Agreed-Upon Procedures

Agreed-Upon Procedures offer more versatility and flexibility compared to other engagements such as audits, reviews, and compilations. As long as both parties agree, a client can engage with an accounting firm to provide a designated number of procedures of their choice that may be outside the scope of a regular audit, review, or compilation.

Agreed-Upon Procedures differ from the typical other forms of engagement in that they do not offer an opinion, should not provide negative assurance, and they are not necessarily attached to a fiscal year. With the increase in popularity over the years, Verdeja, De Armas & Trujillo, LLP has gained extensive experience in performing Agreed-Upon Procedures.

Typical uses of Agreed-Upon Procedures reports include:

  • Mergers & Acquisitions
  • Audit Preparation
  • Compliance to governmental agencies
  • Parent-Subsidiary
  • Preventative/Maintenance
  • Changes in top management
  • Investigative
  • Employee/Vendor Compensation
  • Bench-marking


Accounting and Bookkeeping

Audits Reviews and Compilations | Auditing Service

Business plans | Formulate Business Plan

Business Valuation Service

Certified Acceptance Agent Service

Computing & Technology | Technology Strategies

Consulting | Business and Operations Planning

Forecasting & Projections | Financial Forecasting

Forensic Accounting | Fraud Prevention

Internal Audit | Risk Assessments

International Taxation

Investment Advisory | Financial Planning | VDCPA

Litigation Support

Merger Acquisition Due Diligence | Corporate Finance

Pension Plans | Employee Benefit Plan Audits

QuickBooks Help | Consulting and Assistance

Step Up For Students Agreed-Upon Procedures

Tax Consulting and Compliance Services

The Childrens Trust | Program Specific Audit

Training/Seminars | Guidance On New Pronouncements