Other Assurance Services

OtherAssuranceServices

Specialist assurance services helping U.S. businesses meet specific regulatory, contractual, and reporting obligations with independent, credible assurance.

Assurance Beyond the Audit
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Overview

AssuranceBeyondtheAudit

U.S. businesses face a growing range of specific assurance obligations that sit outside the scope of a standard external audit.

Without independent specialist assurance, businesses risk regulatory non-compliance, lender disputes, and undetected contractual breaches.

WEchartered delivers targeted, credible specialist assurance engagements that give U.S. businesses and their stakeholders the confidence they need.

Our Other Assurance Services

Agreed Upon Procedures

We perform targeted agreed upon procedures engagements providing U.S. businesses with independent factual findings over specific financial or non-financial information.

AUP Engagements

  • Agreed Upon Procedures
  • Independent Verification
  • Targeted Assurance
  • Factual Findings Report

Covenant Reviews

We prepare independent covenant compliance reports helping U.S. borrowers satisfy lender requirements and identify potential covenant breaches before they become critical.

Covenant Compliance

  • Covenant Compliance Review
  • Lender Compliance Reports
  • Financial Covenant Testing
  • Debt Covenant Advisory

Pensions Scheme Assurance Services

We deliver independent assurance over pension plan financial statements and governance helping U.S. businesses meet ERISA, DOL, and plan trustee reporting obligations.

Pension Assurance

  • Pension Plan Assurance
  • ERISA Compliance Audit
  • DOL Reporting Support
  • Defined Benefit Assurance

Regulatory Reporting

We provide independent assurance over regulatory submissions helping U.S. businesses verify data accuracy, methodology, and disclosure completeness before filing with regulators.

Regulatory Assurance

  • Regulatory Submission Review
  • Data Accuracy Verification
  • Disclosure Completeness
  • SEC Reporting Assurance

Royalties

We conduct independent royalty audits verifying payment accuracy and licensing agreement compliance for U.S. businesses in technology, media, pharma, and natural resources sectors.

Royalty Audits

  • Royalty Audit Services
  • Licensing Agreement Compliance
  • Royalty Payment Verification
  • IP Royalty Audit
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Industries We Serve

Who We Work With

Banking & Financial Services

Financial Services

Delivering covenant reviews, regulatory reporting assurance, and AUP engagements for banks and lenders.

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Technology

Conducting royalty audits and agreed upon procedures for software licensing and IP agreements.

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Pharmaceuticals

Providing royalty and licensing assurance for pharma businesses with complex IP commercialization arrangements.

Manufacturing

Manufacturing

Delivering covenant compliance and AUP engagements for manufacturers with leveraged debt facilities.

Professional Services

Media

Conducting independent royalty audits for media and entertainment businesses protecting licensing revenue.

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What We Offer

Specialist Assurance Services for U.S. Businesses

From agreed upon procedures and covenant compliance to royalty audits and regulatory reporting assurance, WEchartered delivers targeted independent assurance across every business need.

01

Agreed Upon Procedures

Independent AUP engagements delivering targeted factual findings over financial and non-financial information for U.S. businesses.

02

Covenant Compliance Reviews

Independent covenant compliance reporting satisfying lender requirements and flagging potential breaches early.

03

Pension Scheme Assurance

ERISA and DOL-compliant pension plan assurance for U.S. businesses and plan trustees.

04

Regulatory Reporting Assurance

Pre-submission review of regulatory filings verifying accuracy, methodology, and disclosure completeness.

05

Royalty Audit Services

Independent royalty audits verifying licensing payment accuracy and contractual compliance across industries.

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Our Process

How We Deliver Specialist Assurance

A structured four-step approach ensuring every specialist assurance engagement is scoped, executed, and reported to the highest professional standards.

  • 01

    Step 01

    Scope and Planning

    We define procedures, objectives, and timelines with you before commencing any work.

  • 02

    Step 02

    Data and Evidence

    We gather and review relevant information, documentation, and supporting evidence systematically.

  • 03

    Step 03

    Procedures and Testing

    We execute agreed procedures with precision and document all findings independently.

  • 04

    Step 04

    Reporting and Delivery

    We issue clear, independent reports meeting the requirements of lenders, regulators, and stakeholders.

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CASE STUDIES

Real-world examples of our work and impact.

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Private Equity Fund Firm in the USA

A US-based private equity fund firm managing multiple portfolio companies approached WEchartered to improve its portfolio monitoring and financial oversight capabilities.

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A CPA / Accounting Business in Australia

A well-established CPA and accounting services firm based in Australia approached WEchartered to address operational challenges caused by a shortage of skilled accounting professionals.

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An Influencer Funding Firm in the USA

A rapidly growing influencer funding firm in the United States approached WEchartered to improve the efficiency of its outreach and lead discovery operations.

Other Assurance Services FAQs

Agreed upon procedures are engagements where an independent accountant performs specific procedures on financial or non-financial information and reports factual findings without expressing an opinion or conclusion. U.S. businesses use them for targeted investigations, transaction support, regulatory submissions, and lender requirements where a full audit is not necessary but independent verification is required.
A covenant review is an independent assessment of whether a borrower is meeting the financial and operational covenants set out in their loan or credit agreement. U.S. businesses with leveraged debt facilities often require periodic covenant compliance certificates. WEchartered prepares independent covenant compliance reports that satisfy lender requirements and provide management with early warning of potential breaches.
Pension scheme assurance provides independent verification over the financial statements, contributions, and governance of employee pension and retirement plans. U.S. businesses sponsoring defined benefit or defined contribution plans may require independent assurance to satisfy ERISA obligations, DOL requirements, and plan trustee reporting standards. WEchartered delivers pension assurance engagements tailored to each plan's specific requirements.
WEchartered provides independent assurance over regulatory submissions prepared by U.S. businesses for federal and state regulatory bodies. Our team reviews data accuracy, methodology, and disclosure completeness before submission, reducing the risk of regulatory challenge or restatement. We work across sectors including financial services, energy, healthcare, and telecommunications where regulatory reporting obligations are significant.
A royalty audit is an independent examination of royalty payments and calculations to verify that amounts paid or received comply with licensing agreement terms. Businesses in media, publishing, technology, pharmaceuticals, and natural resources regularly commission royalty audits to protect revenue, ensure contractual compliance, and resolve disputes between licensors and licensees.
Specialist assurance engagements are scoped based on the specific procedures required, the volume and complexity of information to be reviewed, and the intended use of the output. WEchartered works closely with each client at the outset to define the engagement scope, agree procedures, and set realistic timelines, ensuring the engagement delivers exactly the assurance needed efficiently and cost-effectively.
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