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Agreed-Upon Procedures (AUP)

Flexible Engagements Designed Around Your Specific Needs

Independent agreed-upon procedures engagements that provide objective, factual results tailored to your organization’s unique reporting and compliance objectives

When organizations require independent verification of specific financial, operational, or compliance matters, an Agreed-Upon Procedures (AUP) engagement offers a flexible and efficient solution. Davis Farr works with clients to develop customized procedures that address their unique objectives while providing factual findings that support informed decision-making.

Our professionals perform AUP engagements for government organizations, nonprofit organizations, commercial organizations, funding agencies, and other stakeholders on a wide range of financial, compliance, operational, and regulatory matters. We work collaboratively with clients to ensure the procedures performed are meaningful, clearly communicated, and aligned with the needs of the intended users.