CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.
1 Credit
FREE
1 CPE credit of Accounting & Auditing for all CPAs
1 CPD credit (Verifiable) for Canadian CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Yellow Book Boot Camp - NFP and Governmental Accounting & Auditing Update
Oct 22, 2021 | 09:00 AM EDT View Details
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Oct 22, 2021 | 09:00 AM EDT View Details
Federal Tax Update – Individual & Business Current Developments
Oct 22, 2021 | 09:00 AM EDT View Details
Raising More Money from Your Local Business Community
Oct 22, 2021 | 09:00 AM EDT View Details
IRS Representation Series - Conflicts of Interest
Oct 22, 2021 | 09:00 AM EDT View Details
Addressing Single Audit Quality in a COVID-19 era
Oct 22, 2021 | 09:30 AM EDT View Details
Social Media that Kills: Fundraising Pitfalls for NFP Organizations
Oct 22, 2021 | 09:30 AM EDT View Details
Zero Based Budgeting
Oct 22, 2021 | 10:00 AM EDT View Details
Comprehensive Tax Strategies & Insights On Real Estate
Oct 22, 2021 | 10:00 AM EDT View Details
Internal Controls for Businesses
Oct 22, 2021 | 10:00 AM EDT View Details
Best Tax Return Workshop On S Corporation (1120S) - Latest
Oct 22, 2021 | 10:00 AM EDT View Details
Retirement Plan Governance Best Practices: Essential Documents
Oct 22, 2021 | 10:00 AM EDT View Details
Excel Accountant: Interactive Spreadsheets
Oct 22, 2021 | 10:00 AM EDT View Details
Legal and Financial Tax Planning Strategies
Oct 22, 2021 | 10:00 AM EDT View Details
LeaseCrunch: Lease Accounting Software Rollout Tips
Oct 22, 2021 | 11:00 AM EDT View Details
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.
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.
SF
Brad really did went a step ahead in explaining the importance of the agreed upon procedures and made us realise how important it is in today's world. After attending this webinar i was clearly able to identify the responsible persin for the procedures performed, and we were able to recifity at that very step only. I am glad to have been able to make these agreed upon procedures list which initally felt like a less required or not so important task.
JF
I was able to identify the common set of procedures that can be used for common users considering the nature of the services of my business i was able to implement the changes according with the help of the tutor, he guided me thoroughly to harness maximum clients using the set of agreed upon procedures.
GS
After signing up for the webinar i already had few questions on my mind since i proactively started searching for the same in order to be ahead of the webinar and its attendees, i asked the doubts during my interview which was answered by Mr. Brad thoroughly and in depth with all the consequences and explanation for each step.
BB
Glad to have attend this webinar, i wish this webinar was listed sooner since we recently updated our agreed upon procedures & this webinar provided us a real time check for all the wrongs in our procedures and loopholes, so after considering all the scenarios we made again the agreed upon procedures based on the instructions by Brad.
JK
Totally love the webinar! i highly recommend this webinar to alll the firms who dont have an agreed upon dprocedures or yet to make one, this clearly has alot of leverage in creating an agreed upon services procedure which is alot helpful in longer run to incoprate your expanding services as well a\identifying the responsible person for any specific task.
NM
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