Agreed-Upon Procedures
This service is tailored to your specific needs, focusing only on the procedures that you define. It is often used for verifying specific data, transactions, or compliance elements.
Sometimes you don't need an opinion on the full financial statements — you need an independent CPA to verify one specific thing: a royalty calculation, a covenant compliance figure, a set of specific transactions, or a contract-driven metric.
In an agreed-upon procedures engagement, you (and any third party relying on the report) define exactly which procedures we perform. We execute them and report the factual findings, without expressing an opinion or conclusion.
You get a targeted, cost-efficient engagement scoped precisely to the question that needs answering.
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Our audits deliver the highest level of assurance and are conducted in accordance with Generally Accepted Auditing Standards (GAAS).
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A review offers limited assurance that financial statements are free from material misstatements. It involves primarily analytical procedures and inquiries, making it less extensive than an audit.
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A compilation is the presentation of financial data in the form of financial statements, based on information provided by management, without expressing any assurance.
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