Tools for the close.
Quick utilities and AI portals for accounting, tax, and finance work. No login required.
Copy an email checklist
Select an audit or engagement type and generate a ready-to-send email listing the documents your team or client needs to gather. Paste it into Outlook, Gmail, or Slack.
- Trial balance as of period-end (Excel)
- General ledger detail for the period
- Prior-year audited financial statements
- Bank statements and reconciliations for all accounts
- AR and AP aging reports as of period-end
- Fixed asset roll-forward and depreciation schedule
- Debt agreements and amortization schedules
- Signed lease agreements (ASC 842 schedule if applicable)
- Revenue contracts and revenue recognition memo
- Board minutes for the period under audit
Ask a specialist
Each portal is tuned for a specific practice area. Start a thread and get partner-level guidance.
Tax return assistance & planning
Walk through a 1040, 1120, 1120-S, or 1065 line by line; model multi-year tax positions; quantify the impact of elections, credits, and deductions.
Open portalProperty tax returns
Review assessor notices, build appeal narratives, and accrue real property tax across jurisdictions.
Open portalPersonal property returns
Compile fixed-asset listings, apply jurisdictional depreciation tables, and prepare business personal property renditions.
Open portalState & local tax (SALT)
Diagnose nexus footprints, design apportionment, manage sales/use exposure, and surface state credits & incentives.
Open portalInternational tax & transfer pricing
Structure cross-border operations, compute GILTI/FDII/BEAT, and design defensible transfer-pricing policies.
Open portalPartnership & pass-through specialization
Allocate income with substantial economic effect, model §754 step-ups, and optimize PTET elections.
Open portalTax technology & automation
Evaluate tax engines, wire GL/ERP data into compliance pipelines, and automate fixed-asset depreciation.
Open portalCFO advisory & technical accounting
Stand-in CFO support: ASC 606, 842, 326, IFRS conversions, and accelerated close playbooks.
Open portalLedger modernization & systems
Plan ERP migrations (QBO → NetSuite, SAP, Sage Intacct), automate AP/AR, and stand up real-time reporting.
Open portalTransaction advisory (M&A)
Buy-side and sell-side quality of earnings, working-capital pegs, and post-merger integration plans.
Open portalRisk & controls advisory
Design ICFR for multi-entity networks, walk SOX 302/404 readiness, and stress-test fraud controls.
Open portalAI & finance process optimization
Map AI adoption inside finance: reconciliations, predictive forecasting, anomaly detection, and data governance.
Open portalHuman capital services
Design executive compensation, structure benefit plans, and manage multi-state payroll exposure.
Open portalRestructuring & turnaround
Build liquidity forecasts, model capital-structure sensitivities, and run turnaround playbooks under cash stress.
Open portalBusiness succession & estate architecture
Architect tax-efficient transfers of privately-held equity via grantor trusts, GRATs, IDGTs, and ESOPs.
Open portalIntercompany & family office governance
Standardize intercompany loans, cash sweeps, and governance across related LLCs with differing ownership.
Open portalHigh-net-worth income tax strategy
Multi-year individual planning: capital gains harvesting, deduction timing, AMT modeling, cross-jurisdictional estimates.
Open portalEnterprise strategy & digital transformation
Re-engineer operating models, evaluate $100M+ ERP transformations (SAP S/4HANA, Oracle Cloud, Workday), and pressure-test C-suite strategy with an operator who has lived the carve-outs and integrations.
Open portalAudit readiness & multinational reporting
Public-company-grade audit readiness, S-1/S-4 support, carve-out financials, IFRS↔US GAAP conversions, and global consolidations defended directly to Big 4 audit teams (KPMG, EY).
Open portalForensic accounting, fraud & advanced risk
Forensic GL reconstruction, fraud investigations, SOX/ICFR remediation, sanctions and AML diligence, and distressed-function rebuilds — including AI-grounded analysis on transaction-level GL extracts.
Open portal