01
Prior work
Last period's spreadsheets, workpapers, memos, review notes, and handoffs.
Memory
Every period starts with what Memwa already knows.
It brings prior work, recurring issues, open requests, decisions, preferences, and recent work into the next job, then opens the current files and sources alongside it.
Continue the work
Reopen the client without rebuilding the story.
Start with the last handoff, the open requests, and the decisions already made. Memwa checks the latest files and prepares the next piece of work.
Pick up Alder Junction's Q1 review. Tell me what changed since the last pass, check open amounts against the latest files, and prepare the handoff for review.
What carries forward
Memwa remembers the details that move client work forward.
Each client history stays practical: the work already done, the issues that recur, the requests still open, and the team's decisions and preferences.
02
Recurring issues
Items that return each period, how the team handled them, and what still needs attention.
03
Open requests
Missing support, promised follow-up, and client questions that remain unfinished.
04
Decisions
The accounting and review decisions the team made, with the job and source context attached.
05
Team preferences
The firm's working, formatting, and review preferences for this client.
06
Recent work
The latest workpaper, request, review state, and handoff ready for the next job.
Context and sources
Start with what the team knows. Open the source behind the work.
Memory gives the job continuity. Client files support the current numbers, and public guidance supports the research. All three stay connected to the work your team reviews.
- Remembered context
- Brings prior work, decisions, requests, and preferences into the next job.
- The team can review it, correct it, and add the latest client context.
- Client evidence
- Supports the current amount, transaction, agreement term, or accounting fact.
- Open the relevant file, page, sheet, or range directly from the work.
- Public guidance
- Supports the research behind a tax or regulatory question.
- Open the authority, citation, and date beside the client analysis.
Keep memory current
Client context stays useful as the work changes.
01
Remember
Keep the prior work, decisions, requests, and recurring issues with the client.
02
Review
Confirm the context that matters when the team hands off or closes a period.
03
Update
Add new decisions, close completed requests, and revise outdated preferences.
04
Use
Bring the relevant client history into the next job and open the current sources.
Each handoff adds the latest work, closes completed requests, and keeps unresolved items visible. The next period begins with a concise client history instead of a blank page.
Research and sources
Research the source and bring it into the client work.
Continue with relevant IRS and public guidance, source citations, client facts, and planning work Memwa brings together.