Agreed Upon Procedures (AUP)

Sax advisors can provide independent and objective reporting based on agreed upon procedures (AUPs) we determine with you beforehand.

This reporting can be as limited or extensive as you need, and we will make no formal conclusions. We simply act as your fact finders on specific areas of concern for your business to help you draw conclusions and gain important insights without committing to an in-depth engagement.

Through our AUP engagements, we can target specific financial data or non-financial information which can include examining financial records, operational efficiencies, internal controls, conducting due diligence, compliance and projections and forecasts.