Agreed-Upon Procedures (AUP)

Custom CPA Testing Focused on What Matters Most to You Not every situation calls for a full audit. When you need specific financial data verified - for a contract, regulatory requirement, or business transaction - an Agreed-Upon Procedures (AUP) engagement offers a focused, customized solution.

What Is an AUP Engagement?

In an AUP, we perform only the procedures you request, such as verifying a set of transactions, reviewing controls over a specific area, or confirming balances. We report the factual results of our procedures without offering an opinion or assurance.

Typical use cases include:

  • Verifying lease compliance or royalty payments
  • Checking internal control procedures for grant funding
  • Confirming expenses for nonprofit audits or board reports
  • Due diligence during business acquisitions

Benefits of AUP Engagements

  • Fully customizable to your needs
  • Lower cost than traditional audit/review
  • Results are factual and objective
  • No unnecessary testing or reporting

How It Works

  • You define the scope - we’ll help you refine it
  • We perform the agreed procedures
  • We provide a written report of our findings
  • You decide how to use the results - for internal or external purposes
📞 Contact Us today to learn more or schedule a consultation.