Technical accounting and advisory
A researched answer, cited to the standard, without the partner hours.
Specialist project teams for accounting, reporting, controls, and research questions — scoped, documented, and reviewed before it reaches your desk.
Scope
What the delivery team performs.
Defined technical projects with a written question, a deliverable format, and a named technical reviewer. Work is cited to the applicable standard throughout.
- U.S. GAAP application and position memos
- IFRS and U.S. GAAP / IFRS difference analysis
- SOX and ICFR design and testing support
- Financial reporting and disclosure support
- Valuation support
- Transaction support
- Cross-border accounting
- Complex accounting research
Responsibility
Where our work stops and yours continues.
We prepare research, analysis, and draft memoranda. The accounting position adopted, the disclosure made, and any communication to the client remain your firm's professional judgement and responsibility.
We do not overstate U.S. legal, tax, valuation, or licensing authority. Where a matter requires a U.S. licence or a specialist we do not hold, we say so and stop.
Advisory work for an entity your firm audits is subject to independence and prohibited non-audit service rules, evaluated before acceptance.
Accountability
Named roles on every deliverable.
Owns the commercial relationship and the CPA firm's single point of contact.
Scope, cadence, escalation path, scaling decisions. Present before, during, and after the pilot.
- Do you provide a formal opinion on a technical position?
- No. We prepare research, analysis, and drafted memoranda for your firm's review. The position taken and any communication to the client is your firm's.
- What are the limits of your U.S. authority?
- We do not provide U.S. legal advice, do not represent taxpayers before the IRS in your place, and do not hold ourselves out as licensed to practise in any state where we are not. Licensing is confirmed engagement by engagement.
- Can you support a valuation used in an audit?
- Valuation support for an entity your firm audits raises independence and prohibited non-audit service questions. That is evaluated before acceptance and frequently means the answer is no.
- How is a technical project scoped?
- A written scope with the question, the standards in play, the deliverable format, and a named technical reviewer. Research hours are estimated with a checkpoint rather than left open.
- Which standards do your reviewers work in?
- U.S. GAAP, IFRS, and the PCAOB and AICPA auditing and quality standards relevant to the engagement. Every memorandum cites the standard it relies on.