Agreed-upon procedures review

Targeted procedures on specific balances or covenants when a lender, landlord, or regulator asks for factual findings rather than an opinion.

You and the engaging party define the procedures; we perform them and report factual findings without assurance language. Common requests include royalty calculations, grant expenditure checks, and inventory existence at a single site.

Want this scoped alongside a statutory audit or as a stand-alone review? Tell us what report your stakeholders need.

Ask about this engagement