Agreed Upon Procedures

An agreed‐upon procedures engagement is one in which the client engages us  to perform specific procedures and report findings. We do not perform an audit or provide an opinion relating to the subject matter, or make any assertions about the subject matter. 

We perform agreed‐upon procedures engagements in accordance with the standards issued by the American Institute of Certified Public Accountants (AICPA).

Examples of agreed-upon procedures engagements include:

Due diligence in buying a business

We offer acquisition‐related financial due diligence services for clients acquiring businesses. Agreed‐upon procedures could include deal analysis, profitability projections and confirmation of financial information.

Bank collateral engagements

We help financial institutions manage and report on their collateral. We can analyze and organize financial documents and related material, analyze operations and financials, monitor collateral and financial performance, inspect fixed asset additions or disposals, and recommend adequacy of reserves or changes in advance rates.

Compliance with royalty agreements

An effective royalty agreement compliance procedure can determine if licensees or franchisees are reporting sales and the related royalties according to the terms of your agreements.

Forecasts and projections

Financial forecasts or financial projections for your organization can be performed as an agreed‐upon procedure. Since forecasts and projections are based on future activity rather than historical activity, they have certain limitations as compared to other advisory services offered by Wall, Einhorn & Chernitzer, P.C.

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