What is an Agreed-Upon Procedures Engagement?

An Agreed-Upon Procedures engagement provides very specific procedures outlined by your business and a third party requesting the engagement. A detailed report that gives the results of the performed procedures will be issued, but will not include a financial statement.

Keiter will partner with your business to share insights and provide advice on the specific procedures that should be performed for the engagement. Our approach ensures both your business and the third party’s goals are achieved.

There are several levels of assurance requested for businesses. Unsure of which level is appropriate for your business? We can help.

Download our online resource for clarification

Levels of Financial Assurance

Read More on Levels of Financial Assurance

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Zac Blanco

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Richard Lewis

Partner, Assurance Practice Leader

Matt McDonald

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Amy Menefee

Partner

Doug Nickerson

Partner

Brett Sinsabaugh

Partner

Andrew Sledd

Partner

Chris Wallace

Partner

John Kent

Director

Courtney Corallo

Business Assurance & Advisory Services Senior Manager

Colin Hannifin

Business Assurance & Advisory Services Senior Manager

Yann Reichelt

Business Assurance & Advisory Services Senior Manager

Elizabeth Lewis

Business Assurance & Advisory Services Senior Manager

Mary Margaret Sword

Business Assurance & Advisory Services Senior Manager

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