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

Can a Reverse Sales and Use Tax Audit Benefit Your Manufacturing Company?

Manufacturers often focus on reducing production costs and improving operational efficiency, but many overlook potential tax savings that may be hidden in their purchase records. To help ensure that your manufacturing business is taking advantage of all available exemptions to enhance your cash flow, consider conducting a reverse sales and use tax audit. Open the Books […]

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