OUR Services

The hard accounting questions surface at the worst possible moment — mid-transaction or mid-audit — and mistakes are costly. We’ve built our reputation on solving some of the most complex accounting matters for our clients.

Our team of professionals has seen a wide range of accounting matters and use that experience to drive towards the correct answer. All technical accounting memos go through a rigorous quality control review process so conclusions are well-supported, even when alternative positions exist.

We research and document accounting positions across the areas that trip companies up: convertible instruments, revenue recognition, business combinations, stock-based compensation and beyond. We can also review draft agreements before they're signed to avoid unintended accounting consequences.

Internal controls often get built under pressure: right after a listing or after a material weakness surfaces. Built that way, they tend to miss the top-down approach that can actually benefit your business.

We take a practical, cost-effective approach: scoping and risk assessment, process and control documentation, walkthroughs, testing, and remediation. We support companies from their first management assessment through ongoing Section 404(b) attestation.

Because our reporting and technical accounting work already touches your close and your key judgments, we design controls around how your team actually works and keep the documentation your auditors need current from one year to the next.

Private-company finance teams are built to close the books, not to take a company public. Going public stacks new demands on that team all at once: SEC-compliant financial statements, expanded disclosures, a registration statement, and often a first-time PCAOB audit.

We start with a readiness assessment to identify gaps early. Then we manage the accounting and reporting workstreams through to the listing: preparing the financial statements, supporting the PCAOB audit alongside the registration statement, and coordinating with your auditors, counsel, and underwriters to keep the timeline on track. We support traditional IPOs, reverse mergers, and SPAC transactions alike.

After the listing, we can stay on to handle your quarterly and annual reporting, technical accounting, and SOX compliance, so the team that helped take you public keeps you current.

Not every registration statement is an IPO. Companies file them to raise capital, register shares for resale, complete a merger, or spin off a business, and each form carries its own financial statement and disclosure requirements.

We prepare the financial statements, pro forma financial information, and related disclosures for registration statements on Forms S-1, S-3, S-4, and 10, among others. We then coordinate with your auditors and counsel from first draft through effectiveness.

When SEC staff comments arrive, we draft responses to the accounting and financial reporting comments, prepare the supporting analysis, and revise the filing to keep the review moving.

Every acquisition, divestiture, and spin-off creates accounting and reporting work, often on a deadline set by the deal rather than by your finance team. For public companies, that can mean audited financial statements of the acquired business and pro forma financial information due in a Form 8-K roughly 75 days after closing, plus the technical accounting analyses behind them.

On the sell side, we prepare carve-out financial statements for businesses being sold or spun off, including the shared-cost allocations and judgments auditors scrutinize most, and we work through the held-for-sale and discontinued operations accounting and presentation. On the buy side, we assess whether the deal is a business combination, identify the accounting acquirer, and apply purchase accounting. Either way, we prepare the Article 11 pro forma financial information and related disclosures.

Whether you're the buyer or the seller, public or private, we keep deal reporting accurate, audit-ready, and on schedule. Once we know your business, there's no ramp-up when the next transaction comes along.

Whether the SEC, your investors, or your lender requires it, the annual audit isn't optional. Entering into an audit unprepared can pull your team away from the business for weeks and drive up your audit fees.

Our team includes former Big Four auditors, so we know what your auditors will ask for before they ask. We serve as project manager, managing your side of it from kickoff through completion so nothing stalls and your team isn't left chasing requests. We coordinate the timeline with your auditors, prepare and review the schedules on their request list, prioritize requests, track open items, and maintain the bridge from the unadjusted trial balance to the final audited numbers.

We also draft the financial statements and footnotes, complete disclosure checklists, and prepare technical accounting memos where the company or auditors need them. We support recurring audits and first-time audits alike, which demand far more than a recurring audit. The result is an audit that runs on your timeline, with fewer surprises and less disruption to your team.

Not every company needs a full-time CFO, Controller, or accounting staff, but every company needs the work done right. Whether you need a complete finance function, extra capacity during a busy stretch, or coverage while you fill a role, we step in at the level you need.

At the leadership level, we serve as an extension of your finance team, providing CFO and Controller support that includes management reporting, budgeting and forecasting with variance analysis, accounting policies and procedures, and management of key stakeholder relationships. At the staff level, we manage the day-to-day accounting functions that keep your books accurate and current, including bookkeeping, accounts payable, billing and receivables, fixed asset accounting, account reconciliations, month-end close, and 1099 reporting.

Our processes are documented and team-based, so your books never live in one person's head. The engagement can grow as you raise capital, complete an acquisition, or prepare for a transaction, and scale back when the pressure eases. The scope changes; the people don't.

Deals move fast, and surprises found after closing are expensive. Our financial due diligence looks beneath the reported numbers: the quality of the underlying systems and records, accounting policies, internal controls, and the finance organization itself. We communicate key findings, risks and recommended actions before you commit.

We work with acquirers, sellers, and underwriters on mergers, acquisitions, and IPOs. When a target reports under local GAAP, we identify the adjustments needed to convert its financials to U.S. GAAP or IFRS.

For public-company buyers, we also look ahead to what happens after closing: whether the target can produce the audited financial statements you'll need to file with the SEC. On the sell side, we get your books ready for scrutiny, so the buyer's team doesn't find the issues first.