Who We Serve

High-Growth / Venture

Revenue: $50M - $500M

  • Founder-led or Venture Capital/Private Equity-backed companies scaling faster than their back-office can handle.

    May be navigating a first-time audit, unreliable financial data, or a messy month-end close

  • ·       Month-End Close Optimization: Reducing close timelines (e.g., 20 days to 5 days) and improving data reliability.

    ·       First-Time Audit Readiness: Preparing schedules, memos, and documentation to survive a first-year Big 4 audit.

    ·       Historical Clean-Up & Remediation: Untangling messy historical data to ensure a clean opening balance sheet.

    ·       Internal Control Design: Building the first layer of key controls (SOX-lite) to satisfy investors/auditors.

    ·       Interim Controller Support: Providing an acting leader who establishes policy and manages the team.

    ·       Revenue Recognition Adoption: Implementing ASC 606 for the first time for scaling SaaS or complex models.

  • View Case Study Here

Private Equity / Mid-market

Revenue: $500M to $2B

  • Private Equity-backed or mid-market organizations positioning for a strategic transaction (IPO or Sale).

    Typically managing post-merger integration, ERP upgrades, or the transition from private to public reporting standards.

  • ·       Interim Technical Management (Gap Fill): Seamlessly backfilling Directors/Managers during leaves or resignations

    ·       M&A Transaction Support: Leading Purchase Price Accounting (ASC 805) and supporting post-transaction integration

    ·       Complex Technical Memos: Drafting white papers for Debt/Equity modifications, Leases (ASC 842), or Derivatives.

    ·       Global Policy Harmonization: Aligning accounting policies across newly acquired global subsidiaries.

    ·       External Audit Liaison: Managing the relationship and requests of Big 4 auditors to reduce friction.

    ·       Process Mapping & SOP Creation: Documenting tribal knowledge into formal Standard Operating Procedures.

  • View Case Study Here

Public / Enterprise

Revenue: $2B+

  • Publicly traded or Global entities with established finance functions facing a specific capability gap.

    Triggered by a critical leadership vacancy, a surge in regulatory reporting requirements, or a complex technical transaction.

  • Services:

    ·       Interim Technical Management: Seamlessly backfilling operational or technical accounting team members or leaders during leaves or resignations

    ·       Carve-Out Financials: Preparing pro forma financial statements for spin-offs or divestitures.

    ·       Financial Restatement Support: Surgical assistance in correcting material errors from prior periods.

    ·       SEC Reporting & Filing (10-K/10-Q): Drafting and reviewing filings, footnotes, and MD&A for public registrants.

    ·       SOX Compliance & Testing: Executing control testing cycles and remediating specific material weaknesses.

  • View Case Study Here