Agreed Upon Procedures

Just the Facts

We can help with your specialized needs

There are various business situations that can arise that an assurance engagement like an audit, review or compilation may not be appropriate however specific assurance procedures may be needed. An agreed upon procedures engagement could be the solution.

For agreed upon procedure services, our team of qualified auditors carry out very specific procedures based on the exact requests, needs and goals of the client. Our team provides a fact based financial report based on the findings of the procedures and no expressed opinions are made. Clients can use the valuable report for their specific needs.

Our specialists

Michael McCarthy, CPA, CVA

Firm Managing Partner


Allen Akins, CPA, CVA

Jacksonville Office Managing Partner


Alfredo Reynoso, CPA

Assurance Partner



  • Audit Preparation
  • Litigation Support
  • Compliance
  • Monitoring of Internal Processes
  • Mergers & Acquisitions

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