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FLEXIBLE AND FUNCTIONAL
AGREED-UPON
PROCEDURES

Get the experience and flexibility that give you peace of mind, and satisfy your commitments with a collaborative approach and independent expertise.


An attestation service, AUP provides you with accountant-performed, objective procedures that you help create. Based on your need, we work with you to establish the testing procedures you need to satisfy your board of directors, bank, regulatory body, or other third party. They can have confidence in the findings, knowing that an independent company has performed the procedures.

We can help you with:

  • NCAA expense review compliance requirements
  • Inventory counts and price checks
  • Trust department compliance testing

Whether it’s an AUP related to inventory, a contract for a broker dealer, or compliance testing for the NCAA, we’ll help you determine your needs and deliver a plan that makes the best use of your time and budget.

To learn more, please contact our AUP services team.

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