Agreed Upon Procedures

Designing agreed-upon procedures is a collaborative process. We work closely with you to determine your objectives, then we design the procedures to achieve them.

These engagements consist of the application of specific agreed-upon procedures to financial and nonfinancial information and reporting on the results of those procedures. The procedures are agreed upon with the client, and possibly with another party that has an interest in the subject matter.

This service examines the accuracy of the information, without incurring the costs of providing overall assurance. Acquisitions and contract compliance are some of the more common uses for these engagements.