What We Do

Multidisciplinary
Critical Staff Augmentation
Turnover at critical positions. Maternity and sick leave. Special project assignments. A temporary vacancy poses numerous risks and threats to your organization. Our extensive experience allows us to immediately fill positions with limited ramp up and oversight.
Corporate Controllers
Financial Reporting Directors
Interim CAO and CFOs
Accounting Managers
Technical Accounting / Audit Readiness
Accounting & Reporting Advisory
We assist our clients in addressing key technical accounting issues that have the potential to delay audit completion. By leveraging our expertise, our client's audits are completed faster and with fewer audit firm overages. Our services include:
Preparation of Draft Financial Statements & Footnotes
Technical Position Papers
New Accounting Standard Implementation Assistance
Private Equity / Venture Capital
M&A / Carve Out Execution Support
Financial Reporting / Internal Controls
SEC Compliance
We provide outsourced SEC compliance services for initial filings and ongoing compliance. By offloading critical tasks to our team of experts, our clients can more effectively meet filing deadlines and requirements. Our services include:
Assess IPO readiness (including SPAC and reverse merger transactions)
Conversion of private financials to public standards
Draft 1933 and 1934 Act filings
SOX 404(a)
Manage edit, review and filiing process
Valuation Services
Securities & Asset Valuation
From public filers to private equity backed portfolio companies, we provide valuation consulting that meets the requirements of auditors and regulators. Our valuation services include:
Business Combinations (ASC 805)
Impairment Testing (ASC 350/360)
Equity Compensation & Derivatives (ASC 718 & 815)
Incremental Borrowing Rate (ASC 842)
Tax Valuation (Estate, Gift, 409A, etc.)

What We Do

Critical Staff Augmentation

Turnover at critical positions. Maternity and sick leave. Special project assignments. A temporary vacancy poses numerous risks and threats to your organization. Our extensive experience allows us to immediately fill positions with limited ramp up and oversight.

Corporate Controllers

Financial Reporting Directors

Interim CAO and CFOs

Accounting Managers

Ongoing SEC Compliance

We provide outsourced SEC compliance services to companies nationwide. By offloading critical tasks to our team of experts, our clients improve their abilities to meet their reporting deadline. Our services include:

Establish Filing Schedules and Dependencies

Prepare Draft Filings

Coordinate Edgarization and XBRL tagging

SOX 404(a)

Audit Readiness

We assist our clients in addressing key technical accounting issues that have the potential to delay audit completion. By leveraging our expertise, our client’s audits are completed faster and with fewer audit firm overages. Our services include:

Preparation of Draft Financial Statements & Footnotes

Technical Position Papers

New Accounting Standard Implementation Assistance

Private Equity / Venture Capital

M&A / Carve Out Execution Support

Valuation Services

From public filers to private equity backed portfolio companies, we provide valuation consulting that meets the requirements of auditors and regulators. Our valuation services include:

Business Combinations (ASC 805)

Impairment Testing (ASC 350 / 360)

Equity Compensation & Derivatives (ASC 718, ASC 820, ASC 815)

Incremental Borrowing Rate (ASC 842)

Tax Valuation (Estate, Gift, 409A, etc.)

 

We employ only experienced Big Four and national firm CPAs, controllers, and technical experts. Our reputation for excellence and execution is the reason why we are regularly referred in by leading CPA firms across the country.

We employ only experienced Big Four and national firm CPAs, controllers and technical experts. Our reputation for excellence and execution is the reason why we are regularly referred in by leading CPA firms across the country.

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Who We’ve Helped

Who We’ve Helped

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