Our team can drive new initiatives or support your financial reporting & accounting efforts.

Our deep bench of financial reporting & accounting talent is at the ready to support clients across a wide range of industries.


We offer a wide range of financial reporting and accounting services across a variety of industry verticals.

We work with private and publicly held companies as well as VC-backed, Private Equity or founder-owned businesses.

Some of the Things We Do

  • Implementation of new accounting pronouncements, including ASC 606 for revenue recognition and ASC 842 for lease accounting
  • SEC and other external reporting
  • Equity Accounting and systems implementation
  • Implementation of new technical accounting standards
  • IPO & SPAC readiness and filing support
  • Monthly close process acceleration
  • Reporting Rationalization
  • Process improvement
  • Sales commission design and automation
  • Royalty, participations and film Accounting
  • Cost Accounting and Inventory Management
  • External Audit Preparation

Completed Financial Reporting & Accounting Projects

Conceptualized, built, implemented and enhanced financial statement presentation for senior management to provide high-level snapshots of enterprise level revenue, division costs and operating profit for private equity-backed B2C SaaS company.

Assisted with year-end audit and S-1 reporting including financial statement and footnote preparation, Chapter 11 pro forma financial statements for acquisitions and LLC conversion at health tech company.

Converted financials from cash basis to US GAAP for private equity-owned e-commerce company.

Consolidated financial statements for a recently acquired company’s first financial audit.

Compiled and reviewed financial results, including MD&A in preparation of initial public offering (IPO) for technology platform company.

Assessed Procure to Pay processes and developed and implemented efficiencies for a music company.

Executed purchase accounting for significant acquisition including the purchase accounting memo, opening balance sheet, subsequent adjustments to opening balance sheet for working capital and other entries, conversion of trial balance to Microsoft AX and interaction with valuation group for ASC 805 accounting for a medical technology company.

Built Accounting infrastructure for a newly formed $25M entertainment industry focused joint venture. Included establishing accounting procedures, creating first-year financial statements, reviewing contracts to determine proper accounting treatment and working with operations to establish flow of information.

Created accounting position paper for software revenue recognition, associated cost capitalization and deferred implementation cost utilizing ASC 605, 606, 350 and 985. Developed a method for accounting for costs and creating monthly cost capitalization journal entries for a publicly held healthcare company.

Assisted with S-1 and quarterly reporting process including creating footnotes, S-1 disclosure research and assistance utilizing EDGAR and Accounting Research Manager for e-commerce platform provider.

Re-constructed Equity Structure from inception (dealing with internal and external Attorneys and Auditors) for a movie production company.

Integrated purchase of several film and television libraries into consumer products royalty processing workflows for a large entertainment studio.

Managed and generated the process to restate year-end financial statements to reflect change in year-end date for private equity-owned, multi-platform entertainment production company.

Upgraded a hardware technology manufacturer to a newer version of JDE, creating and mapping a new “smart” Chart of Accounts with cost centers and profit centers not included in the legacy system.

Created an Access database in order to streamline the bank reconciliation process for the accounting department of a medical office group. Wrote process documentation for new users of the bank reconciliation database.

Developed a centralized costing tool by product line enabling plant management to monitor labor efficiency and make key adjustments in real time.

Developed plan to reduce inventory turns from 80 days to 60 days, freeing up cash flow for industrial manufacturing company.

Managed payroll conversion from ADP to Paylocity, including oversight of data extract validations, test payroll runs and GL integration for publishing company.

Performed the conversion of stock-based compensation transaction and expensing data to a new accounting system for recent IPO company, with high-volume, complex awards (i.e., reverse-stock split, early exercise features, consultant awards, modifications and performance options and RSUs).

Implemented new reporting processes and chart of accounts for amortization of film rights for producer of live television programming. Developed accompanying reports for staff use while performing the monthly close process and developed reporting for management and executive review.

Prepared, reviewed and coordinated the filings of S-1 documents in support of an initial public offering.

Introduced new process to align cost accounting, warehouse and supply chain processes related to the destruction of old and obsolete stock for manufacturer.

Developed cost accounting methodology for aerospace manufacturer using Oracle Projects and Manufacturing modules. Created overhead pools and related absorption rates for design and production cost in a consistent manner that facilitated accurate unit cost.

Created technical accounting memos related to stock valuation (ASC 718), business combinations (ASC 805), build to suit lease accounting (ASC 840), qualitative assessment of goodwill and intangible asset impairment (ASC 350 and 360) as well as SAB 99 evaluation of error and internal control deficiency memos for e-commerce company.

Analyzed Receipt Not Vouchered account for valuation purposes and worked with post-merger integration team to create an automated analysis tool for “3-way match” (PO, Inventory Receipt and Invoice) for technology manufacturer.

Drove creation and roll out of intercompany accounting policies for entity structures contained in a new general ledger system.

Fulfilled lender reporting requirements through preparation of stand-alone entity financial statements and variance analysis.

Are your financial reporting & accounting practices best in class?

To learn more about our financial reporting and accounting consulting services, please contact us.