Where are your clients located?

Our office is in Media, PA. We serve businesses and nonprofits across Delaware County, Greater Philadelphia, South Jersey, Delaware and nationwide.

Agreed-Upon Procedures (AUP)

Targeted Testing Where You Need It

Sometimes you don't need a full audit, just answers to specific questions. You and the parties relying on the report agree on the procedures. We perform them and report what we found, without issuing an opinion.

Common uses include grant and contract compliance, royalty and licensing arrangements, lender requirements and targeted transaction work. Because the scope is defined up front, these engagements are flexible and cost-effective.

Customized Procedures

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

Compliance Verification

Testing compliance with contracts, grant agreements and regulatory requirements.

Financial Data Testing

Verifying specific account balances, transactions or calculations.

Royalty and Licensing Reviews

Confirming the accuracy of royalty payments, licensing fees and revenue-sharing arrangements.

Due Diligence Support

Performing targeted procedures as part of a transaction.

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 transaction procedures

Frequently Asked Questions

What is an agreed-upon procedures engagement?

We perform specific procedures that you and the other parties relying on the report have agreed to, then report what we found. Common uses include grant and contract compliance, royalty and licensing reviews, lender requirements and targeted transaction work.

How is it different from an audit or a review?

An audit or a review ends with a conclusion about your financial statements as a whole. An agreed-upon procedures report gives no opinion or conclusion. It lists the procedures performed and the findings, and the parties draw their own conclusions. Because the scope is narrower, it is usually faster and less expensive. If you need assurance on your full financial statements, see our financial statement audits.

Who can use the report?

The parties who agreed to the procedures, such as a lender, grantor or licensing partner. The report can be limited to those parties, and we confirm who will rely on it when we scope the engagement.

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Agreed-Upon Procedures