About Us




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With our tax, accounting, auditing and consulting solutions, we can help you solve even the most complex challenges and achieve financial stability.

Media Office
Rose Tree II, 1400 N Providence Road Suite 1040 Media, PA 19063
610.565.1120 /

Chadds Ford Office
411 Old Baltimore Pike, Chadds Ford, PA 19317

Compilations, Reviews & AUP

Our team will work with you to make sense of your financial reporting and provide you with suggestions that may benefit your company.

Compilations, Reviews & Agreed Upon Procedures (AUP).

A compilation is a summary of your business’s financial statements using the data you provide. This method provides no opinions or assurance; it is just a means to present your business’s financial performance. 

A review provides limited assurance, which means it’s not as thorough as an audit but is more detailed than a compilation. In a review, an auditor performs analytical procedures and inquiries of management to determine if your financial statements are free from material misstatements and meet generally accepted accounting principles established by the American Institute of Certified Public Accountants (AICPA). There are no laws that require a review, but an analysis of your company’s finances can save you time, money, and resources.

Agreed-upon procedures (AUP) are standards you set before hiring our audit team. Usually, this is done because there is a specific process or portion of the business that needs testing. Our team only focuses on procedures related to the agreed-upon areas of the business. We present factual findings with no opinions or assurances.  This includes procedures that may need to be performed for those that run PreK or other social programs funded by the City of Philadelphia or any of the surrounding counties. 

If you are unsure of your business needs, our team will work with you to make sense of your financial reporting and provide you with suggestions for services that may benefit your company.

Types of Attest Services: 

  • Compilation reports
  • Reviews 
  • AUP
  • Due diligence when buying or selling an entity, division, and/or product line
  • City-regulated AUP for city contracts 
  • Accounts receivable/payable processes
  • Special reviews of internal procedures

Is Your Money Working As Hard As You?

When our clients succeed, we succeed. We help you identify areas that impact your growth and profitability, and work with you to develop comprehensive solutions. For more information, send us a message.