Specialized Financial Examination Services
Specialized financial examination services tailored to address specific client concerns, providing focused insights through customized procedures and detailed findings reports.
- Tailored examination procedures for specific areas
- Factual findings reports without opinion expressions
- Targeted financial transaction verification
- Compliance verification with specific requirements
Tailored Assurance Procedures
Our Agreed-Upon Procedures services provide targeted examination of specific financial areas or transactions:
Custom Procedure Design
Developing tailored procedures focused on specific financial concerns.
Targeted Examination
Focusing on specific accounts, transactions, or financial processes.
Contractual Compliance
Verifying adherence to financial agreements and covenants.
Regulatory Examination
Confirming compliance with regulatory financial requirements.
Factual Findings Reports
Providing detailed reports of procedures performed and factual results.
Multi-Party Reporting
Delivering findings to multiple stakeholders with specific interests.
Focused Financial Assurance
Providing precise, targeted examination of specific financial areas to address stakeholder concerns without the scope and cost of a full audit.
The Strategic Value of Agreed-Upon Procedures
Agreed-Upon Procedures (AUPs) offer distinct advantages for targeted financial verification:
- Tailored Scope: Focuses specifically on areas of concern without the broader scope of an audit.
- Cost Efficiency: Provides targeted financial assurance at a lower cost than comprehensive audits.
- Faster Execution: Delivers results more quickly due to the narrower focus and defined procedures.
- Stakeholder Agreement: Ensures all parties involved agree on the specific procedures to be performed.
- Third-Party Credibility: Provides independent verification of specific financial information for stakeholders.
- Factual Reporting: Presents clear, factual findings without opinions or conclusions, allowing users to form their own judgments.
- Flexibility: Adapts to a wide range of specific financial concerns and stakeholder requirements.
Our Agreed-Upon Procedures Approach
Engagement Planning & Scoping
Consulting with all stakeholders to fully understand specific concerns and objectives, then developing mutually agreed-upon procedures to address them.
Formal Engagement Agreement
Documenting the specific procedures to be performed, responsibilities of all parties, timeline, and expected deliverables in a formal engagement letter.
Procedure Execution
Performing the agreed-upon procedures with precision and thoroughness, maintaining detailed documentation of all tests and findings.
Findings Development
Analyzing the results of the executed procedures and preparing factual, clear, and detailed findings without expressing opinions or conclusions.
Report Delivery & Stakeholder Discussion
Preparing and delivering a formal report of factual findings to all specified parties, and discussing the results to ensure clear understanding of the procedures performed and their outcomes.
Address Specific Financial Concerns
Our Agreed-Upon Procedures services provide focused, cost-effective financial examination to address your specific concerns, delivering factual findings that help you make informed decisions.