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Agreed Upon Procedures

Customized procedures tailored to specific questions or requirements.

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Targeted Assurance Where You Need It

Sometimes you don't need a full audit. You need answers to specific questions. Agreed upon procedures (AUPs) let you define the scope, and we report what we find. It's a flexible, cost-effective way to get the assurance you need without the full audit process.

What We Do

1

Customized Procedures

Designing and executing procedures based on your specific needs or third-party requirements.

2

Compliance Verification

Testing compliance with contracts, agreements, or regulatory requirements.

3

Financial Data Testing

Verifying specific account balances, transactions, or calculations.

4

Royalty and Licensing Audits

Confirming accuracy of royalty payments, licensing fees, or revenue sharing arrangements.

5

Due Diligence Support

Performing targeted procedures as part of transaction due diligence.

Who Is This For

  • Businesses with contractual requirements for specific testing
  • Organizations needing compliance verification without a full audit
  • Parties to royalty, licensing, or revenue-sharing agreements
  • Buyers or sellers needing targeted due diligence procedures

Meet the Team

Our team designs and executes agreed upon procedures that give you the specific answers you need.

Lead Partner

Cathy Seiler, CPA

Ready to Get Started?

Let's talk about what you need and how we can help.

Connect With Us Call: (610) 544-5900

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