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.
Patrick Morin
Principal
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.
How we can help you
- SSAE 18 & System and Organization Control (SOC) Reports
- SOX Compliance & Internal Control Review
- IT Assessments
- IT General Controls Reviews & Assessments
- Compliance Assessments
- Disaster Recovery and Business Continuity Planning
- ESG reporting services
What our clients are saying
I have complete satisfaction with all of the work done by our team at BNN. The staff is friendly, helpful, extremely knowledgeable, and always patient in explaining various concepts we may need to understand. Everyone goes above and beyond to keep us on track, no matter what the issue.