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

What Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget

New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]

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