You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

header_Engage_final.jpg

Agreed-Upon Procedures

“I wish I didn’t have to wear a tie, because I’m not a formal bean counter. I am a collaborator. I define value for my clients by knowing the industry, knowing their goals and being able to provide the service to make it happen.”

 

– Jeffrey A. Elwell, CPA, Director

 
Not every organization or business needs an audit.  Before performing any engagement, BLS listens to our client’s needs and objectives in order to propose the appropriate service. It may turn out that an ‘audit’ is not needed but a tailored agreed-upon procedure performed by a BLS team member would suffice.

Our Agreed-Upon Procedures Include
  • Internal control systems and policies review and evaluation
  • Fraud susceptibility analysis
  • Forensic accounting
  • Budget and cash flow forecasts and analyses

 

Contact Our Agreed-Upon Procedures Professionals

Looking for assistance with agreed-upon procedures? For additional information on our agreed-upon procedures services, please contact Jeff Elwell, CPA, at 302-225-0600, or click here to email Jeff. In a brief consultation he can assess your situation and determine the best way to proceed.

  • CONTACT JEFF

     

     

    For additional details please contact Jeff. He looks forward to hearing from you.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

  • BELFINT NONPROFIT BLOG

    • ASU 2013-06: Reporting of Services Rendered from Personnel of an Affiliate

      In April 2013, the FASB issued Accounting Standards Update (ASU) 2013-06, Not-for-Profit Entities: (Topic 958): Services Received from Personnel of an Affiliate. ASU 2013-06, effective for fiscal years beginning after June 15, 2014, clarifies how nonprofit entities recognize and measure services received from personnel of an affiliate to ensure consistency amongst financial statement presentations.

    • Does your ERISA 403(b) Plan need a financial statement audit?

      Many nonprofits who sponsor ERISA 403(b) plans are not aware that they need an audit, because counting participants involves much more than knowing how many full-time employees the organization has or how many account balances are in the plan.

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

© 2014 by Belfint Lyons & Shuman, P.A. All rights reserved.