AGREED UPON PROCEDURES
A Focused Review of Agreed-Upon Procedures
Another option within our assurance advisory services is referred to as an agreed-upon procedures engagement. This type of engagement looks only at specific financial areas of an organization, based on the organization’s needs or regulatory requirements. One common example of this type of engagement is when it is conducted as part of a due diligence process prior to buying or selling a business.
An organization may engage with us to perform agreed-upon procedures in such areas as cash balance verification, income tax provisions, accounts payable or receivable, and various other processes.
An engagement where you’re in the driver’s seat
As our client in this type of engagement, you are in complete control of exactly which procedures are to be performed, as well as setting thresholds for any variances that may be encountered. Likewise, you will be able to see the exact results you need, without any other extraneous data. Because of the narrow focus of this type of review in general, the use of our findings report is restricted to the parties specified in the engagement.
We have the expertise needed to help you gain a thorough and accurate view of any particular processes or financial activities you may require.
Contact Us
To learn more about our agreed-upon procedures services, please contact us.
Thank you! DeLeon & Stang for all their financial advice to me over the years! Many times I have called them and the team has always taken time out of their busy schedule to address my needs!
Their service is excellent and wisdom outstanding when it comes to handling all my financial needs.
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