Agreed-upon Procedures

Our goal is to present agreed-upon procedures in a style within reporting guidelines that ensures your understanding in addition to that of the end users.  Regulators, banks and regulatory agencies often require a CPA to perform specific procedures and tests on subject matter.  We then evaluate such items as contract or regulatory compliance, data, and processes and clearly report findings on specific procedures performed.

Our agreed-upon procedure services encompass a wide rage including:

  • Contract Compliance
  • Regulatory Compliance
  • U.S. Department of Housing and Urban Development electronic Real Estate Assessment Center data entry and validation
  • Low Income Housing Tax Credit Applications
  • 10% Cost Carryover Allocations
  • Tax Exempt Bond Financing for New York State Housing Finance Agency Applications

Trusting the experienced team at DiMarco to perform your agreed-upon procedures engagement is the right decision.