Agreed-Upon Procedures (AUP)

Custom CPA Testing Focused on What Matters Most to You Not every situation calls for a full audit. When you need specific financial data verified - for a contract, regulatory requirement, or business transaction - an Agreed-Upon Procedures (AUP) engagement offers a focused, customized solution.

What Is an AUP Engagement?

In an AUP, we perform only the procedures you request, such as verifying a set of transactions, reviewing controls over a specific area, or confirming balances. We report the factual results of our procedures without offering an opinion or assurance.

Typical use cases include:

Verifying lease compliance or royalty payments

Checking internal control procedures for grant funding

Confirming expenses for nonprofit audits or board reports

Due diligence during business acquisitions

Benefits of AUP Engagements

Fully customizable to your needs

Lower cost than traditional audit/review

Results are factual and objective

No unnecessary testing or reporting

Benefits of AUP Engagements

You define the scope - we’ll help you refine it

We perform the agreed procedures

We provide a written report of our findings

You decide how to use the results - for internal or external purposes