Checkpoint Tools: Financial Statement Disclosure Checklist is written in Excel eliminating any learning curve for users, and allowing users to customize their checklists easily. It offers additional functionality such as customized tick-marks, collapsible sections, the ability to click “NA” at the section heading level to automatically mark all items within that section as “NA”, and section headings that change color once all items within that section are completed.
WG&L Financial Statement Disclosure Checklist provides explanatory tips, examples, cautions and other expert guidance from LarsonAllen LLP, written specifically to help staff inside corporations prepare their statements efficiently, completely, and accurately. Users can hide or unhide the tips, examples, and other guidance, which are integrated into the Checklist, and identified by blue text.
The Checklist is updated quarterly, ensuring that users have guidance on the latest changes, reducing the chances of errors or omissions.