Services

Agreed Upon Procedures

When you need an independent professional for a specific task, such as evaluating your inventory control system or reviewing a loan portfolio, we can operate under an agreed upon procedures engagement.

At times, you may need help clarifying an issue or getting your ducks in a row.

When you need an independent professional for a specific task, such as evaluating your inventory control system or reviewing a loan portfolio, we can operate under an agreed upon procedures engagement. It works like this: Once we agree upon a set of procedures, we complete the task and present you with the findings.

We work with clients under agreed upon procedures engagements to help with several types of business issues, including:

  • Due diligence on purchasing a business
  • Specific issues related to selling a business
  • Licensing, contract, and royalty compliance engagements
  • Benefits claims audits
  • Employer compliance and payroll audits