Agreed Upon Procedures

You may have assurance needs that don't require an audit of financial statements, but do require procedures to be applied to your financial reporting processes and controls. We can provide agreed-upon procedures for your vendors or a business you are interested in acquiring. Whether you are preparing to sell your business, are purchasing a business or need agreed-upon procedures for other reasons, an Agreed Upon Procedures engagement will benefit you.

Our Approach   
                                                                                                                        
We perform Agreed Upon Procedures 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 

• Clearly written results of each agreed-upon procedure of the engagement   
• Personal contact with a director   
• A team with experience in your industry   
• An engagement based on more than 45 years of experience

Contacts for Agreed Upon Procedures:

Kathy Carey, CPA, CFP		John Hobel, CPA		Tim Dalton, CPA	Amy Soluri, CPA
Director		Senior Manager		Senior Manager	Senior Manager