Tackling Complexity
Accounting standards can be confusing and complex, requiring meticulous attention and specialized expertise. CBIZ helps businesses:
- Navigate the application of new and existing accounting standards.
- Address unique challenges in debt and equity transactions.
- Prepare comprehensive documentation and analysis that can be translated into accurate financial reporting.
Complex Accounting Areas
The following accounting areas typically come under high scrutiny for public and private companies.
Ensure compliance with revenue recognition by addressing complex contracts, variable consideration issues, standalone selling price analysis, and contract modifications with clarity and precision.
Streamline your compliance with ASC 842.
Ensure accurate reporting and compliance for stock-based compensation, including valuation of equity awards and accounting for modifications.
Handle complex financial instruments with precise documentation and tailored strategies for compliance.
Navigate the complexities of mergers and acquisitions with accurate financial reporting and analysis.
Revenue Recognition
Ensure compliance with revenue recognition by addressing complex contracts, variable consideration issues, standalone selling price analysis, and contract modifications with clarity and precision.

Navigating ASC 606 compliance requires meticulous planning and guidance. CBIZ provides:
- Preparation of position papers, policy memos, and implementation strategies.
- Detailed analysis and documentation of revenue contracts.
- Tailored policies to ensure consistent application across transactions.
Lease Accounting
Streamline your compliance with ASC 842.

Leases and service agreements demand careful evaluation to maintain compliance. CBIZ offers:
- Lease analysis and review, included embedded leases
- Accounting for lease modifications
- Financial statement disclosure support
Stock-Based Compensation
Ensure accurate reporting and compliance for stock-based compensation, including valuation of equity awards and accounting for modifications.

Stock-based compensation involves intricate calculations and compliance measures. CBIZ provides:
- Valuation modeling and detailed memos for key management assumptions.
- Comprehensive analysis for equity award modifications and repricings.
- Guidance on stock repurchases and secondary sale transactions.
Complex Debt & Equity Issuances
Handle complex financial instruments with precise documentation and tailored strategies for compliance.

The accounting for complex debt and equity transactions can be extremely nuanced. CBIZ delivers:
- Tailored memos for convertible debt, SAFEs, and preferred stock issuances.
- Analysis of embedded derivatives and debt modifications.
- Clear documentation to ensure compliance with accounting standards.
Business Combinations
Navigate the complexities of mergers and acquisitions with accurate financial reporting and analysis.

M&A transactions require detailed analysis and strategic guidance. CBIZ supports:
- Preparation of pro forma financial statements for SEC and GAAP compliance.
- Comprehensive analysis of complex equity awards.
- Assistance with purchase price allocations to ensure accuracy.

Solving Accounting Challenges
Technical accounting standards and transactional complexities often place significant demands on resources, causing delays and inaccuracies. Key challenges include:
- Compliance with standards such as ASC 606 and ASC 842 effectively.
- Handling intricate debt and equity transactions with precision.
- Delivering accurate financial reporting for mergers and acquisitions.
CBIZ provides solutions to simplify these complexities:
- Tailored guidance and strategic support for your unique accounting needs.
- Thorough analysis and documentation to meet compliance requirements.
- Continuous assistance to adapt to changing regulations and ensure long-term accuracy.
With CBIZ, you gain clarity, efficiency, and confidence in your financial operations.
Advanced Solutions
CBIZ’s Technical & Transactional Accounting Services include:
- ASC 606 and ASC 842 implementation and compliance.
- Stock-based compensation analysis and reporting.
- Comprehensive support for M&A and complex transactions.
