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Lease Accounting Discussion Surges at CPAmerica A&A Conference

At the 2022 CPAmerica A&A conference, key discussions focused on CPA firm independence restrictions related to data hosting under AICPA standards, the proper disclosure and accounting of related-party leases per ASC 842, and the ongoing debate over the effectiveness of spreadsheets versus specialized software for lease accounting implementation and compliance.

CPA firm independence, related party leases, and the old debate between spreadsheets vs. software were prominent topics of conversation at the 2022 CPAmerica A&A conference in Charleston, SC. Ane Ohm, CEO, shared insights and key takeaways from the conference.

Lease Accounting and CPA Firm Independence – How to Stay Compliant?

The AICPA has clarified that a CPA firm cannot maintain its independence if it stores data on behalf of clients. This includes hosting a client’s website, storing client general ledger or other financial information, and providing business continuity services.

Technology can help CPA firms ensure accuracy, save time, and streamline processes. However, firms must use technology in compliance with AICPA standards related to independence and data hosting.

CPA firms also need to consider how they assist clients with implementing the new lease standard, especially as independence standards continue to tighten. While firms have the expertise clients need, clients must own the inputs and calculations. Technology should facilitate documentation around how a CPA firm maintains independence while helping clients ensure accurate financial reporting.

Related Party Transactions – How to Disclose?

The ASC 842 standard provides guidance on accounting for related-party leases. Under ASC 842, an entity should use the legally enforceable contract terms to calculate the right-of-use asset and lease liability. Economic incentives are important in determining the reasonably certain lease term, but the relationship between the parties is not a relevant consideration. The FASB has consistently reinforced this guidance. Related party transactions must be disclosed separately.

It can be overwhelming for clients to prepare for the new lease standard. Firms can help clients get ready by sharing resources and roadmaps for implementation.

Spreadsheets vs. Software – Which Is the Best Choice for Your Clients?

Clients who use spreadsheets to track or maintain their leases face many challenges. Spreadsheets are error-prone and difficult to adjust, leading to inaccuracies. They are also time-consuming and difficult to maintain, increasing the security risk of sensitive data. CPA firms fear that auditing a client’s lease accounting spreadsheet will be time-intensive, create dissatisfaction among audit staff, and may adversely affect realization rates.

Providing clients with lease accounting software offers a solution to these problems and allows firms to standardize processes around implementing and auditing lease accounting. This saves time, reduces costs, and improves the bottom line.