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Audit & Assurance

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.