DisclosureNet Solutions and Services

Features: consulting • data analysis • data management • data reporting • filing preparation • financial information analysis • For EDGAR Filers • instance creation • instance rendering • software development • taxonomy comparison • taxonomy management • taxonomy validation • taxonomy/extension creation • training classes • web-based training • XBRL review •

Certent DisclosureNet is the only complete reporting solution, period. It provides solutions and services to access public company filings and helps locate qualitative, unstructured information to establish best practices and perform peer comparisons. Combining the latest technology with deep industry knowledge, DisclosureNet helps finance and reporting teams collaborate, gain valuable insights, improve efficiency, reduce costs […more]

Learn more about Certent as an XBRL US Member.
Additional details: http://certent.com/solutions/disclosure-research/


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


Merrill Bridge

Features: 24/7 technical support • Center for Data Quality Certified • consulting • filing preparation • For EDGAR Filers • inline XBRL • instance creation • instance rendering • taxonomy comparison • taxonomy validation • taxonomy/extension creation • training classes • XBRL review •

Revolutionize regulatory disclosure. Redefine productivity. Merrill Bridge brings control, collaboration and confidence to financial transactions and global regulatory reporting. A seamless SaaS solution, built on the Microsoft® Office® platform, Merrill Bridge is intuitive technology that works with your work group to make disclosure content management easier, faster and more accurate. Generate precise EDGAR and XBRL submissions and […more]

Learn more about Merrill Corporation as an XBRL US Member.
Additional details: https://www.merrillcorp.com/technology-and-support-services/merrill-bridge


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