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REARDON ACCOUNTING SOLUTIONS

Mark‑to‑Market Advisory Assessment

 A focused assessment to identify valuation inconsistencies, improve clarity, and strengthen your month-end results.

What We Look At

Your Clean‑Up Assessment focuses on the areas that most often create blind spots in mark-to-market accounting:

  • Month-end MTM workflow

  • How market moves are reflected in your books

  • Any gaps between operations and accounting treatment

Why Request This Assessment

When basis values move quickly, small discrepancies can create:

  • Unclear profitability

  • Unexpected month-end swings

  • Misalignment between trading activity and financials

  • Difficulty explaining results to lenders or stakeholders

Many merchandisers don’t recognize the impact of these small basis differences until they take a closer look.

What You’ll Gain

Ideal for merchandisers who want clearer basis reporting and fewer month-end surprises. You’ll receive:

 

  • A brief overview of any basis variances identified

  • Practical recommendations for cleaner, more accurate MTM results

  • Insight into how your current process impacts results

  • Optional next steps if you’d like support refining your workflow

Assessment Request

Schedule an Assessment
May 2026
SunMonTueWedThuFriSat
Week starting Sunday, May 10
Time zone: Coordinated Universal Time (UTC)Online meeting
Wednesday, May 13
10:00 AM - 11:00 AM
11:00 AM - 12:00 PM
12:00 PM - 1:00 PM
1:00 PM - 2:00 PM

The services described on this website are non-attest accounting and advisory services. No audit, review, or other assurance services are provided. Specific services and the scope of any engagement will be defined in a written agreement prior to the commencement of services.

 

Submission of an assessment request or inquiry does not establish a client relationship.

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