Agreed Upon Procedures

Our Agreed-Upon Procedure Services

At SD Mayer & Associates, we can customize our agreed-upon procedure services to meet your needs. While our AUP audits do not provide assurance, they will provide you with expert testing, evaluation and review of your desired financial documentation. We always adhere to the strict Statements on Standards for Attestation Engagements (SSAE) of the American Institute of Certified Public Accountants (AICPA).

Regardless of the size of your business and the extent of your AUP audit, your agreed-upon audit advisor will provide you with detailed descriptions of the services we intend to perform, including the:

  • Subject matter
  • Account procedures
  • Depth and extent of the audit

During an agreed-upon procedures audit, our team will present their findings as facts without giving a professional opinion on the data. Your privacy and security are our top priority, and your agreed-upon audit advisor will keep your results confidential and limited to you and other authorized parties.

What Is An Agreed-Upon Procedures Audit?

Agreed-upon procedures audits are flexible financial engagements that you can request as often as you need and at any time of the year. These financial engagements define standards that set the stage for a tailored audit and outline the depth and extent of procedures before the process begins. Working with an experienced agreed-upon audit advisor, you can request an examination and review of your defined matter to gain actionable data that you can use to make informed decisions.

Agreed-upon procedures audit services target specific company accounts to review transaction details, and our clients often request them for:

  • Preparation: Prepare ahead of time for a merger or acquisition, or gain more information about another organization.
  • Tracking: Measure the performance of specific internal financial controls and establish a baseline record you can follow.
  • Inspection: Inspect financial documentation, transactions and other data to uncover evidence of
  • employee financial abuse or fraud.
  • Clarification: Understand whether your business or organization is compliant with the various regulatory agencies you must report to.
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Learn More About Our Agreed-Upon Procedure Services

At SD Mayer & Associates, we can develop agreed-upon audit services that make sense for your business and provide you with incredible value. To learn more or schedule a consultation, get in touch with us today.