CPA Firm Support

Are you an auditor looking for a cost-effective way to assess the reasonableness of your clients’ Level III fair value assessments under ASC 820 or fair value conclusions under ASC 350? We understand that you are constantly looking to balance procedural requirements against materiality and profitability. If you are working within a larger firm and have a valuation team on hand to review fair value assessments, you likely recognize the time requirement for that process. Smaller firms may not have specialists on staff, which can make this process more challenging. Sometimes the impact to the financial statements may not be material and a high-level look to “check the box” is all that you need in order to document your client’s work. ValuAnalytics’ proprietary platform can provide you with the data and comparative analysis needed to meet your internal documentation requirements.

For your convenience, our memo is provided in word processor format (Microsoft Word) and exhibits are provided in spreadsheet format (Microsoft Excel) to allow for customization as needed for your internal files. Please contact us to request a redacted sample memo. Every engagement includes a 30-minute consultation to review the deliverable and answer any questions you may have regarding the analytics.

Need more “oomph” behind your fair value review or have a client that requires a full valuation? Contact us to discuss your valuation-related requirements. ValuAnalytics is affiliated with Helios Consulting, Inc., a full-service business valuation firm, with professionals who have extensive experience with providing valuation services for a variety of financial reporting, tax reporting, and internal management support purposes. We will deduct the cost of any services provided by ValuAnalytics from your final business valuation engagement invoice if Helios Consulting, Inc. is engaged.