Agreed Upon Procedures

Agreed-upon procedures come in all shapes and forms. These engagements are driven by what the business wants internally or needs externally.

We work together to develop the steps necessary to meet these needs, providing a more practical solution for your business. The performance of agreed-upon procedures will provide a level of assurance that addresses a specific area, rather than all encompassing steps taken in a compilation, review or audit.

Some examples of situations where an agreed upon procedures engagement are appropriate:

  • A third party lending institution or potential business partner may ask you to acquire an independent review of a particular financial element of your business, such as accounts receivable procedures or inventory management.

  • You have concern that internal procedures are not being followed; we can provide additional assurance that your billing practices are truly following your billing policies.

  • Your organization is required to submit the Ohio Single Cost Report.