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Consider a Special Project Engagement
If you have reporting needs that don't require an audit of financial statements, consider an agreed-upon procedure (AUP) engagement. Whether you are preparing to sell your business, are purchasing a business or need agreed-upon procedures for other reasons, an AUP engagement may be appropriate for your company.
Our Approach
We perform AUP engagements in accordance with the standards issued by the American Institute of Certified Public Accountants (AICPA). Although these are smaller scoped projects, we incorporate our three simple, but critical concepts: - Integrity
- Objectivity
- Competence
With our AUP engagements, you will receive: - Clearly written results of each agreed-upon procedure of the engagement
- Personal contact with a partner
- Local service, with face-to-face contact with your practitioners
- A pre-qualified team with experience in your industry
- An engagement based on more than 75 years of experience
How You Will Benefit
Our AUP engagements offer you clear results of agreed-upon procedures in areas that you have identified. Examples of our AUP engagements include applying agreed-upon procedures to:
- Cash balances
- Security balances
- Income tax provisions
- Accounts receivable/payable processes
- Companies to be acquired
- Royalty agreements
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