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ACCOUNTING & FINANCE

Home > Accounting & Finance

Technical Accounting

Significant accounting standards and changes passed by the FASB continue to create challenges for many organizations. Our technical accounting professionals will leverage our decades of experience to guide you and your organization through complex accounting issues, and we will ensure you stay informed and in compliance. 

Examples Include:

  • Adoption of new accounting standards

  • Revenue recognition

  • Complex equity transactions

  • Business combinations

  • Fair value accounting

  • Lease accounting

  • Preparation of forms 10-k, 10-Q, etc.

  • Private company financial statement preparation

  • Audit preparation and management of external audit

  • Drafting technical accounting memos

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Technical Accounting
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Financial Close & Reporting

Our team has experience in both financial and operational process improvement. We have worked with a variety of companies to develop and improve internal financial operations and reporting, implement systems, develop internal controls and rectify deficiencies.

Examples Include:

  • Develop monthly reporting packages and KPI's

  • Financial close process review

  • Evaluation of system needs

  • Project management of systems implementation

  • Internal control design and testing

  • Remediation of material weaknesses and significant deficiencies

  • Risk assessment

  • Key control determination

Financial Close
IPO Services

IPO Services

Thinking about going public? We will make sure you are prepared.

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Our IPO services team will work with you to create a comprehensive IPO readiness plan, which will involve identifying key areas of focus by assessing your organization's operational strengths and weaknesses and considering the requirements of your investors, your external auditors, and the SEC.

Our team has advised on numerous IPOs including drafting form S-1, preparation of quarterly financial statements & disclosures, development of IPO project plan, IPO project management, SEC comment letter responses, tie-out of S-1 document and drafting technical accounting memos. Extensive experience in project management and ability to meet tight deadlines. Companies can benefit from an objective third party that can focus on management of the process, internal consistency throughout the document and prior experience of the process. This allows management to focus on the road show, investment bankers, analysts and fund managers.

Examples Include:

  • Drafting form S-1 (MD&A, F-pages, KPIs & other financial sections)

  • Preparation of quarterly financial statements and disclosures

  • Development of an IPO project plan

  • SEC comment letter responses

  • Internal control design and testing

  • Tie-out of S-1 document for audit support

  • Drafting technical accounting memos

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M&A Services
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M&A Services

Our team has experience on M&A engagements with focus on buy-side and sell-side due diligence and post-sale assistance. Proper diligence and post-sale assistance can help mitigate the risks and assess the financials and operations of a target.

Examples Include:

  • Adjusted net working capital analysis

  • Quality of earnings analysis

  • Net debt analysis

  • Review of sale and purchase agreements

  • Preparation or review of carve-out financial statements

  • Preparation or review of due diligence support

  • Preparation of opening balance sheet

  • Pro-forma financial statements

  • Accounting policy alignment and integration

  • Purchase price accounting

Digita Solutions

Digital Solutions and Systems

Our Digital Solutions and Systems team specializes in helping businesses of all sizes thrive in high-growth environments and conquer complex challenges. We help clients build scalable solutions that improve operational flow and reduce time to close. Whether you're a startup aiming to implement your first ERP system, a large-scale enterprise integrating a newly acquired subsidiary, or someone who just needs dependable NetSuite support, we're here to guide you on your digital journey.

Examples Include:

  • NetSuite ERP Implementation

  • NetSuite add-ons and module setup including ARM, Consolidations, Inventory, etc.

  • Workiva Implementation and Optimization

  • Zone Advanced Billing Optimization and Support

  • Systems health check including assessment and design

  • Systems Integration

  • Process Automation

  • NetSuite admin services

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