Services Designed for Complex Accounting Challenges
Specialized technical accounting support tailored to your organization's specific needs with transparent pricing and practical solutions
Return HomeFinding the Right Support for Your Needs
Technical accounting challenges come in many forms. Some organizations need comprehensive guidance on implementing new standards across their operations. Others face specific questions about unusual transactions or complex arrangements.
Our services address these varied needs through three focused offerings. Each combines deep technical expertise with practical implementation support, structured to deliver clear documentation and sustainable solutions.
Whether you're planning ahead for standards changes or addressing immediate questions, we work with you to determine which service best fits your situation and timeline.
Revenue Recognition Consulting
Guidance on applying revenue recognition standards correctly and consistently across all your revenue streams, ensuring compliance while reflecting the economic substance of your arrangements.
What's Included
Comprehensive contract analysis and performance obligation identification
Development of accounting policies tailored to your business model
Documentation that supports audit readiness and position defense
Implementation guidance for applying policies to your systems
Project-based pricing for typical engagement scope
Lease Accounting Compliance
Support for navigating lease accounting standards compliance, from initial implementation through ongoing measurement and tracking across your complete lease portfolio.
What's Included
Complete lease portfolio inventory and classification analysis
Right-of-use asset and liability calculations with methodology documentation
Setup of tracking systems for ongoing measurement and amortization
Process managed to minimize disruption to regular operations
Project-based pricing for typical portfolio size
Technical Accounting Advisory
Specialized guidance on complex accounting questions that arise in the normal course of business, available through retainer or individual consultation engagements.
What's Included
Research of applicable standards for unusual or complex transactions
Position papers documenting proper accounting treatment and rationale
Advice on proper treatment considering your specific circumstances
Monthly retainer or individual consultation engagement options
Retainer basis or project consultation pricing available
Choosing the Right Service
Revenue Recognition Consulting Works Well When
Your organization has implemented or is planning to implement revenue recognition standards and needs guidance on proper application across your revenue streams. This service particularly benefits organizations with complex contract structures, multiple performance obligations, or variable consideration arrangements.
The comprehensive nature of this engagement means you receive not just immediate answers but also policy documentation and implementation guidance that supports consistent application over time.
Lease Accounting Compliance Fits Organizations That
Need to implement or update lease accounting compliance across a portfolio of leases. Whether you're addressing initial adoption or ensuring ongoing compliance with current standards, this service provides systematic support for the entire process.
The structured approach manages the technical complexity while minimizing demands on your team's time during implementation.
Technical Accounting Advisory Serves Organizations With
Periodic technical accounting questions that require specialized expertise but don't justify full-time internal resources. This flexible service adapts to your needs, whether through monthly retainer arrangements for ongoing support or individual consultations for specific questions.
Organizations with frequent technical questions often find monthly retainers provide efficient access to expertise. Those facing occasional complex matters may prefer engaging on a project basis as needs arise.
How Our Services Work
Engagement Process
Each service follows a structured process designed to deliver thorough results efficiently. We begin with clear scope definition and timeline agreement before starting work.
Throughout the engagement, we maintain regular communication with your team, sharing preliminary findings and seeking input on business context that informs our analysis.
Final deliverables include comprehensive documentation that supports your accounting positions and serves as reference material for similar future situations.
Timeline Expectations
Project timelines vary based on complexity and scope but typically range from 2-6 weeks for most engagements. We work with you to establish schedules that align with your reporting deadlines and business needs.
For engagements on retainer basis, response times for new questions typically range from same-day preliminary guidance to 1-2 weeks for comprehensive position papers depending on complexity.
We prioritize responsiveness when your questions affect pending decisions or reporting obligations.
Your Team's Involvement
Effective technical accounting work requires collaboration. Your team provides context about business arrangements, reviews draft findings, and helps ensure our analysis reflects your actual circumstances.
This involvement typically requires 5-10 hours of your team's time spread across the engagement period. The collaborative approach builds internal understanding of the technical analysis alongside producing deliverables.
Deliverable Format
All services produce written documentation explaining our analysis, conclusions, and recommendations. This documentation includes citations to relevant accounting guidance and explanation of how standards apply to your specific circumstances.
The format and depth of documentation varies by service type but always provides sufficient detail to support audit review and future reference by your team.
Investment and Value
Understanding the Investment
The pricing shown for each service reflects typical engagement scope. Actual costs may vary based on your specific circumstances, portfolio size, or complexity of questions addressed.
We provide detailed scope and pricing proposals before beginning work so you have clarity about the investment required. This transparency helps you make informed decisions about proceeding.
For organizations with budget constraints, we can often structure engagements in phases to spread costs across reporting periods while still delivering meaningful progress on your accounting challenges.
The Value Beyond Immediate Results
Technical accounting services deliver value that extends beyond solving immediate questions. The documentation produced creates institutional knowledge that serves your organization for years.
Many organizations find they can handle similar future questions internally after working through comprehensive analysis with us once. This knowledge transfer reduces future external support needs.
Proper accounting treatment established through specialized guidance prevents future restatements and audit adjustments that carry both financial and reputational costs. The investment in getting accounting right initially typically costs less than correction after implementation.
Organizations that maintain ongoing relationships with us benefit from our accumulated understanding of their business, making future engagements more efficient and reducing the ramp-up time required for new matters.
Getting Started
Initial Conversation
The first step involves a conversation about your technical accounting challenge or needs. This discussion helps us understand your situation, what you're trying to accomplish, and whether our services align with your requirements. There's no pressure to commit during this conversation.
Scope and Proposal
If we determine we can help, we develop a detailed scope document and pricing proposal. This outlines what we'll deliver, the timeline for completion, your team's involvement requirements, and the total investment required. You review this at your pace before deciding to proceed.
Engagement Agreement
Once you decide to move forward, we execute a straightforward engagement agreement that formalizes the scope, deliverables, timeline, and pricing we've discussed. This provides both parties with clarity about expectations and commitments.
Work Begins
With agreement in place, we schedule a kickoff meeting to gather initial information and establish communication patterns. From there, work proceeds according to the timeline we've established, with regular check-ins to share progress and address questions.
Discuss Which Service Fits Your Needs
Each organization's technical accounting challenges are unique. We're available to discuss your specific situation and help you determine which service would best support your needs.
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