Agreed-Upon Procedures

When targeted insight matters, a focused approach can uncover the information you need most. Our agreed-upon procedures engagements are designed to evaluate specific financial or operational areas and provide clear, objective findings tailored to your organization’s goals.

Agreed-upon procedures (AUP), or similar consulting engagements, provide objective insight when you need answers to a specific question. Unlike a full audit, an AUP focuses on targeted areas such as internal controls, regulatory compliance, transactions, or key financial processes.

We work with you upfront to define the scope, testing, and reporting approach. The result is a clear, focused evaluation of higher-risk areas to help identify issues quickly and bring clarity and confidence back to your financial operations.

Latest Insight

Multistate Tax Liability: What’s Your Manufacturing Business’s Exposure?

As your manufacturing business expands into new markets, its state and local tax obligations become increasingly complex, spinning a web of different rules and obligations. Common business activities may produce a taxable connection, or “nexus,” that exposes your organization to sales and use tax, state income tax, and other state tax obligations. Here’s what you […]

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