Hooked on a Feeling…
You’ve known and trusted your employees for a long time. You’re involved with all aspects of your operations and have a solid understanding of how things go. Maybe you’ve even had a thorough financial statement audit that yielded a positive report attesting to the soundness of your financial practices.
And yet… something still keeps you up at night, wondering if everything is truly as it seems.
It’s a completely normal feeling; with so much invested in your organization, any doubt will gnaw at you. So the question isn’t whether to act on it, but how to act on it. Because it never hurts to seek additional reassurance that your house is in order.
Agreed-Upon Procedures for Peace of Mind
James Moore’s agreed-upon procedures engagements provide a more focused alternative to traditional financial statement audit, review and compilation services. Specific items or procedures are selected for close scrutiny after being “agreed upon” by you, your CPA and any appropriate third party (hence the name!). By narrowing the scope of our efforts, we’ll provide a concise report that pinpoints your area of concern.
Agreed-upon procedures can be used in a wide variety of engagements, including:
- Bank reconciliations
- Balance sheet account
- Accounts payable vendors
- Customer/vendor agreements
- Sale of a business
- Fraud investigations
- Employee expense reimbursements
- Dependency claimed for health insurance benefits
- Compliance with grant or government agreements
Latest Articles
Florida Awards $8M+ Through Job Growth Grant Fund for Infrastructure
Governor Ron DeSantis announced over $8 million in Florida Job Growth Grant Fund awards for critical infrastructure investments and workforce training expansion. The funding supports manufacturing competitiveness and addresses skilled labor shortages across Florida’s industrial sectors.
Southeast Toyota Expands Jacksonville Port Operations to Drive Growth
Southeast Toyota has established a new facility at Jacksonville Port, expanding automotive distribution operations in Northeast Florida. The facility strengthens JaxPort’s automotive sector and positions the port as a key hub for Toyota vehicle distribution throughout the Southeast.
JST Corp Announces $500M Electronics Plant Expansion in Alabama
JST Corp announced a transformative $500 million expansion of its Alabama electronics manufacturing plant, representing one of the largest manufacturing investments in the state’s recent history. The electronics manufacturer’s substantial facility enhancement will significantly boost production capacity and strengthen Southeast operations.
Mitutoyo Opens New Precision Manufacturing Facility in Lakeland
Mitutoyo, the Japanese precision measurement equipment manufacturer, has opened a new manufacturing facility in Lakeland, Florida. The facility expands Mitutoyo’s operations in the Southeast and provides enhanced support for the region’s growing precision manufacturing sector.
Avera Health Receives Record $35 Million Gift for New Golisano Children’s Hospital in Sioux Falls
Avera Health received a record $35 million gift from philanthropist B. Thomas Golisano to support construction of a new children’s hospital in Sioux Falls. The facility will open in 2027 as part of Avera’s largest expansion project and joins a growing national network of pediatric hospitals.
Dania Beach City Commission to Review Mixed-Use Development Plan for Dania Pointe Expansion
Dania Beach City Commission will review plans for apartments and retail at Dania Pointe, marking another mixed-use expansion in South Florida. This development highlights important trends for commercial real estate professionals to monitor.
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Jeremy Wright, CPA
Partner
