Targeted Assurance for Peace of Mind
Focused Verification. Reliable Insights. Confidence in Every Decision. Trust is important—but verification is essential.
You’ve built a strong business, assembled a trusted team, and established financial processes you believe in. Maybe you’ve even undergone an audit that confirmed the integrity of your financial records.
And yet… that lingering question remains: Is everything truly as it seems?
With so much at stake, seeking additional reassurance isn’t just wise—it’s essential. That’s where Agreed-Upon Procedures (AUP) engagements come in.
- Targeted financial clarity—without the time and expense of a full audit.
- Independent verification of key financial areas.
- Confidence in financial transactions, compliance, and risk management.
- AUP engagements provide a highly focused, customized alternative to full audits.
- Instead of reviewing broad financial statements, we examine specific areas of concern, providing clear, actionable insights.
- You define the scope. We deliver objective, verifiable results.
By narrowing the focus, AUP ensures efficiency, precision, and transparency—exactly where you need it most.
AUP engagements can be tailored to your unique business needs, offering insights into key financial, compliance, and operational areas.
- Bank Reconciliations – Ensure accuracy, detect anomalies, and confirm cash balances.
- Balance Sheet Accounts Review – Verify assets, liabilities, and equity balances.
- Vendor & Accounts Payable Audits – Ensure payment accuracy, contract compliance, and proper obligations.
- Customer & Vendor Agreements – Confirm terms, conditions, and compliance with contractual obligations.
- Mergers, Acquisitions & Business Sales – Conduct financial due diligence before major transactions.
- Fraud Investigations – Identify financial irregularities and potential misstatements.
- Employee Expense Reimbursements – Assess compliance, legitimacy, and prevent misuse.
- Dependent Eligibility for Benefits – Verify health insurance and employee benefit claims.
- Grant & Government Compliance – Ensure adherence to funding and regulatory requirements.
AUP provides tailored, efficient financial verification for high-priority business decisions.
Work with our team to identify the specific areas that need verification—whether financial transactions, internal controls, or compliance concerns.
We conduct detailed examinations of records, contracts, and financial documentation.
Receive an independent, fact-based report detailing our observations—so you can take informed action.
Our team provides guidance on risk mitigation, compliance strategies, and process improvements.
Clear, actionable insights—delivered efficiently.
The Benefits of Agreed-Upon Procedures
Why Choose KSDT CPA for Agreed-Upon Procedures?
When trust isn’t enough, KSDT CPA provides verification you can rely on.
At KSDT CPA, we provide expert financial verification services that ensure your business has the insights, accuracy, and confidence needed for success.
✔ Decades of Assurance & Audit Experience.
✔ Tailored AUP Engagements for Every Business Size & Industry.
✔ Deep Expertise in Risk Mitigation & Compliance.
✔ Clear, Concise Reporting to Support Decision-Making
Ensure compliance, protect assets, and verify financial integrity—efficiently.
- Identify risk areas & prevent financial misstatements.
- Strengthen internal controls with precise, independent verification.
- Gain peace of mind with expert financial insights.
🌟 Your Business. Your Data. Your Confidence. Let’s Ensure Accuracy Together.
Are you ready to discover how expert tax planning can elevate your business? Schedule a consultation with KSDT CPA today and take the first step toward financial flexibility and success.
Not sure what you need?
Tell us what stage your business is in, and we can provide some guidance
