CPAs offer a wide menu of services. One of the lesser-known options is an agreed upon procedures (AUP) engagement. It uses procedures similar to an audit, but on a limited scale. It may target specific financial or nonfinancial data or a specific financial statement. An AUP report lists the procedures performed and the CPA’s findings; it’s the user’s responsibility to draw conclusions based on those findings. Contact us to customize an AUP engagement that fits the needs of your business and its stakeholders.
Are you a volunteer who works for charity? You may be entitled to some tax breaks if you itemize deductions on your tax return....
A Health Savings Account (HSA) offers tax-advantaged funding of health care costs. If you have a qualified high-deductible health plan, you can contribute to...
As in the for-profit world, sometimes not-for-profits need to spend money to make money. This is particularly true when it comes to fundraisers. At...