Audit & assurance
SOC 2 readiness: build an evidence plan before you need it
A practical, non-technical way to organise ownership, controls and evidence before a SOC 2 examination begins.
6 min read
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AT&F insights
Useful thinking for the decisions behind the numbers.
Practical reading on audit, SOC, tax, finance and cross-border growth. General information only—always connect a decision to your own facts and current professional advice.
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Tax
6 articlesRecords, filing readiness, state activity and cross-border questions before a tax decision is made.
Explore topicAccounting & finance
4 articlesClose, cash, reporting and finance-operation perspectives for leaders who need usable information.
Explore topicAudit & assurance
6 articlesSOC, evidence, control ownership and assurance-planning perspectives grounded in operating reality.
Explore topicBusiness advisory
7 articlesGrowth, expansion, funding and transformation questions that benefit from a shared fact base.
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23 articles in the library.
Accounting & finance
A month-end close that makes better decisions possible
A close is more than a deadline: it is the operating rhythm that turns records into dependable management information.
5 min read
Read article Tax
Preparing a US business for tax season: a practical records checklist
A general preparation framework for business owners who want fewer surprises, clearer inputs and better questions before filing work begins.
5 min read
Read article Business advisory
Cross-border finance: questions to resolve before expansion
An early-stage checklist for leaders entering a new market, hiring overseas or setting up a new entity.
6 min read
Read article Audit & assurance
SOC 2 Type 1 or Type 2: start with the decision your customer needs to make
A practical way to frame the report conversation around intended users, system boundaries, evidence and timing—before selecting labels or dates.
6 min read
Read article Tax
Sales-tax data readiness: build the filing process before the return is due
A practical operating checklist for connecting sales systems, customer locations, exemptions, reconciliations and filing ownership before the reporting deadline arrives.
6 min read
Read article Accounting & finance
Why a close exception log makes the finance team more reliable
A lightweight way to make delays, reconciliations, estimates and unresolved questions visible across the close—without creating another reporting burden.
5 min read
Read article Business advisory
Transaction readiness: build a financial story that can survive questions
How leadership teams can organise earnings, cash, contracts, forecasts and assumptions before a sale, investment, financing or strategic transaction becomes urgent.
6 min read
Read article Audit & assurance
Financial statement audit readiness: a management-owned plan before the request list arrives
A practical framework for management teams preparing records, responsibilities, schedules and explanations before a financial statement audit begins.
7 min read
Read article Tax
Foreign accounts and income: organise the facts before asking the filing question
A general way to map overseas accounts, income, ownership and records before seeking advice about US reporting or tax implications.
6 min read
Read article Accounting & finance
Build a cash forecast that leads to decisions, not just a number
How finance teams can connect opening cash, operating drivers, commitments, assumptions and actions into a forecast leaders can use.
6 min read
Read article Business advisory
Finance transformation: build the operating roadmap before buying another system
A practical way to define the processes, data, ownership and decisions that a finance transformation must improve before selecting tools or automation.
7 min read
Read article Tax
State tax: build a fact map before you assume the filing answer
A structured way for multi-state and growing businesses to map activities, people, sales, registrations and records before seeking state-tax advice.
6 min read
Read article Accounting & finance
Finance KPIs: build a management pack that points to decisions
How finance teams can choose a small set of defined, reconciled measures that help leadership act instead of creating another dashboard.
6 min read
Read article Business advisory
After a funding round: finance priorities for the first 90 days
A practical framework for founders who want their new capital, operating plan, reporting and cash decisions to stay connected after the announcement.
6 min read
Read article Audit & assurance
Customer due diligence: prepare the controls and evidence behind the security questionnaire
A practical operating framework for SaaS and technology teams responding to customer security, risk and assurance questions without turning every questionnaire into a one-off project.
6 min read
Read article Business advisory
Business valuation readiness: build the fact base before asking for a number
A practical framework for organising purpose, financial evidence, forecasts, ownership and value drivers before a valuation engagement begins.
7 min read
Read article Business advisory
ESG data readiness: answer the stakeholder request before building the reporting programme
A practical way to turn a customer, investor, lender or internal sustainability request into a proportionate map of data, ownership, evidence and next decisions.
7 min read
Read article Audit & assurance
SOC 2 evidence walkthroughs: help control owners show the work, not recreate it
A practical way to prepare control owners for evidence walkthroughs by connecting each activity to its trigger, record, reviewer and exceptions.
7 min read
Read article Audit & assurance
Business continuity exercises: turn a test into evidence your team can learn from
How to frame a business continuity or incident exercise around an objective, scenario, decisions, observations and accountable follow-up.
6 min read
Read article Tax
Foreign ownership and US information reporting: build the fact map before the filing question gets urgent
A practical way to organise entity, ownership and related-party facts before asking whether US international information returns may be relevant.
8 min read
Read article Business advisory
Value drivers in a valuation conversation: making assumptions traceable
How leadership teams can make earnings, cash, growth, concentration and forecast assumptions easier to test before a business valuation conversation.
8 min read
Read article Tax
Form W-8 readiness for US businesses: build the payee fact file before a payment goes out
A practical preparation framework for US businesses paying foreign vendors, owners or counterparties when tax status, source and withholding questions need to be handled carefully.
8 min read
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