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Agreed Upon Procedures
Agreed upon procedures is another form of attest work where the CPA must be independent. The service is exactly what the name implies - we agree upon a set of procedures to apply to your transactions or other information, we perform those procedures and report to you the results. Agreed upon procedures do not result in financial statement opinions, but the cost is based on the actual procedures to be performed.
Why use Agreed Upon Procedures?
- A board may not want an audit, but want an internal control study over cash.
- A prospective buyer / seller may want certain assurance about company information
- A grantor may want assurance about internal controls over grant spending.
- A company may want assurance a vendor is apply proper contractual terms.
We have significant audit and internal control experience - both partners having worked with national and regional firms during our career. More importantly, we stress quality control processes throughout and find success in applying these procedures. We meet with you to determine what procedures you need applied to accomplish your goals. Then we determine what we need to apply the procedures, perform them and issue you a report.
We have the ability to work electronically with you to send information back and forth. This allows you to send us items we need on your schedule, whether or not we are in the office.
Agreed Upon Procedures are Unique
This is a unique form of attest work. The purpose is to provide facts about a process or other issue. Whether you need assurance about contract terms, vendor calculations, a part of your internal controls or some other aspect, we can help you design, carry out and report on that issue. Not all CPA firms have the quality control process to get this right. We have the experience and the quality control.
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