Agreed Upon Procedures, Financial Forecasts & Projections

Under agreed upon procedures, we perform procedures as directed by management and will submit our findings in a written report. This service is often used to assist management with investigation of misappropriations, assist management with due diligence in connection with acquiring a company, or to assist financial institutions and leasing companies with procedures related to certain accounts (revenues, inventory, receivables).

Scott Olinger, CPA, CGMA, CPIM, Paul Esche, CPA, CCIFP, CCA and Trudy Stock, CPA, CGMA

Financial forecasts and projections provide prospective information based on assumptions. This service is often used to negotiate financing with financial institutions or to determine financing needs.

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