Remote IFRS 9 & Hedge Accounting Services
Access Senior Auditor expertise on-demand. High-impact support tailored for SMEs and growing businesses worldwide.
Do you require specialized support beyond the Toolkit? I offer flexible remote services to design, implement, and defend your most critical financial compliance processes, ensuring P&L stability and audit readiness.
Our services are categorized into four pillars to guide your compliance journey towards Strategic Maturity, as mapped in our IFRS 9 Compliance Framework.
Levels 1, 2, and 3 are covered by the Toolkit. Levels 4 and 5 (Strategic Maturity and Governance) are achieved through our **Advisory and Assurance Services**.
1. PREMIUM SUPPORT (Included Service – 3 Months)
Included for 3 months with the purchase of the IFRS 9 Hedging Quick Start Toolkit—the standard timeframe for full procedural implementation (Levels 1-3).
General Support (Q&A Forum)
Answers to generic, non-client specific technical questions, helping all clients organize and improve our knowledge base.
- Access to the community Q&A Forum.
- Continuous monitoring of IFRS 9 concepts and updates.
STATUS: INCLUDED (For all Toolkit clients)
Limited Specific Technical Support
Expert guidance for critical decisions during the implementation of Levels 1-3. Strictly limited to technical compliance guidance.
- Limit: Max 3 specific technical answers.
- Duration: Available for 3 months from purchase.
- Disclaimer: Responses offer generic compliance guidance only, without specific recommendation or “do this” advice.
STATUS: INCLUDED (Limited)
2. PREMIUM E-LEARNING & CERTIFICATION
Capacity building and human capital development for your team, essential for long-term compliance success (moving towards Level 4 and 5).
Core Training & Certification (Included)
Access to the necessary learning modules to successfully implement the Toolkit.
- Video Training on all models and procedures (Spot-to-Spot).
- Certification for users upon course completion.
- Continuous access to Toolkit e-learning material.
STATUS: INCLUDED (Toolkit)
Customized Online Courses (Additional Contract)
Development of exclusive, tailored courses for your specific corporate policies and hedging strategies.
- Customization of core e-learning content.
- Focus on advanced derivatives or specific hedging strategies.
- Material designed for the KSA Matrix requirements of your function (Level 5).
- Live remote training sessions (on demand).
3. PREMIUM ADVISORY SERVICES (Additional Contract Required)
Advisory services focus on designing and implementing new strategies and complex processes (moving towards Level 4 and 5 maturity).
Strategy & Policy Design (Levels 2-3)
Refining the financial risk foundation to include new complexities.
- Review and adaptation of your Risk Management Policy (RMP).
- Design of Internal Controls and KSA Matrix for the hedging process (Level 5).
- Consulting on new derivative types (forward, futures, options, swaps, embedded derivatives).
Systems Integration & Process Automation (Level 5)
Consulting to integrate IFRS 9 compliance with operational systems.
- Consulting on Systems and Tools deployment (Process Automation).
- Workflow planning for Hedging and HA Process Flowchart.
- Planning the Discontinuation Procedure (Level 4).
4. PREMIUM ASSURANCE SERVICES (Additional Contract Required)
Assurance services are focused on reviewing, validating, and defending your existing compliance framework, ensuring audit peace of mind.
Pre-Audit Compliance Review
Guarantee that your documentation (Levels 1-4) is robust and ready for audit scrutiny.
- Verification of Hedge Effectiveness Procedures (Level 3).
- Review of IFRS 7 Disclosure Checklist notes (Level 4).
- Validation of Evidence for External Audits documentation (Level 4).
Audit Defense & Remote Assurance
Remote support during crucial audit meetings and formal defense of your methodology.
- Remote support during audit meetings.
- Formal review of Effectiveness Reports (Level 4).
- Review of Hedging Controls (Level 4).
- Consulting on Review and Enhancement of Capabilities (Level 5).