Step by Step: Agreed Upon Procedures: ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $98.00
Non-Member Price $113.00
Overview
This course is a must-have for accounting professionals seeking to enhance their expertise in bespoke client services. This course stands out by offering direct insights into the practical application of AUPEs, which allows for more customized and less risky client engagements. Participants in this course will gain a comprehensive understanding of how to conduct AUPEs effectively, from describing their purpose to applying the latest provisions of SSAE 19. Additionally, the course highlights critical dos and don’ts, such as avoiding specific language in reports and maintaining proper documentation
Highlights
Determining engagement acceptance. Agreeing upon the procedures. Performing the procedures. Obtaining written agreement of appropriateness. Presenting findings. Obtaining representations. Preparing the report. Preparing documentation.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Jeff Sailor, Western CPE
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 with humor in high-energy presentations. He’s also adept at presenting complex topics in a very practical, easy-to-understand manner, thus earning him rave reviews for more than 20 years. Jeff currently presents seminars, webcasts, and in-house instruction for Western CPE. He’s also a featured speaker at national conferences as well as at state and regional meetings.
For more than 10 years, Jeff has served as an AICPA peer reviewer, focusing on small firms and sole practitioners. He also served on the Resource Committee for the Private Company Financial Reporting Committee (PCFRC). Jeff has spoken at two NASBA national conferences on how to make education more engaging for practitioners.
Non-Member Price $113.00
Member Price $98.00