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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:
Send Request for Proposals to: 
  


   Freed Maxick & Battaglia, CPAs
   Attn: Eric Majchrzak
   424 Main Street
   Liberty Building, Suite 800
   Buffalo, NY 14202

   or send via email
here

Freed Maxick & Battaglia, CPAs is Western and Upstate New York's (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides Enterprise Advisory, audit, tax and other consulting services to private and public (SEC) companies in Buffalo, Rochester, Syracuse and Albany New York. Affiliated with RSM McGladrey, the 5th largest accounting firm in the U.S., Freed Maxick has vast national and international resources to help your business expand nationally and internationally.

Contact us Via the Web or Toll Free: 1-800-777-4885


Shawn Frier, CPA      Kathy Carey, CPA, CFP         Tim Dalton, CPA - Senior Manager      Adrienne Schreier, CPA - Manager         

Shawn Frier, CPA

 

 Kathy Carey, CPA, CFP

 Tim Dalton, CPA

  Adrienne Schreier, CPA

Director 

 Director

 Senior Manager

  Senior Manager
     
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