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Small Business Review Casework
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Case Brief and Decision Scope
Overview: Case Brief and Decision Scope
What a Case Brief Contains
Activity: Label the Brief
Facts, Assumptions, and Questions
Decision Scope for the Review
Activity: Scope the Decision
Reading a Short Business Case
What Good Notes Look Like
Judgment Moment: Should You Sign Your Name to the Scope?
Activity: Sign-or-Revise Check
Case Intake Notes for the Next Section
Exercise: Section Exercise
Review: Case Brief and Decision Scope
Transaction Pattern Review
Overview: Transaction Pattern Review
Why Transaction Pattern Review Matters
Source Documents and Support
Activity: Match Transactions to Source Evidence
Pattern Checks for Routine Entries
Common Problems: Missing, Duplicate, and Mismatched Entries
Judgment: Is the Coding Choice Defensible?
From Review Notes to Risk Signals
Exercise: Section Exercise
Review: Transaction Pattern Review
Issue Identification and Risk Ranking
Overview: Issue Identification and Risk Ranking
What counts as an issue
Activity: Sort case notes by issue type
Use documents to test the story
Rank risk by impact and urgency
Activity: Rank issues with a simple matrix
Separate errors from policy choices
Write a short issue log
Activity: Draft an issue log entry
Reading-only: what good judgment sounds like
Exercise: Section Exercise
Review: Issue Identification and Risk Ranking
Accounting Choices and Justification
Overview: Accounting Choices and Justification
What makes an accounting choice defensible?
Activity: Sort choices, facts, and assumptions
Evidence that supports a coding decision
Materiality and when a shortcut is acceptable
Activity: Rank items by review risk
Trade-offs in routine coding
Writing the justification a reviewer can follow
Activity: Draft a reviewer-ready justification
When to escalate or ask for more support
Exercise: Section Exercise
Review: Accounting Choices and Justification
Recommendation Memo and Stakeholder Communication
Overview: Recommendation Memo and Stakeholder Communication
What a strong recommendation memo must include
Activity: Sort memo parts into a review-ready order
Reading the audience before you write
Using evidence without overexplaining
Activity: Choose the best evidence sentence
Writing the risk statement and next steps
Judgment moment: would you sign your name to it?
Activity: Review a draft and decide whether to sign it
Stakeholder message formats
Exercise: Section Exercise
Review: Recommendation Memo and Stakeholder Communication
Case Synthesis and Portfolio Ready Deliverable
Overview: Case Synthesis and Portfolio Ready Deliverable
From notes to a single case story
Activity: Sort the case facts into a decision chain
Rank what matters most
Write for a busy stakeholder
Activity: Draft a one-page recommendation note
Show your accounting judgment
Prepare the portfolio version
Exercise: Section Exercise
Review: Case Synthesis and Portfolio Ready Deliverable
Course Study Guide
Overview: Course Study Guide
Recap
What You Can Do Next
Additional References
Review: Course Study Guide
Lab: Small Business Case Review Lab
Overview: Lab: Small Business Case Review Lab
Lab: Small Business Case Review Lab
Review: Lab: Small Business Case Review Lab
Lab: Small Business Case Review Lab
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AI Learning Hub
AI Essentials
Level 1: Generative AI Foundation
Level 2: Grounding AI with your Data
Level 3: Automating AI Workflows
Copilot First-Step Kit
Office
Webinars
Power BI
Programming
WordPress
Microsoft Official
Accounting
CompTIA
Google
Upskilling Series
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Course info
Small Business Review Casework
Apply your skills to a fuller case and produce a professional recommendation.
Skill Level
:
Beginner
