agreed-upon procedures

If you have reporting needs that don't require an audit of financial statements, consider an agreed-upon procedures (AUP) engagement. While more limited in scope than a comprehensive audit of financial statements, a Caturano and Company AUP engagement provides a cost-effective, risk-based focus for inquiry and testing that offers the flexibility for a business owner to determine the tests, procedures, and scope of work required based on your needs.

consider a special project engagement

Whether you are preparing to sell your business, preparing for an acquisition, or need agreed-upon procedures for other reasons, an AUP engagement may be appropriate for your company. Other examples of AUP engagements include: 

• Tests of cash balances
• Tests of security balances
• Review compliance with accounts receivable activities 
• Review compliance with royalty agreements
• Review purchasing department activities for compliance with company policies

At Caturano and Company, AUP engagements—like all our assurance services—come with the experience of a professional team that understands your business, and the personal attention of our regional service model.