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
Proactive Tax Planning for Real Estate Investors in a Tighter Market
For a while, real estate made a lot of investors look smart. Deals closed easily,…
Medicare Fraud Enforcement Now Runs on Data. Is Your Organization Ready?
Over two days in December 2025, one Florida medical supply company submitted roughly $18.4 million…
Moore on Manufacturing: When Your Best Customer Becomes a Concentration Risk
Landing a big customer feels like a win. But what happens when that customer grows…
Why Rising Operating Costs Are Eating Your Commercial Real Estate NOI
“You can make more revenue and technically make less money, because your expenses are increasing…
Real Estate Investor Tax Strategy: Why Planning Matters More Than Ever
“I never want tax to drive strategy and I want to make sure we’re grounded…
1031 Exchange Alternatives Every Real Estate Owner Should Know
If you own investment real estate, you’ve probably heard of a 1031 exchange. Sell a…
Be the First to Hear.
Sign up for our newsletter and have it delivered to your inbox, so you don’t miss a thing.
Jeremy Wright, CPA
Partner
Jeremy focuses on proactive tax strategies, credits and incentives, and long-term business planning for construction clients to support their profitability. He helps them analyze contract schedules, assess job profitability using key metrics and optimize financial structure for risk mitigation and growth. Jeremy also provides strategic guidance in areas such as budgeting, cash flow forecasting and bonding capacity.
Jeremy leads our firm’s Assurance service line and is a key member of our Construction Services team. He is a member of several industry-specific associations, including the Construction Industry CPAs and Consultants (CICPAC), the Florida Transportation Builders’ Association (FTBA), the Construction Financial Management Association (CFMA), the Florida Surety Association (FSA) and the Builders Association of North Central Florida (BANCF).
