A client required an Agreed-Upon Procedures (AUP) review by a CPA and needed their fiscal year accounting and financial reporting completed in preparation for the audit.
Our accountant reviewed the AUP program requirements, identified areas of non-compliance, and proposed corrective actions. We reorganized the chart of accounts, recorded transactions in accordance with program guidelines, and provided recommendations for documenting internal policies and procedures. As a result, the client passed the CPA’s AUP review with minimal findings and maintained compliance with the program.