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Agreed-Upon Procedures

From fact-finding to targeted business insights, situations often demand precise data analysis. An agreed-upon procedures engagement offers an efficient solution: we perform laser-focused procedures tailored to your concerns, avoiding unnecessary broader opinions while delivering complete clarity on scope and deliverables.

Audit and assurance services are provided by Citrin Cooperman & Company, LLP.

How Citrin Cooperman Can Help

Citrin Cooperman’s Agreed-Upon Procedures professionals are highly skilled in examining financial records and operational efficiencies for specific purposes, and issue clear, precise, and high-quality results. Upholding the highest level of service and an impartial perspective, we provide service in the areas including due diligence, document inspections, compliance, performance, internal controls, projections and forecasts, and mathematical computations and calculation verifications, to obtain and verify various financial and operational data for our clients’ specified needs.

Conducted in accordance with the standards established by the American Institute of Certified Public Accountants (AICPA), our Agreed-Upon Procedures services deliver the tailored solutions and objective expertise you require, without the commitment of a more in-depth engagement.

Our Services

  • Due Diligence
  • Document Inspections
  • Compliance
  • Performance
  • Internal Controls
  • Projections and Forecasts
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Agreed-Upon Procedures Insights and Resources

Contact Us Today

If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.