Agreed Upon Procedures

If you have reporting needs that don't require an audit of financial statements, consider an agreed-upon procedure (AUP) engagement. Whether you are preparing to sell your business, are purchasing a business or need agreed-upon procedures for other reasons, an AUP engagement may be appropriate for your company.

We perform AUP engagements in accordance with the standards issued by the American Institute of Certified Public Accountants (AICPA).

Although these are smaller scoped projects, we incorporate our three simple, but critical concepts:

  • Integrity
  • Objectivity
  • Competence

How You Will Benefit

Our AUP engagements offer you clear results of agreed-upon procedures in areas that you have identified. Examples of our AUP engagements include applying agreed-upon procedures to:

  • Cash balances
  • Security balances
  • Accounts receivable/payable processes