Agreed-Upon Procedures

Make sure every step is being followed

Through Agreed-Upon Procedures (AUP) reviews, our team will test, verify or validate specific matters or processes on behalf of a set of stakeholders, such as management, the board, or third-parties.  Through our work, you will gain confidence that your objectives are being achieved, ensuring you the greatest chance of success.

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Practice Lead

Patrick Morin


Pat specializes in AICPA’s SOC for Service Organizations (SOC 1® and SOC 2®), Sarbanes-Oxley Act, information technology controls, and data extraction and analysis. Pat also leads the firm’s ESG-related services, assisting clients with ESG planning and reporting efforts.

Validation of your processes

Agreed-Upon Procedure (AUP) engagements are conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants (AICPA). AUPs are a great option when reporting is needed outside a typical audit or review. The procedures are agreed upon between all parties and we provide reporting back on our findings.


We look forward to partnering with you.