Agreed Upon Audit & Accounting Procedures

Our Approach to Agreed-Upon Procedures

Agreed-upon audit procedures are a standard a company or client outlines when it hires an external party to perform an audit on a specific test or business process. The accounting procedures, which are called audit standards, are designed and agreed upon by the entity conducting the audit, as well as any appropriate third parties.

Tailored to Your Needs

Our agreed-upon audit procedures (AUP) engagements are tailored to examine, test and review client-defined subject matter. Our work is conducted in accordance with the attestation standards of the AICPA, which includes:

A detailed description of the subject matter and an outline of the audit procedures agreed-upon by both parties;
A detailed description of the accounting procedures performed; and
The results of the testing.

Due to the confidential nature of the report, it is considered a limited distribution report to those specified parties of the engagement.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

Thought Leadership