Meet the expectations of diverse stakeholders, ensuring continued growth and success

 

Keiter offers tailored agreed-upon procedure services, working closely with your business to streamline processes and deliver actionable insights. This collaborative approach ensures everyone stays aligned, meeting third-party expectations efficiently and driving impactful results.

 

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What are the benefits of an agreed-upon procedures engagement?

 

If your business seeks to attract new investors or needs to ensure compliance with regulatory standards, an agreed-upon procedures engagement can provide the detailed financial insights your business needs without undergoing the complexities of a full audit. Unlike a financial statement audit, these procedures focus on distinct areas or issues within your financial or operational framework. The result is a detailed, actionable report outlining the findings of the predefined evaluations.

 

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Need customized financial assurance?

 

Through agreed-upon procedures, your business can achieve:

  • Enhanced financial transparency for lenders and investors
  • Improved compliance with regulatory requirements
  • Reduced operational risk for creditors
  • Reliable information for buyers, facilitating smoother acquisition processes

 

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Stay informed on compliance regulations impacting your business

View all audit & assurance updates on our insights page

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Interested in an agreed upon procedures engagement to meet your business needs?

Your Opportunity Advisors

Zac Blanco

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Elizabeth Lewis

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Richard Lewis

Partner, Assurance Practice Leader

Matt McDonald

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Amy Menefee

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Doug Nickerson

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Brett Sinsabaugh

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Andrew Sledd

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Chris Wallace

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Courtney Corallo

Business Assurance & Advisory Services Senior Manager

Colin Hannifin

Business Assurance & Advisory Services Senior Manager

Mary Margaret Sword

Business Assurance & Advisory Services Senior Manager

Ryan David

Business Assurance & Advisory Services Manager

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