Technical Research

Literature comparison: GAAP vs IFRS treatment summary

Creates a side-by-side summary of GAAP vs IFRS differences for a given topic, including practical implications. Useful for multinational reporting and policy alignment.

GAAP/IFRS issue triage: identify relevant literature and path

Helps triage an accounting issue by identifying likely literature areas, key questions, and a research path. Useful for seniors/managers starting a technical analysis.

Technical accounting Q&A: concise answer with caveats

Delivers a concise, defensible answer to a technical question with assumptions and caveats. Useful for internal stakeholders needing quick guidance.

Disclosure requirement finder: what to disclose and where

Identifies required disclosures for a topic and maps them to footnote sections and data sources. Useful for reporting teams and technical accountants.

Judgment documentation: significant estimates and controls

Creates a judgment documentation package including rationale, alternatives considered, and controls. Useful for auditors and controllers defending estimates.

Technical memo template: structure, tone, and sign-off blocks

Provides a robust technical memo template with standard sections, tone guidance, and sign-off blocks. Useful for consistent internal/external documentation.

Draft technical memo from facts: issue, analysis, conclusion

Turns facts into a structured technical memo draft with clear analysis and open questions. Useful for speeding up first drafts while keeping rigor.

Memo reviewer: identify gaps, weak logic, and missing evidence

Reviews a draft memo for logic gaps, unsupported assertions, and missing evidence; proposes edits. Useful for managers and partners reviewing technical memos.

Audit response memo: defend accounting position to auditors

Drafts a concise response to auditor questions with evidence mapping and professional tone. Useful for controllers responding to audit queries efficiently.

Disclosure committee memo: issues, recommendations, decisions

Creates a disclosure committee memo summarizing issues, options, and recommended disclosures. Useful for public companies and governance processes.

Accounting position paper: alternatives and decision matrix

Builds a decision matrix comparing accounting alternatives and documents rationale. Useful for complex issues with multiple acceptable treatments.

New standard impact assessment: scope, gaps, and roadmap

Creates an implementation impact assessment for a new accounting standard, including scoping, data gaps, and a roadmap. Useful for controllers and PMOs.

Adoption policy election decision guide (pros/cons)

Helps evaluate policy elections and transition options for a standard adoption. Useful for choosing practical elections and documenting rationale.

Training deck outline: explain a new standard to finance team

Creates a training deck outline and speaker notes to educate finance teams on a new standard. Useful for change management and consistent application.

Standards monitoring digest: summarize updates and action items

Summarizes recent standard-setting updates provided by the user and turns them into action items. Useful for internal technical accounting groups staying current.

Accounting policy memo: revenue policy (template + draft)

Drafts a revenue accounting policy document with definitions, examples, and controls. Useful for building a policy library and onboarding new staff.

Policy library index: map policies to accounts and processes

Creates a policy library index tying policies to accounts, processes, and owners. Useful for governance and audit readiness.

Policy-to-controls mapping (SOX-ready) for key accounting areas

Maps policies to control activities and evidence to support compliance and audit. Useful for aligning technical accounting with internal controls.

Policy change log and approval workflow (governance template)

Creates a policy change log and approval workflow template with versioning standards. Useful for maintaining a controlled policy environment.

Policy example bank: common journal entries and scenarios

Creates an example bank of common scenarios and journal entries tied to policy guidance. Useful for consistent application and training.

Complex contract analysis: embedded derivatives and bifurcation screen

Screens a complex contract for embedded derivatives and outlines next steps and data needed. Useful for technical accounting and audit planning.

Business combination accounting: step-by-step closing checklist

Creates a checklist for business combination accounting including identification, measurement, and disclosures. Useful for post-acquisition close and audit coordination.

Equity transaction analysis: warrants/convertibles classification

Analyzes equity-linked instruments for classification and measurement, highlighting key terms that drive outcomes. Useful for startups and audit support.

Variable interest entity (VIE) consolidation assessment guide

Creates a structured VIE assessment guide and documentation package. Useful for complex structures, SPVs, and arrangements with implicit support.

Revenue + financing + leases interplay: multi-standard analysis plan

Creates an analysis plan for transactions touching multiple standards (e.g., bundled arrangements). Useful for avoiding gaps and documenting cross-standard considerations.