Independent & Objective
Our work adheres to the highest standards of professional integrity and independence.
When you need assurance over specific financial or operational matters—but not a full audit—Agreed-Upon Procedures (AUP) engagements offer a focused, cost-effective solution. Wei, Wei, & Co. helps organizations gain clarity and confidence by performing tailored procedures that deliver exactly the information stakeholders require.
Agreed-Upon Procedures are a type of assurance service governed by the AICPA’s AT-C Section 215 (under SSAE standards). In an AUP engagement, we perform only the specific procedures agreed upon by the client, relevant parties, and our firm. The result is a factual report of findings, with no opinions, conclusions, or assurance provided—just clear, objective results.
This approach offers flexibility and transparency, especially when you need to:
AUP engagements are ideal when:
We tailor each engagement based on your needs and the audience relying on the findings. Common areas include:
Financial and Accounting
Regulatory & Compliance
Operational or Contractual
Our process is designed to provide clarity, efficiency, and transparency at every step:
Agreed-Upon Procedures are a type of assurance service governed by the AICPA’s AT-C Section 215 (under SSAE standards). In an AUP engagement, we perform only the specific procedures agreed upon by the client, relevant parties, and our firm. The result is a factual report of findings, with no opinions, conclusions, or assurance provided—just clear, objective results.
This approach offers flexibility and transparency, especially when you need to:
Our work adheres to the highest standards of professional integrity and independence.
Each AUP engagement is customized to your exact specifications—no cookie-cutter solutions.
Our work adheres to the highest standards of professional integrity and independence.
We prioritize clear timelines, proactive communication, and a seamless client experience from start to finish.
No. Unlike audits or reviews, an AUP engagement does not provide assurance. It reports factual findings based solely on the procedures performed.
Yes, but only with those specified in the engagement letter. AUP reports are intended for use by parties who agree to the procedures performed.
Generally, yes. Because the scope is limited and focused, AUP engagements typically require less time and cost than a full audit.
If you're seeking targeted insights without the time and cost of a full audit, an Agreed-Upon Procedures engagement may be the perfect solution. Contact us today to learn more or to schedule a free consultation.
Member of AICPA, NYSSCPA, CASCPA