Templates & resources directory

Listings are not endorsements. Providers are listed alphabetically and no provider pays for placement.

AICPA & CIMA

• AICPA & CIMA – SEC reporting resources (Professional body · Free / member)

BDO

• BDO Accounting, Reporting & Compliance Hub (ARCH) (Firm guide · Free)
• BDO – New accounting standards & upcoming effective dates (Firm guide · Free)

CAQ

• Center for Audit Quality (CAQ) (Professional body · Free)

COSO

• COSO Internal Control framework (Standard setter · Free / paid)

Deloitte

• Deloitte DART – Roadmap Series (Firm guide · Free)
• Deloitte Roadmap: Income Taxes (Firm guide · Free)
• Deloitte Roadmap: Non-GAAP Financial Measures and Metrics (Firm guide · Free)
• Deloitte Roadmap: Revenue Recognition (Firm guide · Free)
• Deloitte Roadmap: SEC Comment Letter Considerations (Firm guide · Free)
• Deloitte Roadmap: Segment Reporting (Firm guide · Free)

FASB

• FASB – Accounting Standards Updates effective dates (Standard setter · Free)

Grant Thornton

• Grant Thornton Insights (Firm guide · Free)

KPMG

• KPMG Financial Reporting View (Firm guide · Free)
• KPMG Handbook: Leases (Firm guide · Free)
• KPMG Handbook: Revenue recognition (Firm guide · Free)
• KPMG Handbook: Segment reporting (Firm guide · Free)

PwC

• PwC Viewpoint (Firm guide · Free / paid)
• PwC Viewpoint – Effective dates of FASB standards (public companies) (Firm guide · Free)

RSM

• RSM Financial Reporting Resource Center (Firm guide · Free)

SEC

• SEC – Corporation Finance Interpretations (Regulator · Free)
• SEC – Cybersecurity disclosure rule (press release 2023-139) (Regulator · Free)
• SEC – EDGAR Full Text Search (Regulator · Free)
• SEC – Financial Reporting Manual (Regulator · Free)
• SEC – Non-GAAP Financial Measures C&DIs (Regulator · Free)
• SEC – Staff Accounting Bulletins (Regulator · Free)
• SEC – Standard Taxonomies (XBRL) (Regulator · Free)

The Monday Filer

• The Monday Filer – SEC reporting Excel templates (Template vendor · Paid)

UnfoldCFO

• UnfoldCFO – 10-K Disclosure Checklist (Template vendor · See site)

Workiva

• Workiva Marketplace – SEC Reporting Process Checklist (Template vendor · Requires Workiva license)