Accounting Firms
Workable records for document-heavy engagements.
Organize, review and connect client-provided documents for engagements involving large volumes of information, with the work scoped to your team's requirements.
The work behind the sector
- Preparing and organizing engagement records
- Document work supporting transaction reviews
- Identifying inconsistencies and missing information in supplied records
Relevant data products
What an engagement typically covers
The kind of client-provided material a document-heavy engagement usually works through.
Typical engagement records
- Client contracts and agreements
- Transaction and ledger records
- Supporting schedules and confirmations
- Prior-period engagement files
Questions & answers
Questions from Accounting Firms
- Who defines the review scope?
Scope is agreed with the client around the decision or question the work must support. Senior CRUNCH professionals translate that into operational review scope: sources, issues, comparisons and deliverable.
RelatedHow CRUNCH Works
- Can a large document review be performed under a board, regulator or court deadline?
A review can be designed around an external deadline when the question, source set, priorities and deliverable are fixed early. Technology can help manage scale, but feasibility must be assessed per engagement.
RelatedCorporate Data Services
- What is Corporate Data?
CRUNCH Corporate Data Services use records an organization already holds to answer a defined business, management, compliance, contract or investigation question. Sources are organized around that question and exceptions, inconsistencies and gaps are returned with traceability.
“Only 32% of data available to enterprises is put to work.”
Seagate & IDC · Rethink Data · 2020 RelatedCorporate Data Services
- Does CRUNCH replace accountants?
No. CRUNCH can organize, search, connect and flag exceptions in client-provided records, but engagement procedures and professional conclusions remain the accounting firm’s responsibility.
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- Why does traceability matter?
Traceability supports review, challenge and correction. A lawyer, accountant, executive or committee can see which record supports a finding and distinguish evidence from interpretation or an open question.
RelatedHow CRUNCH Works
- How does CRUNCH work with accounting firms?
CRUNCH organizes, searches and connects client-provided records in document-heavy engagements — contracts, ledger records, schedules, confirmations and prior files — and flags exceptions, inconsistencies and gaps. The accounting firm owns procedures and conclusions.
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- Why do data accuracy and completeness matter in accounting work?
Professional conclusions depend on the information underneath them. In its US auditing context, PCAOB AS 1105.10 addresses testing accuracy and completeness of company-produced information used as audit evidence. Applicability varies.
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- Does CRUNCH perform audit procedures?
No. CRUNCH can prepare organized, searchable, source-linked material and flag exceptions or missing information, but audit procedures and conclusions remain with the accounting firm.
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