You may have assurance needs that don’t require an audit of financial statements, but do require procedures to be applied to your financial reporting processes and controls. We can provide agreed-upon procedures on your vendors or a business you are interested in acquiring. We can perform agreed-upon procedures on a significant contract or distribution agreement or to test loan covenant compliance.  

Whether you are preparing to sell your business, are purchasing a business or need agreed-upon procedures for other reasons, an Agreed Upon Procedures engagement will benefit your company.  We perform Agreed Upon Procedures 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 and Competence.  

How Your Business Will Benefit:


– Clearly written results of each agreed-upon procedure of the engagement.

– Personal contact with a Partner.

– A team with experience in your industry.

– An engagement team based on more than 40 years of experience.