Focus on what counts

Agreed-Upon Procedures

Focused on the Specifics

From fact-finding to gaining important insights on specific components of a business, situations often call for a more precise approach to data analysis. In these circumstances an “agreed-upon procedures” engagement can be a useful solution. Under such an arrangement we carry out very specific work to cover your areas of concern in a laser-focused manner. This avoids carrying out unnecessary work to provide a much broader opinion and makes the scope of work for you entirely clear.

How Citrin Cooperman Can Help

Citrin Cooperman’s Agreed-Upon Procedures professionals are highly skilled in examining financial records and operational efficiencies for specific purposes, and issue clear, precise, and high-quality results. Upholding the highest level of service and an impartial perspective, we provide service in the areas including due diligence, document inspections, compliance, performance, internal controls, projections and forecasts, and mathematical computations and calculation verifications, to obtain and verify various financial and operational data for our clients’ specified needs. Conducted in accordance with the standards established by the American Institute of Certified Public Accountants (AICPA), our Agreed-Upon Procedures services deliver the tailored solutions and objective expertise you require, without the commitment of a more in-depth engagement.