Pellegrino, Saccomani & Wells, CPA's, LLP | Agreed-upon procedures
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Agreed-upon procedures

From fact-finding to gaining important insights on specific components of a business, situations often call for a more precise approach to data analysis. In these circumstances, an “agreed-upon procedures” engagement can be a useful solution. Under such an arrangement we carry out very specific work to cover your areas of concern in a laser-focused manner. 

Examples include but not limited to:
  • implementation of management accounting and internal product or business unit costing system
  • forecasting and business model development
  • analysis of internal processes and review of flow dynamics 
  • periodic liquidity management analysis
  • analysis of the efficiency of the inventory management system
  • pre and post systems implementation review
  • systems review of leading accounting software's best practices (i.e. Quickbooks, Peachtree, Sage, Oracle)