Adjusted Balance
Verify updated account balances after posting adjusting entries
Reconcile
Match internal records against bank statements and resolve discrepancies
Ccpa
Assess CCPA/CPRA compliance — consumer rights, opt-out, deletion, service provider agreements
Reconciliation
Reconcile balances between related accounts or external statements
Compliance Priorities
Prioritize regulations by business impact, deadline, and customer demand
Ledger
Post journal entries to the general ledger and compute running balances
Ada Wcag
Assess ADA Title III / WCAG 2.2 AA compliance — web accessibility legal requirements
Variance
Compare actual financial results against budget or forecast
Compliance Questionnaire
Answer customer security/compliance questionnaires
Statements
Prepare income statement, balance sheet, and cash flow statement
Report
Generate profit and loss, balance sheet, and cash flow statements from reconciled data
Tax Prep
Organize financial records and supporting documents for tax filing
Auditor Selection
Evaluate and select audit firms
Remediate
Fix accessibility issues with guided code changes following WCAG criteria
Evaluate
Run accessibility checks and discover issues mapped to WCAG criteria
Strategy
Review strategy through the lens of a business strategist
Bank Partnership
Assess partner bank compliance requirements — OCC/FDIC expectations, regulatory pass-through
Trial Balance
Verify that total debits equal total credits across all ledger accounts
A11y
Review work through the lens of an accessibility specialist
Materiality
Determine significance thresholds for reporting and adjustment decisions
Audit Readiness
Assess readiness for formal audit — evidence completeness, control effectiveness
Guidelines
Package all brand elements into a complete brand guidelines document
Compliance Roadmap
Build a phased compliance roadmap with milestones, dependencies, and resource needs
Certification Tracker
Track certification status, validity periods, and renewal dates
Visual
Define visual identity — colors, typography, logo usage, and imagery style
Copy
Review content through the lens of a brand strategist
Audit
Score brand compliance of any content against the brand guidelines
Checklist
Check WCAG 2.1 AA accessibility for any page or component
Close
Close temporary accounts and transfer balances to retained earnings
Chart Of Accounts
Design a customized chart of accounts for the business
Verbal
Develop brand voice, tone, messaging pillars, and verbal identity
Retest
Verify accessibility fixes and produce a conformance statement
Compliance Reporting
Generate compliance status reports for leadership and customers
Scope
Define the scope and plan for an accessibility audit
Adjust
Record accruals, deferrals, depreciation, and other period-end adjustments
Analyze
Identify and review financial transactions from source documents
Breach Notification
Assess breach notification compliance — requirements by jurisdiction, SLA obligations
Discover
Research the market, audience, and competitive landscape for brand development
Categorize
Assign recorded transactions to the correct accounts using double-entry principles
Code
Review code through the lens of a senior engineer
Accounts Payable
Process vendor invoices and schedule payments to manage outgoing obligations
Ux
Review work through the lens of a UX/UI expert
Payroll
Track employee wages, deductions, and payroll obligations
Record
Capture and log financial transactions with source documents
Journal
Record journal entries with debits and credits for each transaction
Controls
Design internal controls to prevent errors and fraud
Accounts Receivable
Track outstanding customer invoices and manage collections