Agreed Upon Procedures

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.

SobelCo is a certified public accounting & consulting  firm that has specialized in serving middle market  family-owned businesses in the NY/NJ area since 1956.

We're proud of our mission and proud to be leaders in the community.  We help our clients succeed  by fostering an environment that encourages our staff's personal and professional growth, combined with a passion for the firm’s core values. 

To accomplish this, we deliver a  range of services including accounting, tax, & business consulting across various industries such as retail, manufacturing, distribution, construction, professional services and nonprofits. In addition,  we offer internal controls, corporate integrity consulting, fraud and forensic services and strategic planning. 

Our clients appreciate our technical expertise, our business acumen and our industry knowledge - but more than anything they appreciate our hands-on, partner level approach. We want our clients to know they are well-cared for and we work hard to maintain consistent communication with them, meeting with them informally and formally - arranging  scheduled meetings and well as the occasional casual breakfast to discuss an emerging business challenge.

Our firm embraces core values that guide our actions and define our commitment. These core values reflect the way we treat each other, our clients and our community.  As  a result we have a culture that nurtures staff, provides excellent client service and gives back to our community.