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FINANCE AND ACCOUNTING

Our accountants are extensions of your team

Our accountants can be described with one word: experienced. With an average of 20 years in the industry, our team members know what they are doing and are respected for their deep knowledge, results and integrity. Whether preparing for an IPO, managing an SOX program or back-filling for an employee on leave, our consultants are there to solve your problems and support your business - with minimal management on your part.

 
 

Technical Accounting AND external reporting

  • Accounting research

  • Documentation

  • SEC compliance, including drafting of disclosures and XBRL

  • Our tool expertise includes Word, Excel, PowerPivot, PowerQuery, Power BI, Workiva's WDesk, and Donnelley Financial Services' ActiveDisclosure

  • Public company readiness, including accounting and reporting staffing, documentation, system, and process readiness

Controls AND Compliance

  • Compliance program management, including audit readiness and risk management

  • State and local tax compliance

  • Documentation

  • Testing

Accounting Operations

  • General ledger close

  • Foreign exchange

  • Intercompany

  • Tax accounting

  • Revenue recognition, including ASC 606 implementation and systems support

  • Lease accounting, including ASC 842 implementation and systems support

  • Treasury

management Reporting

  • Data visualization and analytics using PowerBI

  • Automation using Excel, PowerPivot, PowerQuery, and PowerBI