Agreed-Upon Procedures
Targeted procedures on specific accounts, contracts, or compliance requirements, reported as findings rather than an opinion.
What's included
- Procedures you defineYou and the requesting party agree on exactly what we test.
- Findings reportA clear report of what we did and what we found, without an opinion.
- Common usesGrant and contract compliance, royalty and lease calculations, and specific balances a lender or agency wants checked.
Who it's for
Organizations that need a specific question answered rather than an opinion on full financial statements.
How it works
- Define proceduresWe help you and the requesting party agree on the procedures.
- Fixed feeBased on the agreed procedures.
- Perform proceduresWe test exactly what was agreed.
- Findings reportDelivered to you and the parties you specify.
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.