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

California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027

Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]

Read This Insight Read All Insights