Agreed-upon procedures
Only the checks you and the reader agree, reported as facts found, with no opinion.
What agreed-upon procedures can cover
Grant spending
We check a sample of payments against the grant budget and the funder’s rules, and list what we found.
Turnover for a landlord
We agree the sales figure on a turnover-rent statement to your records.
Franchise fees
We recompute the fees due to a franchisor from your sales reports.
Loan covenants
We recompute the ratios your lender sets from the accounts and list the results.
Tell us who is asking
A lender, a funder or the law usually decides which work you need. Send us the request and your year end; we reply with a fixed quote and a timetable.