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Author Archives: Joey Bonaldi

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2016 Financial Restatements Review

Posted on June 12, 2017 by Joey Bonaldi

The annual Audit Analytics report on financial restatement trends is now available. This report provides a detailed analysis and comparison of trends in financial restatements over a sixteen-year period. As summed up by the Wall Street Journal, 2016 has seen an … Continue reading →

Posted in Financial Restatements, Quality of Reporting, Reports

Review Notes – Volume 3

Posted on March 2, 2017 by Joey Bonaldi

With filing season in full swing, we thought that it would be a nice change of pace to reveal another volume of Review Notes. In this edition we will be focusing on audit opinions that you would mostly read about in … Continue reading →

Posted in Internal Controls (ICFR - SOX 404), Quality of Reporting

Literature Review: “An Analysis and Taxonomy of Disclosure Controls and Procedures Effectiveness”

Posted on October 10, 2016 by Joey Bonaldi

In a recent post, we discussed trends in Sarbanes-Oxley Act Section 302 Disclosure Controls and Procedures (“DC&P”, or “SOX 302”) filings, and highlighted some reasons why disclosure controls may be of interest to investors and stakeholders. In this post, we look at … Continue reading →

Posted in Academia, Disclosure Controls (SOX 302)

Ineffective Disclosure Controls, 2005-2015

Posted on September 22, 2016 by Joey Bonaldi

Last month, we released a report looking at long-term trends in Internal Control over Financial Reporting (ICFR) SOX 404 disclosures. In this blog, we supplement that analysis with a look at the management-only assessments required by Section 302 of the Sarbanes-Oxley Act (SOX … Continue reading →

Posted in Disclosure Controls (SOX 302)

The PCAOB’s Effect on Auditor Market Share

Posted on September 6, 2016 by Joey Bonaldi

One of the most important aspects of the epochal Sarbanes-Oxley Act (SOX) of 2002 was the institution of the Public Company Accounting Oversight Board (PCAOB), whose purpose, in part, was to oversee the audits of public companies to promote and enforce … Continue reading →

Posted in Academia, Accounting + Oversight, Market Share, Regulation Oversight

Update on “SEC Comment Letters: A Five Year Trend” (2015)

Posted on August 1, 2016 by Joey Bonaldi

Last year we published a blog post reporting on the significant decline in the number of SEC comment letters that refer to issues in 10-K and 10-Q filings. In this post, we look at comment letters from 2015 to see if that trend continued. The … Continue reading →

Posted in Corporate + Legal, Corporate Governance, Quality of Reporting, SEC Comment Letters

Late Filings: 2000-2015

Posted on June 14, 2016 by Joey Bonaldi

Audit Analytics recently published a new report titled “Late Filings: 2000-2015, Descriptive Statistics and Analysis”. This report looks at trends in Non-Timely notifications for Form 10-Ks over the 16-year sample period for Large Accelerated Filers, Accelerated Filers, and Non-Accelerated Filers. Some highlights from the report include: The … Continue reading →

Posted in Audit + Compliance, Late Filings, Reports

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