Customized to You
Agreed-upon procedures (AUP) can be tailored to address your specific information needs, providing information for both internal and external users from a trusted third-party accountant. AUPs focus on performing particular procedures and reporting the results — providing “just the facts” without an overall opinion. This allows you to maintain flexibility over the information subject to the testing procedures. Customizable to your unique needs and timeline, AUP is an efficient, cost-effective solution when your attest requirements don’t fit a standard service offering.
Services for Your Needs
Discover tailored, agreed-upon procedures designed to address your specific internal, external, and compliance challenges.
Focused Testing
With your input, we collectively identify and address the areas and procedures that can be designed to meet your needs.
Customized Process
Experience a customized approach that fits your unique business needs.
Timely Reporting
Get prompt, clear findings to keep you informed at every step.
Enhanced Compliance
Obtain information about compliance to assess and manage regulatory exposure.
Due Diligence Support
Benefit from clear facts and conclusions to guide compliance with your internal policies and procedures and external contract reviews.
Precision and Clarity
Unique financial inquiries and regulatory requirements can create uncertainty when standard financial statement audits don’t provide the necessary information. Agreed-upon procedures address these gaps by focusing on your specific concerns without the breadth of a full audit.
At CBIZ CPAs, collectively we can design tailored engagements that deliver clear, objective findings to illuminate critical areas, mitigate risks, and guide informed decision-making. With targeted AUP engagements, you gain the clarity and confidence to navigate complex financial challenges.
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