ActiveDisclosure℠

Features: Center for Data Quality Certified • consulting • data management • filing preparation • financial information analysis • For EDGAR Filers • instance creation • instance rendering • taxonomy comparison • taxonomy validation • taxonomy/extension creation • training classes •

Accuracy is everything. ActiveDisclosure from Donnelley Financial Solutions is a leading financial reporting solution used to draft, collaborate on and finalize SEC disclosures. Leveraging the Microsoft Office® productivity suite, ActiveDisclosure helps streamline content creation, review and distribution improving efficiency, governance and the overall quality of all financial reports, while providing priority access to a vast […more]

Learn more about Donnelley Financial Solutions as an XBRL US Member.
Additional details: https://accuracyiseverything.com


Vendor Selection and Management

Features: consulting •

Whether you’re looking for a fully outsourced solution or would like to bring the XBRL preparation process in-house, Richey May can help you find the right solution. We have relationships with the leading software vendors and a thorough knowledge of their tools and solutions. Contact: Bryan Castrantas, Manager, Advisory Services bryan@richeymay.com P: 303-951-0033

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


Training

Features: training classes •

Leverage our knowledge through in-person training on the regulatory reporting requirements, processes and controls along with best practices. We highlight issues with using disclosure management solutions and XBRL tools to avoid common errors and we demonstrate solutions to support data integrity, efficient and effective processes with preparing your regulatory filing. Contact: Bryan Castrantas, Manager, Advisory […more]

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


XBRL Filing Preparation Support and Managed Services

Features: filing preparation •

Save time and drive data integrity and quality by having our professionals create and validate the completeness and accuracy of your XBRL filing, either by leveraging your existing XBRL disclosure management solution or by utilizing additional tools to make the pre-filing review process more effective and efficient. Contact: Bryan Castrantas, Manager, Advisory Services bryan@richeymay.com P: […more]

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


Internal Controls

Features: filing preparation •

Evaluate existing policies and procedures governing the XBRL reporting process in order to identify control gaps and propose improvements that enhance internal controls over the XBRL financial report, including taxonomy management, instance creation, and review and submission to the SEC. Contact: Bryan Castrantas, Manager, Advisory Services bryan@richeymay.com P: 303-951-0033

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


Consultative/Agreed Upon Procedures

Features: XBRL review •

Provide reassurance to your C-Suite or Audit Committee by having our experienced professionals complete a consultative assess and recommend or Agreed Upon Procedures engagement to review the completeness, consistency, mapping and structure of your XBRL filing on a pre-filing basis. Our methodology and review supports your timelines and work during the filing process to drive […more]

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


Taxonomy Assessments

Features: XBRL review •

Validate the mapping and consistency of your standard US GAAP or IFRS taxonomy selections and reduce company specific extensions by having a licensed CPA perform an independent assessment to validate elements identified by management to represent financial statement concepts. Contact: Bryan Castrantas, Manager, Advisory Services bryan@richeymay.com P: 303-951-0033

Learn more about Richey May as an XBRL US Member.
Additional details: https://richeymay.com


Ez-XBRL Services (US)

Features: consulting • data aggregation • filing preparation • For EDGAR Filers • inline XBRL • software development • training classes • XBRL review •

Corporate Filers Ez-XBRL offers a comprehensive set of fast, accurate and reliable services to enable companies to cost effectively and accurately create XBRL instances and comply with the SEC mandate. Financial Accounting experts at Ez-XBRL Solutions work with corporate finance, external reporting teams and other corporate stakeholders to guide them through the XBRL instance generation […more]

Learn more about Ez-XBRL as an XBRL US Member.
Additional details: https://www.ez-xbrl.com/usservices.html


Transform™ – iXBRL and XBRL Tagging

Features: 24/7 technical support • consulting • data management • For EDGAR Filers • inline XBRL • instance creation • software updates • taxonomy comparison • taxonomy validation • taxonomy/extension creation • training classes •

The Transform™ software platform fully centralizes and automates the process of creating all EDGAR documents. All EDGAR filing needs can be met with a single login and upload. However, If you are currently tied to an HTML Composition solution, you can license Transform’s™ Corporate Finance iXBRL and XBRL tagging software component on its own. Transform™ […more]

Learn more about CompSci Resources as an XBRL US Member.
Additional details: http://www.compsciresources.com/selfservice/transform-xbrl.html


Transform™ – The complete EDGAR & XBRL filing solution.

Features: 24/7 technical support • consulting • data management • For EDGAR Filers • HTML composition • inline XBRL • instance creation • software updates • taxonomy comparison • taxonomy validation • taxonomy/extension creation • training classes •

The software platform fully centralizes and automates the process of creating all EDGAR documents, from initial composition to final filing. All EDGAR filing needs can be met with a single login and upload. The filer can compose EDGAR-compliant HTML and seamlessly move directly into iXBRL and XBRL tagging. Transform™ is ready-to-tag your filing with either […more]

Learn more about CompSci Resources as an XBRL US Member.
Additional details: http://www.compsciresources.com/selfservice/transform.html