Areas of Practice

General Corporate Accounting

 

Providing the basic principles, concepts and accounting practice, recording, financial statement preparation, and the use of accounting information in management.

Audit Readiness & Oversight

 

Assist companies in preparing for external audits including identifying and implementing internal controls, preparing account reconciliations, financial statement generation, footnote creation and acting as a liaison with external auditors.

CFO/Controller Services

 

  • Bill paying.

  • Collecting and managing receivables.

  • Payroll transactions.

  • Revenue Recognition

  • Budgeting.

  • Managing banking relationships.

  • Prepare financial statements

  • Oversee accounting staff/department

  • Set up internal controls

  • Reconcile accounts

  • Cash flow and treasury management

  • Review trending and analyze accounts

  • Financial analysis and strategic advising

Debt and Equity Financing

 

Assist companies going through debt and equity transactions including cap table management, setting up, populating and managing a data warehouse and preparing pitch decks.

Stock Option Management

 

Assist companies in managing their stock option plans including performing and recording stock option expense, preparing the stock option rollforward, obtaining the 409a valuation and preparation of footnote. Implement third party software to streamline and automate the complexities of the equity management process.