Trust the Experts with Your Books

Leading CPA Firm Serving PA, NJ, NY, DE, & More

Agreed Upon Procedure Experts Serving Bucks County, Montgomery County, & Philadelphia 

When you’re involved in running a business, it can be difficult to remain subjective when it comes to your finances. When you need an objective, unbiased third party to assess your financial procedures, you can rely on the experts at SD Associates, P.C. We provide agreed upon procedure services for businesses in Bucks County, Montgomery County, Philadelphia, and the surrounding areas. These services are often used by businesses that are changing accounting firms, have banking covenants, going through an acquisition, or otherwise need an objective analysis of their financial procedures.

 If you’re looking for a firm that offers agreed upon procedure services that you can trust, look no further than SD Associates, P.C. Our team of certified public accountants has over 35 years of experience performing agreed upon procedures. Contact us today to learn more or to schedule your consultation.

The Benefits of Professional Business Assistance

When it comes to agreed upon procedures, you need to enlist a trusted CPA to ensure that the procedures are carried out objectively and accurately. This is the only way to guarantee that you’re getting an unbiased assessment of your financial procedures. There are many benefits to working with a professional CPA firm, including:

Objectivity: When you work with a CPA firm, you can be confident that the agreed upon procedures will be conducted objectively. This is essential in ensuring that the results of the procedures are accurate and reliable.

Experience: Our CPAs have the experience and expertise necessary to correctly conduct agreed upon procedures. This experience is essential in ensuring that the procedures are conducted accurately and efficiently.

At SD Associates, P.C., we understand the importance of accuracy and objectivity when it comes to agreed upon procedures. We also understand that businesses need to be able to rely on the results of these procedures. That’s why we only work with experienced, certified CPAs. In addition to our main accounting team, our other staff members are also highly trained and experienced. This allows us to provide you with the high-quality services that you need and deserve.

Agreed Upon Procedure FAQs

What is an agreed upon procedure?

An agreed upon procedure is a service that is performed by a CPA at the request of a business or another third party. The CPA will conduct an audit or review of a particular business process or test. The specifics of the procedure will be set by the business and the CPA working in tandem. Both parties must agree to the terms – hence the name ‘agreed upon procedure.’

How is an agreed upon procedure different from an audit?

An agreed upon procedure is different from an audit in that the procedures that are performed are agreed upon between the business and the CPA. An audit is conducted by a CPA at the request of a financial institution or another third party.

Why would a business need an agreed upon procedure?

There are many reasons why a business might need an agreed upon procedure. These procedures are often used when a business is changing accounting firms, going through an acquisition, or otherwise needs an objective analysis of their financial procedures.

Why SD Associates, P.C.

Unparalleled service: At SD Associates, P.C., we pride ourselves on providing our clients with the highest level of service. We understand that handling your business’s finances can be a complex and time-consuming task. That’s why we’re dedicated to providing our clients with the support they need, when they need it. When you’re looking for expert help with agreed upon procedures in Philadelphia, Bucks County, Montgomery County, or the surrounding areas, you can rely on SD Associates, P.C.

High professional standards: Our quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the best possible rankings. To further ensure the quality of our work, we adhere to all of the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations.

Wide client base: We offer our services to businesses of all sizes, from small, family-owned businesses to large companies. We also work with individuals,  and non-profit organizations. Our team has the experience and knowledge to benefit any business looking for a licensed Philadelphia CPA firm.

Accessibility: If you’ve ever worked with an accounting firm, you may be familiar with the frustration of trying to get in touch with a live person. At SD Associates, P.C., we understand that timely communication is essential to providing our clients with the best possible service. That’s why we make ourselves available when you need us. We have an extensive network of support staff that is always available to answer your questions and address your concerns.

Areas We Serve

SD Associates, P.C. is pleased to offer expert assistance with agreed upon procedures in the tristate area. Our service areas include, but are not limited to: 

• Philadelphia, PA
• Bucks County, PA
• Montgomery County, PA
• Chester County, PA
• Lehigh County, PA
• South Jersey
• North Jersey
• Delaware
• Maryland

Contact Our Agreed Upon Procedure Firm in Bucks County, Montgomery County, & Philadelphia Today

If you’re in need of an objective analysis of your business’s financial procedures, contact the experts at SD Associates, P.C. We offer a wide range of services to businesses in Philadelphia, Bucks County, Montgomery County, and throughout the tri-state area. Our team is dedicated to providing our clients with the highest level of service, and we’re sure to offer you the best accounting service. Get in touch with us today to schedule a consultation or to learn more about our range of financial and tax services.