Professional Services
Purpose-built multi-agent AI orchestration workflows for professional service firms. Instant access to standards, regulations, and firm methodologies with full citations.
Industry Segments
4 specialized segments within Professional Services
Audit, Tax & Advisory
Instant access to auditing standards, tax codes, and advisory methodologies with full citations.
Management Consulting
Strategy frameworks, industry benchmarks, and consulting methodologies at your fingertips.
Engineering & Architecture
Building codes, engineering standards, and project documentation instantly accessible.
Executive Search & Recruiting
Candidate assessment frameworks, industry compensation data, and search methodologies.
Real-World Examples
What are the required procedures for testing revenue recognition under ASC 606?
Under ASC 606, revenue recognition testing requires: (1) Identify contracts with customers, (2) Identify performance obligations, (3) Determine transaction price, (4) Allocate price to obligations, (5) Recognize revenue when obligations satisfied. Key procedures include: contract review for variable consideration, testing of standalone selling prices, and evaluation of timing of revenue recognition. [Source: ASC 606-10-25, PCAOB AS 2501]
What's the current guidance on R&D tax credit documentation requirements?
IRC Section 41 R&D credit documentation requires: (1) Business component identification, (2) Four-part test evidence (permitted purpose, technological uncertainty, process of experimentation, technological in nature), (3) Qualified research expense substantiation, (4) Contemporaneous documentation preferred but not required. Recent IRS guidance emphasizes nexus between activities and claimed expenses. [Source: IRC §41, Treas. Reg. §1.41-4, IRS Notice 2024-12]
What's our standard approach for financial due diligence on M&A targets?
Standard FDD approach includes: (1) Quality of earnings analysis - normalize EBITDA for one-time items, (2) Working capital analysis - identify seasonality and trends, (3) Debt-like items review, (4) Management adjustments validation, (5) Carve-out considerations if applicable. Typical timeline: 3-4 weeks for mid-market deals. Key deliverable: QofE report with normalized earnings bridge. [Source: Firm FDD Methodology v4.2, M&A Practice Guide]
Key Capabilities
Standards & Regulations
Instant access to GAAP, GAAS, PCAOB standards, IRC, Treasury regulations, and international accounting standards with automatic updates.
Firm Methodologies
Your firm's proprietary audit programs, tax planning guides, and advisory frameworks integrated alongside authoritative guidance.
Citation Accuracy
Every answer includes specific citations to source documents, enabling verification and supporting workpaper documentation.
Voice & Chat
Query via chat or voice during client calls, fieldwork, or research sessions. Hands-free access for busy professionals.