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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

CONTACT US to learn more about our Assurance Services.

ABOUT US: Freed Maxick CPAs, P.C. is Western and Upstate New York’s (NY) largest public accounting firm and a Top 100 firm in the U.S. Freed Maxick provides audit, tax and consulting services to closely-held businesses, public (SEC) companies, not-for-profits and governmental entities in Buffalo, Rochester, Syracuse, Albany and NYC, New York.


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