Agreed-Upon Procedures

Our extensive accounting and attestation skills are utilized in applying procedures to subject matter specified by the user, usually a lender, investor, or prospective buyer or seller. Agreed-upon procedures engagements have various useful applications.

Most commonly, these engagements provide the user with a better understanding of the composition or operational aspects of specific accounts, or the effectiveness of processes or procedures used in internal controls and financial reporting, or other matters. As a result of the engagement, a report is prepared on the results or findings of procedures applied, but no opinion is rendered.