Engagement
Agreed-upon procedures
Targeted testing of specific balances or calculations — royalties, grant spend, or related-party amounts — reported as factual findings.
Quote per procedure set
When this fits
When a lender, franchisor, or grant body asks you to prove a specific calculation without commissioning a full audit. You and the requesting party agree the exact procedures; we perform them and report the factual results without an opinion.
Examples of procedures
- Recalculation of royalty bases against sales ledgers
- Matching grant expenditure to supporting invoices and bank payments
- Confirmation of related-party balances and disclosure completeness
Constraints
We report only what the agreed procedures produce. We do not extend testing beyond the written list without a revised engagement letter.