Agreed-Upon Procedures (AUP) Services for Targeted Financial Verification

At My Atlantic CPA, we provide Agreed-Upon Procedures (AUP) engagements designed to deliver precise and customized financial verification. Not every situation requires a full audit or review. In many cases, businesses, organizations, and stakeholders need focused testing on specific financial data—and that’s where AUP services provide the perfect solution.

Our AUP services are tailored to meet your exact requirements. You define the scope, and we perform only the procedures that are relevant to your needs. This approach ensures efficiency, cost-effectiveness, and highly targeted results without unnecessary complexity.

Whether you need to verify transactions, confirm balances, or evaluate specific controls, our AUP engagements provide factual findings that support informed decision-making.

What Is an Agreed-Upon Procedures Engagement?

An Agreed-Upon Procedures engagement is a type of financial service where a CPA performs specific procedures agreed upon by the client and relevant stakeholders. Unlike audits, AUP engagements do not provide an opinion or assurance. Instead, they present factual results based on the procedures performed.

This allows businesses to focus only on the areas that matter most, making AUP a flexible and efficient alternative to traditional audit services.

Common Use Cases of AUP Services

Verifying lease agreements and royalty payments

Reviewing internal controls for compliance and grants

Confirming financial data for board reporting or stakeholders

Supporting due diligence during mergers and acquisitions

Validating specific financial transactions or balances

These targeted procedures provide clarity and transparency, helping businesses reduce risks and ensure accuracy.

Benefits of AUP Engagements

Fully customized scope based on your needs

Cost-effective compared to full audits

Focused and efficient financial testing

Objective and factual reporting

No unnecessary procedures or reporting

AUP engagements are ideal for businesses that need clarity without the complexity of traditional assurance services.

Our AUP Process

You define the scope and objectives

We help refine and structure the procedures

Our team performs the agreed procedures

We provide a detailed report of findings

You use the results for decision-making or compliance

Our structured process ensures clarity, transparency, and reliability at every stage of the engagement.

How AUP Supports Business Growth

Businesses often require specific financial insights to make strategic decisions. AUP services provide focused information that helps identify risks, validate data, and improve operational efficiency.

When combined with strong financial systems like our Bookkeeping Services, businesses gain complete visibility into their financial health.

For companies looking for advanced financial planning, our Virtual CFO Services provide strategic insights that complement AUP findings.

We also support businesses across key regions, including CPA in New York, ensuring compliance with local financial regulations.

Why Choose My Atlantic CPA for AUP?

At My Atlantic CPA, we combine technical expertise with a business-focused approach. Our AUP services are designed to deliver precise results while maintaining efficiency and cost control.

• ✔ Customized financial testing solutions
• ✔ Experienced CPA professionals
• ✔ Clear and actionable reporting
• ✔ Fast turnaround and reliable execution
• ✔ Nationwide service coverage

Our goal is to provide clarity and confidence in your financial data so you can make informed decisions with ease.

Get Started with AUP Services

If you need targeted financial verification without the complexity of a full audit, our Agreed-Upon Procedures services are the ideal solution.

Contact My Atlantic CPA today to discuss your requirements and build a customized AUP engagement tailored to your needs.