The Form LM-2 changed. Your workpapers can show their arithmetic.
Tiebook reads public LM-2 filings and produces readiness reviews and workpapers in which every finding cites the rows and arithmetic behind it.
Exact and possible, always split
Arithmetic is stated as fact. Patterns are stated as possible — never asserted.
Uncertain rows go to a person
Whatever the pipeline is not certain of queues for an accountant's decision.
Draft until a person verifies
Only verified documents export, bound to exactly what was checked.
Two documents you can read in three minutes
The documents a firm actually receives.
Readiness review
One page per union client: the finding, then the rows, then the arithmetic.
Open the sampleWorkpaper packet
Schedules, itemized payees, and totals that tie — down to transaction level.
What the pipeline does
Read the public filing
From the U.S. DOL/OLMS record, as filed.
Run the checks
Tie-outs, payee aggregation, known error patterns. Each check names its rows.
Split exact from possible
Facts are shown in full. Patterns are counted and exemplified.
A person verifies, then it exports
The verified export is bound to what was checked.
For engaged clients the same discipline continues into preparation: the ledger maps onto the revised form's schedules, every uncertain row queued for a decision.
2,924 of 2,997 rows · 3,000-row synthetic ledger
Talk to us
We reply within one business day. To see the readiness review run on a specific client's public filing, name the union in your note. If this link was forwarded, the original note names the person to write to.
Your note is used only to reply to you — nothing else, no list.