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Agreed Upon Procedures

Management will often request an agreed-upon procedures engagement when they have specific financial elements that require involvement by a CPA to enhance the credibility of information. Third parties, such as banks, regulatory agencies, prospective investors and prospective purchases, may require the following:

  • Procedures regarding specific financial statement accounts (cash, accounts receivable, inventory, property and equipment, accounts payable, debt, equity, sales/revenue, cost of sales/expense)
  • Reporting required by contractual agreements
  • Reporting on compliance
  • Pro forma financial information
  • Ownership changes
  • Services for trusts and estates
  • Internal Control