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Agreed Upon Procedures
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Customized engagements to meet your objectives.

Sometimes you need something outside of the scope of an audit, compilation or review. If you or a third party are seeking insight on specific subject matters but don't necessarily need a financial audit, an Agreed Upon Procedure (AUP) for specific procedures and report findings might be of value.

AUPs are helpful for companies that have concerns about a single aspect of their financials, internal controls or financial reporting. Your specific needs are a priority and customized procedures are developed to address your requirements. We work with you to identify and perform set procedures to assist in evaluating subject matters based upon your needs. What you will receive is an independent report with clear results addressing your requirements. Because the scope of services is limited and more focused, your organization can save time and money.

Agreed upon procedures can deliver immediate value and deliver the credibility and appropriate level of assurance that addresses your concerns.

Examples when this procedure may be beneficial include: 

  • Testing internal controls
  • Mergers or acquisitions
  • Compliance with regulatory requirements
  • Accounts receivable and inventory
  • Contract compliance

If you are looking for a dedicated CPA, we can help!

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Glendale, CA
550 North Brand Blvd.
14th Floor
Glendale, CA 91203
Phone (818) 637-5000

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El Centro, CA
3205 South Dogwood Ave.
El Centro, CA 92243
Phone (760) 352-1021

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San Diego, CA
7676 Hazard Center Dr.,
Suite 1150
San Diego, CA 92108
Phone (619) 849-6500

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Watsonville, CA
579 Auto Center Drive
Watsonville, CA 95076
Phone (831) 724-2441

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The Consulting Group
550 North Brand Blvd.
14th Floor
Glendale, CA 91203
Phone (818) 637-5000


Hutchinson and Bloodgood LLP is an affiliate of PKF International and Allinial Global, associations of legally independent accounting and consulting firms who share education, marketing resources, and technical knowledge in a wide range of industries. We are independent accounting firms coming together to support the success of independent client companies.

@ 2019 Hutchinson and Bloodgood LLP