Technical Accounting Advisory

The Promise

When you engage our Technical Accounting Advisory service, you gain access to specialized expertise for addressing complex accounting questions that arise in your normal course of business. We research applicable standards, analyze your specific circumstances, and provide guidance on proper treatment for unusual or complicated transactions.

The outcome is well-reasoned accounting positions supported by thorough documentation that withstands audit scrutiny and provides clarity for similar future situations. You receive both immediate solutions to pressing questions and the knowledge to strengthen your team's technical capabilities.

Our advisory relationship provides ongoing support as accounting challenges emerge, giving you confidence that expert guidance is readily available when you need it most.

Understanding Your Challenge

Complex accounting questions arise unexpectedly in the course of business. Perhaps you're considering an unusual transaction structure, facing an accounting standard that's new to your organization, or dealing with circumstances that don't fit clearly within existing guidance. These situations require technical research and careful analysis to determine the appropriate accounting treatment.

Your accounting team handles routine matters well, but specialized questions demand expertise and time that may exceed available resources. You need confidence that your accounting positions are technically sound and properly documented, yet you can't justify hiring full-time technical accounting specialists.

These challenging situations create uncertainty about financial reporting and potential concerns about audit findings. You need expert support that addresses specific questions thoroughly while helping your team understand the reasoning behind the conclusions.

Our Approach to Technical Accounting

We begin by understanding the business substance of your transaction or arrangement, not just the contractual or legal form. This understanding ensures our analysis addresses the economic reality of what you're trying to accomplish and reflects the actual risks and benefits involved.

Our research examines applicable accounting standards, implementation guidance, and relevant precedents to determine the proper treatment for your specific circumstances. This research is thorough and considers various perspectives to ensure we've identified the most appropriate approach.

When multiple accounting treatments might be supportable, we discuss the alternatives with you and explain the implications of each approach. This collaborative discussion helps you make informed decisions about your accounting policies and positions.

Throughout our work, we document our analysis and reasoning in position papers or technical memoranda that support your accounting conclusions. This documentation serves both immediate audit needs and provides lasting reference material for your organization.

What Working Together Looks Like

Our technical accounting advisory service provides flexible support tailored to your specific needs and questions as they arise.

Question Submission and Initial Review

When technical accounting questions arise, you reach out to us with the details of your situation. We review the question and discuss it with you to ensure we understand the business context and what you need to accomplish.

Research and Analysis

We conduct thorough research of applicable accounting standards and guidance, analyzing how they apply to your specific circumstances. This research considers the technical requirements while keeping practical implementation in mind.

Preliminary Discussion

For complex matters, we discuss our preliminary findings with you before finalizing our position. This conversation ensures our analysis addresses your actual needs and considers any additional factors we should evaluate.

Position Paper Development

We document our analysis and conclusions in clear position papers that explain the accounting treatment, reasoning process, and technical support for our recommendations. This documentation is designed to withstand audit review.

Implementation Support

We remain available to answer follow-up questions as you implement the accounting treatment and can participate in discussions with your auditors if needed to support your positions.

This responsive approach means you have expert support when you need it without the overhead of maintaining full-time specialized staff.

Investment in Technical Accounting Expertise

Technical Accounting Advisory is available on a monthly retainer basis at $3,600 per month. This arrangement provides you with ongoing access to specialized expertise for addressing technical accounting questions as they arise throughout the year.

The retainer structure gives you predictable costs while ensuring expert support is readily available when complex questions emerge. You avoid the uncertainty of hourly billing and the delay of negotiating project terms when you need immediate guidance.

Individual consultation engagements are also available for organizations that prefer project-based arrangements. We're happy to discuss which approach best fits your situation and needs.

What's Included

Ongoing access to specialized technical accounting expertise
Thorough research of applicable accounting standards and guidance
Position papers documenting analysis and conclusions
Guidance on proper treatment for unusual transactions
Analysis of complex accounting standards interpretation
Support during audit discussions of technical positions
Knowledge transfer through explanations of reasoning
Responsive support when urgent questions arise

Framework for Meaningful Progress

Our technical accounting methodology draws on extensive experience addressing complex questions across diverse industries and business models.

Thorough Research

We examine all applicable accounting standards, implementation guidance, and relevant precedents to ensure our conclusions are well-supported. This thoroughness provides confidence that your accounting positions will withstand scrutiny.

Clear Communication

Our position papers and technical memoranda explain complex accounting concepts in terms that make sense for your business context. This clarity helps your team understand and apply the guidance we provide.

Practical Focus

While maintaining technical rigor, we consider implementation practicality and work within your existing systems and processes. This practical approach means recommendations you can actually implement.

Responsive Timeline

We understand that technical accounting questions often arise when decisions need to be made. Our responsive approach provides preliminary guidance quickly when needed, followed by comprehensive documentation that supports your positions long-term.

Our Commitment to Your Success

We stand behind the quality and thoroughness of our technical accounting research and analysis. If our guidance doesn't provide the clarity and confidence you need for your accounting positions, we'll continue working with you until you're satisfied with the outcome.

Our retainer relationship includes follow-up support as you implement our recommendations, and we remain available to participate in audit discussions when our technical positions are being reviewed. This ongoing support reflects our commitment to your long-term success.

Before establishing a retainer relationship, we offer a conversation to discuss your technical accounting needs and ensure this service aligns with what you're trying to accomplish. This no-obligation discussion helps both of us determine if we're the right fit for your situation.

Your Path Forward

Establishing a technical accounting advisory relationship involves a straightforward process designed to ensure we understand your needs and can provide meaningful support.

1

Initial Discussion: We talk about your technical accounting challenges and what types of questions typically arise in your organization. This conversation helps us both determine if this service fits your needs.

2

Relationship Structure: We establish clear expectations about scope of services, response times, documentation standards, and investment required for either retainer or project-based arrangements.

3

Advisory Begins: You gain access to our technical expertise for addressing questions as they arise, with responsive support and thorough documentation for all matters we address.

Contact us using the form on this page to begin the conversation. We typically respond within one business day to schedule an initial discussion.

Ready for Technical Accounting Support?

Let's discuss how our technical accounting advisory service can provide the specialized expertise you need for complex questions and unusual transactions.

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