Agreed upon procedures

Agreed-upon procedures (AUP) engagements are specialized engagements where an independent accountant performs procedures agreed upon by the client and other specified users.

These procedures are aimed at addressing specific aspects of financial or non-financial information and are tailored to meet the needs of the client or other stakeholders.

Tailored Procedures for Specific Needs

At Jones Advisory LLC, we offer agreed-upon procedures engagements that are customized to address the unique requirements of our clients. Whether you need assistance in evaluating the effectiveness of internal controls, assessing compliance with regulatory requirements, or analyzing specific financial transactions, our experienced team of professionals is here to help.

How Agreed-Upon Procedures Work

During an agreed-upon procedures engagement, our team works closely with the client to define the scope of the procedures and identify the specific areas or transactions to be examined. We then perform the agreed-upon procedures in accordance with professional standards and guidelines, using industry-leading tools and methodologies to gather and analyze relevant information.

Benefits of Agreed-Upon Procedures Engagements

Flexibility:

Agreed-upon procedures engagements offer flexibility, allowing clients to tailor the procedures to meet their specific needs and objectives.

Focused Analysis:

By focusing on specific areas or transactions, agreed-upon procedures engagements provide targeted insights and recommendations to help clients address their most pressing concerns.

Independent Verification:

As an independent third party, our firm provides unbiased and objective assessments, instilling confidence in the reliability and accuracy of the findings.

Customized Reporting:

Our team prepares comprehensive reports detailing the procedures performed, the findings observed, and any recommendations for improvement, providing clients with actionable insights to support decision-making.

Partner with Jones Advisory LLC for Your Agreed-Upon Procedures Needs

Whether you need assistance in evaluating financial controls, assessing compliance with regulatory requirements, or analyzing specific transactions, Jones Advisory LLC is here to help. Our dedicated team of professionals has the expertise and experience to perform agreed-upon procedures engagements tailored to meet your unique needs and objectives. Contact us today to learn more about how we can support your organization with our specialized agreed-upon procedures services. Let us be your trusted partner in achieving your financial and operational goals with precision and integrity.