How Citrin Cooperman Can Help
Citrin Cooperman’s Agreed-Upon Procedures Practice performs targeted procedures on financial and operational information based on the specific requirements of management and other specified parties. Rather than providing assurance, we report objective, factual findings derived from procedures that are clearly defined and agreed upon in advance.
We bring deep experience across areas including due diligence, compliance, internal controls, document inspection, performance metrics, projections and forecasts, and data validation. By applying a disciplined and transparent approach, we help clients obtain reliable information to support decision making and address specific business needs.
Conducted in accordance with AICPA standards, our agreed-upon procedures engagements provide a flexible and efficient alternative to broader assurance services, delivering precision, clarity, and insight without expressing an opinion or conclusion.
Related Practices
Our Services
- Transaction-related procedures (including elements of due diligence)
- Inspection of specified documents and records
- Testing compliance with defined requirements
- Procedures over selected performance metrics
- Evaluation of specified internal control activities
- Testing the mathematical accuracy and consistency of projections and forecasts
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Agreed-Upon Procedures Leaders
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