Agreed-Upon Procedures

When two parties are trying to verify information or resolve an issue, having a clear roadmap to follow can make all the difference. In such instances, our assurance services team can assist you in evaluating the subject matter, performing the agreed-upon procedures, and issuing a report based on these procedures. Having an independent CPA provide a report of findings can help protect your interests and aid in reaching a fair resolution. This includes evaluating work done by third parties, confirming compliance, and verifying financial transactions.

The results of an agreed-upon procedure engagement are presented as factual findings, without opinions or commentary. The final report is restricted to certain parties and is prepared using established professional standards.

Common agreed-upon procedures include:

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