Agreed-Upon Procedures
Targeted procedures agreed with the client to deliver factual findings on specified financial information or operational processes.
Overview
We design and perform agreed-upon procedures over financial information, operational processes, or compliance matters — issuing a factual findings report without expressing assurance. Common applications include royalty audits, covenant compliance, joint-venture reporting, and grant fund usage.
What We Deliver
- Procedures defined and signed-off by the client in advance
- Performance of procedures by experienced practitioners
- Factual findings report (no opinion expressed)
- Documentation supporting every finding
- Suitable for distribution to defined third parties
Why It Matters
Engagements are scoped by a partner, staffed with sector-specialized practitioners, and delivered with continuous communication — so you always know status, exposure, and next steps.
Get Started
To discuss how we can support your engagement, request an introductory consultation or browse related services in our Audit & Assurance practice.
Request a Consultation
Speak with a partner about your specific requirements.
