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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.

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

     

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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.

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