Accounting Due Diligence Playbook

Don’t know where to start? You’re in the right place. We’ve put together this accounting due diligence template to help you tackle one of the most daunting aspects of the deal. Book a playbook demo to explore — schedule a call with us and we will reach out to help you get started.

• In-depth accounting review
  Examine ledgers, reconciliations, and accounting policies to confirm financial integrity and uncover hidden liabilities.
• Quality of earnings focus
  Validate revenue recognition, expense trends, and off-balance sheet items so your valuation reflects true performance.
• Collaborative workflow platform
  Centralize accounting, finance and audit teams in one workspace—track items, attach source documents and reduce back and forth.
• Audit-ready documentation
  Keep sign-offs, comments and version history linked to each request—ensuring traceability and better stakeholder confidence.

Extend your analysis with the Intellectual Property Due Diligence Checklist, or gear up for transaction readiness using the Sell-Side Due Diligence Checklist.

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