Agreed Upon Procedures

We provide Step Up for Students Agreed Upon Procedures and accounting for privately held schools that receives over 250K in scholarships.

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If you receive over $250K (combined) from 

  • McKay
  • ​Step Up for Students
  • ​Hope and Gardiner
  • ​Florida Tax Credit
Then you are required to provide an Agreed Upon Procedures report by an independent Certified Public Accountant who performs the agreed-upon procedures developed pursuant to s. 1002.395(6)(o), F.S. if the private school received more than $250,000 in scholarship funds. 

The private school must submit the report by September 15 to the scholarship funding organization that awarded the majority of the school’s scholarship funds. A school that received more than $250,000 in scholarship funds only through the McKay Scholarship must submit the annual report to the Department of Education.

Frequently Asked Questions

Why is this important?
Your school plays a vital role in the community and in the lives of your students, it’s the cornerstone that shapes and secure the success of our country. Agreed Upon Procedures are mandatory however, they provide tremendous benefits that your school can utilize to grow and become more successful.
What's the onboarding process like?
Our process is simple,
1. Download our AUP Checklist
2. Set up a call below via our online calendar
3. We determine if we are a right fit for each other
4. If you are the right fit, then we proceed to the next stage
Can you provide AUP virtually?
Yes, we will set up an online portal for you to upload all documentation required
How long does it take?
If you submit all documentation required from the checklist, we can complete the work within 2 weeks. 
When should I contact you?
To meet the September 15 deadline, I recommend you contact me prior to the end of the school year, reason is because we must conduct on-site field visit of the current school year. 

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"We were very impressed with C.S. West and Associates work. They were knowledgeable, organized, efficient and reliable. Their work was outstanding! We would definitely recommend them to everyone we know."

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