Agreed-Upon Procedures

An agreed-upon procedures engagement is the one in which Wegner CPAs is engaged by you to perform specified procedures and issue an independent report of findings to the specified parties. Wegner performs agreed-upon procedures on a wide variety of subject matters, tailoring our services to your very specific needs.

Examples of our agreed-upon procedures include:

  • Assisting in counting ballots for elections or other functions
  • Agreed-upon procedures regarding compliance with regulatory requirements
  • Determining whether the electronic submission of certain information agrees with the related hard copy documents within the audit reporting package required by the HUD Audit Guide