Agreed Upon Procedures & Examinations

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.

Meeting Your Agreed-Upon Procedures Service Needs

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.

Is an Agreed Upon-Procedures engagement the right level of financial assurance for your business?

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

Your Opportunity Advisors


How Can We Help You and Your Business?

Innsbrook Corporate Center
4401 Dominion Boulevard
Glen Allen, Virginia 23060

804.747.0000 or 804.273.6200