Add Veracity with Agreed-Upon Procedures

Agreed-upon procedures are detailed reports focused on an area of your choice. At Buchbinder, our clients come to us when they want to hone in on a particular area using specific procedures performed on a subject matter. We serve clients in New York, New Jersey, Maryland, Virginia and Washington, D.C, as well as throughout the United States.

Your Report, Your Procedures

Since agreed-upon procedures are not a financial statement audit, you decide on the procedures to be performed. A highly customizable service, we often help our clients design the applied procedures based on what they are trying to accomplish. Our CPAs will then prepare a very specific report detailing the findings.

The needs of our clients vary widely, so the nature, timing and extent of the agreed-upon procedures may vary as well. While we provide a thorough and accurate report of the findings, our clients come to their own conclusion regarding the results.

What We Do and Who We Serve

We work with non-profit organizations, labor unions, and privately held and family-owned businesses in varying scenarios, including:

  • Payroll compliance
  • Verifying common charges billed by landlords
  • Determining quality of financial records
  • Pre-acquisition due diligence
  • Royalty calculations