Agreed-Upon Procedures Engagements
Agreed-Upon Procedures
Agreed-Upon Procedures Engagements
When defined procedures need to be performed on specific financial information, whether for a funder, regulator, partner or your own needs, we carry out agreed-upon procedures and report factual findings, leaving conclusions to you.
Defined scope
We agree the exact procedures with you and the relevant parties upfront.
Factual-findings report
A clear report of findings. It contains no opinion or assurance, by design.
Funder & grant compliance
Common for grant, donor, franchise and contractual requirements.
ISRS 4400 standard
Performed in line with the international standard for agreed-upon procedures.
How we work
A clear, structured approach
Consultation & Assessment
We review your systems, reporting and obligations to find the risks and opportunities.
Customised Strategy
A tailored plan aligned with IFRS, SARS requirements and your goals.
Implementation & Support
We implement, ensure compliance and provide ongoing support as you grow.
Related services
Ready to get started with Agreed-Upon Procedures?
Book a consultation with our Chartered Accountants and let's get your business compliant and growing.