Agreed Upon Procedures 1 Credit
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Agreed-upon procedure is probably one of the most under-utilized service engagement in the CPAs arsenal. An agreed-upon procedure engagement is one in which a practitioner is engaged by a client to issue a report of findings based on specific procedures performed on the subject matter. It is one of the alternate attestation services provided by the CPAs. Usually, the client engages with the practitioner to assist specified parties in evaluating subject matter or an assertion as a result of a need or needs of the specified project.Â
Key topics included in the webinar:
Advantages of Agreed-upon services:
The webinar explores Agreed-upon procedures as a sustainable source of revenue and business development for the CPAs.
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Brad E. Muniz, CPA, Partner in Charge of Accounting and Auditing at Sobel & Company LLC, CPAs, Livingston, services businesses and individuals in the areas of accounting, auditing, tax and business consulting. Brad has over 30 years of experience in the areas of financial reporting, tax compliance and planning for closely held businesses, SEC registrants, non-profit organizations, individuals, and strategic business planning. Brad has significant experience in a variety of industries, including broker/dealers, real estate, technology/life sciences, retail, manufacturing, not-for-profit and SEC reporting.
A member of the New Jersey Society of CPAs since 1991. He has served on the NJSCPA Board of Trustees as president, secretary, treasurer and trustee. He served on the Finance, Committee Operations, Chapter Operations, NJ-CPA-PAC and Retirement Savings Plan committees; and Education Foundation Board of Trustees. He has served as a member of the Scholars Institute Advisory Board; Strategic Planning and Volunteer Relations committees; Accounting & Auditing Standards Interest Group; and as a Scholarship Fund Board of Trustee. In the Morris/Sussex Chapter, he has served as president, vice president, treasurer and director. He currently serves as Chair of the NJCPA Education Foundation and a member of the Professional Conduct Committee.
He is a member of the Allinial Global and has served on its CPE Committee and as vice chair of the Accounting & Auditing Committee.
In his community, Muniz is a board member for Stickley Museum at Craftsman Farms and served as treasurer for Family Intervention Services, and has served as a board member of for numerous other not for profit organizations, and member of the Knoll Golf Advisory Committee.
Muniz earned his B.A. in accounting from William Paterson University, where he currently serves on the College of Business Advisory and Advancement Board. He and his wife, Diane, reside in Parsippany.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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