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

CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing

U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).

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