CFO Advisory Services

  • Outsourced Accounting and SEC Financial Reporting
  • Technical Accounting
  • IPO Readiness
  • M&A (Carve-outs) Due Diligence Support

Two people analyzing financial charts and data with a calculator and clipboard.

Outsourced Accounting, Compilations, Agreed Upon Procedures and SEC Financial Reporting

We work with small to mid-size business, private or public companies, to alleviate the daily challenges and stresses of growing their businesses. We can simply take over the burden of your accounting and finance functions, fully or in partial. Our technical knowledge and resources include:

  • Bookkeeping of your daily transactions
  • Assist you with Monthly, quarterly and annual closing
  • Assist you with Financial Reporting in accordance to US GAAP, IFRS and SEC guidance
  • Perform Compilations and Agreed Upon Procedures
  • External and internal audit support
  • Temporary or interim management of accounting and finance departments/functions (Providing: Junior & mid senior accountants, Managers, Directors, Controllers, VPs and CFOs)

Technical Accounting

We help you with the implementation of new and complex technical accounting developments such as: New Revenue Standard (ASC 606 and IFRS 15), New Lease Standard (ASC 842 and IFRS 16), Debt and Equity Instruments, Stock Based Compensation, Fair value Instruments, Business Combinations, Variable Interest Entities and Goodwill and Long-Lived Asset Impairments. Also, we help you with US GAAP/IFRS conversion.

IPO Readiness

Navigating the IPO process can be stressful. We work side by side with you to achieve your growth objectives by performing the following tasks:

  • Make your prior year financial statements SEC compliant
  • Drafting registration statements on Form S-1 and address SEC comments
  • Identifying internal controls risks and establishing SOX controls to mitigate them
  • Assisting with IT system selections and implementation
  • Preparing 1934 Act reports, including annual 10-K and quarterly 10-Q

M&A (Carve-Outs) Due Diligence Support

We work with you side to side throughout the overwhelming M&A journey. We can ease your workload with the following services:

  • Managing Data Room and Due Diligence document requests
  • Assisting with financial reporting
  • Assisting with pre and post-merger support for accounting, internal controls, and systems integration