Mastering Intelligent XBRL-based Digital Financial Reporting

Do you have the mastery mindset? Do you want to develop the mastery mindset? Are you an artisan fueled by an insatiable desire to master your craft?

This page is for the "semi-technical professional accountant" who want to master intelligent XBRL-based digital financial reporting.  The focus is more specifically on CPAs, chartered accountants, and other business professionals who have some knowledge of accounting, generally though they have a strong understanding of accounting.  But any business professional could benefit, and in fact technical professionals will also benefit from this information and these training opportunities also. 

The target is the professional accountant who understands accounting and is not afraid to roll up their sleeves and get their hands a little dirty with the technology.

You probably know if you are a semi-technical professional accountant.  Common characteristics are:

  • You are not scared of technology.  In fact, you are likely curious and like to figure out how things work.
  • You probably can program or want to learn how to program, probably using Microsoft Excel or Microsoft Access.
  • You probably understand and use SQL.
  • You may be a consultant or an "internal consultant" (the person everyone else in your organization comes to to solve problems).
  • Etc.


Perhaps it is still a bit of a risk right now because XBRL-based digital financial reporting is not used as pervasively as it one day will be.  But, that is the opportunity.  If you believe that XBRL-based digital financial reporting will be used more, and if you want to invest in your skill set to help you take advantage of the opportunity as the world moves to intelligent XBRL-based digital financial reporting, this mastering XBRL page is for you.

Another part of the opportunity is that you can learn XBRL from one of the people who conceived of the idea of XBRL; who helped convince the AICPA to help make XBRL a global standard; helped create, build, and test XBRL to be sure it works; and who has been on a wide variety of projects around the world which use XBRL around the world.  That person is me!  Plus, I am a professional accounant, I am semi-technical.

Further, I am well connected in the XBRL community and have lots of good sources of information and knowledge.  I take advantage of these sources to pull together the best possible set of knowledge for myself; and then I share this knowledge with you.  If you wish, you can even get connected to those who have deep, deep, deep understand of XBRL.  They have helped me to understand XBRL and they will help you also.


The objective of this training is to help you:

  1. understand what XBRL is, what XBRL is not, and how the technology works, in depth,
  2. using a logical conceptual model to hide the XBRL technical syntax,
  3. to see the true benefits and allowing you to explain those benefits it to others,
  4. to have the skills to review the work of others to see if that work is correct, for example if taxonomies are created correctly and meet business objectives,
  5. to have the skills to properly and throughly test taxonomies and instance documents,
  6. to develop the skills to be able to audit XBRL-based digital financial reports,
  7. to develop a specialty area of XBRL; for examples, one specialty areas might be writing business rules using XBRL Formulas,
  8. to talk to technical people about intelligent XBRL-based digital financial reporting.  For example, not all technical people understand XML, understand the real differences between XBRL and XML, or understand the value of open standards such as XBRL.  Most technical professionals don't know how to build an expert system, don't know how to build an intelligent software agent correctly, and don't know how to work with business rules properly.  We help professional accountants understand these sorts of things so they can discuss these topics with technical professionals from a position of knowledge.

Finally, the ultimate objective is to empower you with a "master" level understanding of XBRL.  Just like a master plumber, you will be able to solve any problem relating to intelligent XBRL-based digital financial reporting using best practices.  As XBRL is used more and more these skills will become more needed and more valuable.  Right now, this is an investment.  But the risk of not having this knowledge is increasing.  But if you want to work with intelligent XBRL-based digital financial reporting at certain levels, you need to master XBRL and understand the underlying technologies.

Learning Options

There are many different approaches to obtaining this information.

  • Self Study.  This is a low cost option and it takes longer; but you can do it at your pace, within your budget, and to the degree you want.  We will help show you the path to understanding XBRL right here.
  • Supported Study.  You study on your own, but we have support options available to supplement your efforts to learn XBRL.
  • Saturation Study.  Come to a one week class and get up to speed fast.
  • Custom Classes.  If your organization would like to train a number of individuals, we can help you.
  • Support.  If all you need is support from time to time, we can provide that option also.
  • Apprenticeship Programs. Study under an expert. We can set you up with an apprenticeship program.

For more information on any of these options, please contact  These classes can be given in your area if you desire.  Also, there are opportunities for train the trainer type classes.

You can start on your own.  Where? Read Intelligent XBRL-based Digital Financial Reporting.