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I will perform agreed upon procedures aup and prepare professional reports
CPA AUP and Financial Reporting Specialist
I provide professional support for Agreed-Upon Procedures (AUP), financial analysis, accounting documentation, and reporting. I can help organize client-provided financial information, perform agreed ...
About this Gig
Need professional support with an Agreed-Upon Procedures (AUP) engagement?
I can help you organize financial information, perform specified procedures, document results, and prepare clear AUP-related deliverables based on your instructions and provided documentation.
My AUP support can include:
- Agreed-upon procedures documentation
- Financial data review and testing
- Account and transaction testing
- Reconciliation and analytical procedures
- Supporting sche dules and working papers
- Documentation of findings and exceptions
- Financial statement and supporting-document review
- Professional AUP report formatting
- Excel-based financial schen d ules
- Clear presentation of factual findings
I work carefully with the proc e d ures, criteria, and evidence you provide to help produce organized and professional documentation.
Please contact me before ordering so we can discuss the engagement requirements, pro c e d ures, financial information, and expected deliverables.
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Industry:
Data analytics
•
Financial services
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
FAQ
What is an AUP engagement?
An Agreed-Upon Procedures engagement involves performing specific procedures agreed upon by the relevant parties and reporting the factual findings without providing an audit or assurance opinion.
What information do you need to start?
I typically need the agreed procedures, objectives, applicable criteria, financial data, supporting documents, reporting requirements, and any templates you want followed.
Can you prepare AUP working papers?
Yes. I can help organize testing documentation, supporting schedules, calculations, evidence references, and working papers based on the engagement requirements.
Can you prepare an AUP report?
Yes, I can prepare or format an AUP-related report based on the agreed procedures and documented factual findings.
Can you work with Excel files?
Yes. I can work with Excel-based financial schedules, transaction listings, reconciliations, calculations, and testing documentation.
