CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Step by Step: Agreed Upon Procedures

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Accounting

Course Description

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the new requirements under SSAE 19 for Agreed-Upon Procedures engagements.

AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process.

In addition to the material, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Learning Objectives

Upon successful completion of this course, the participant should be able to:

  • Describe the purpose of an agreed-upon procedures engagement
  • Identify various options for AUPE
  • Apply the provisions for performing an AUPE
  • Identify language to be avoided when reporting
  • Apply proper documentation

Course Specifics

Course ID
WC1121250316
Original Release Date
August 17, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jeff Sailor Headshot
Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

Jeff Sailor, CPA Read More »

Step by Step: Agreed Upon Procedures

Expert Instructors
CPE CREDITS
2 Credits: Accounting

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

Icon_Webcast
Webcast
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Accounting

Course Description

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the new requirements under SSAE 19 for Agreed-Upon Procedures engagements.

AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process.

In addition to the material, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Learning Objectives

Upon successful completion of this course, the participant should be able to:

  • Describe the purpose of an agreed-upon procedures engagement
  • Identify various options for AUPE
  • Apply the provisions for performing an AUPE
  • Identify language to be avoided when reporting
  • Apply proper documentation

Course Specifics

Course ID
WC1121250316
Original Release Date
August 17, 2021
Prerequisites

None

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Jeff Sailor Headshot
Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

Jeff Sailor, CPA Read More »

Step by Step: Agreed Upon Procedures

Expert Instructors
CPE CREDITS
2 Credits: Accounting

Webcasts are available for viewing Monday – Saturday, 8am – 10pm ET.

$98.00