Financial Operations & Reporting

Our team has extensive experience in a variety of roles and functions ranging from senior CFO positions to general accounting* roles. From our team of 60+ professionals, we have a professional that can immediately assist your company in accounting* or finance matters. Our team includes staff whose experience ranges from technology (software and semiconductor) to healthcare (medical products and healthcare services), utilities, basic manufacturing, construction, energy (oil & gas, oilfield services, and clean tech), retail and service firms.
Our clients rely on our on-demand professionals and consulting expertise to create financial solutions and establish world-class best practices and assist them with tactical matters such as timely and accurate payroll processing, and routine invoice and cash transactions.
On-Demand Finance Professionals
Our clients leverage our on-demand finance professionals for both strategic and tactical project-oriented engagements. Designed to augment a company’s internal capabilities and create accounting* and finance solutions, we fill financial advisory and strategic gaps. We serve as a bridge for start-ups by providing part-time CFOs or accountants* until activity levels justify full-time, dedicated support. For more established companies, our seasoned professionals are ready to bridge the gap for a variety of situations, such as an accounting system implementation, an unexpected resignation, maternity or sick leave, audit preparation or the need for expertise on special projects, such as reporting the results of an acquisition or a new joint venture.
Interim or Fractional Roles
- CFO
- Controller
- Accounting Manager*
- SEC Reporting Manager
- Senior Accountant*
- Cost Accountant*
- Financial Analyst
- Full Charge Bookkeeper
General Accounting* Functions
- Revenue Recognition
- Account Reconciliation
- Consolidation
- Budgeting, Planning and Forecasting
- Cash Management
- Cost Accounting* Analysis
- Sarbanes-Oxley Documentation and Testing
- Accounting* for Equity Based Compensation
- Earnings per Share Calculation
Process Improvement Functions
- Business Process Analysis
- Accounting System Optimization
- Process Mapping
- Policy and Procedure Development
- Accounting Software Selection
- QuickBooks Setup and Training
- Payroll System Implementation Assistance
- Project Management
Transaction Services
Mergers, acquisitions and divestitures can create a temporary spike of work when most companies do not have spare resources available. Our team supports businesses on multiple fronts, on matters such as due diligence, purchase price allocations, and post-transaction integration of processes and key systems.
Technical Accounting Services*
Changes in auditor independence rules and the Sarbanes-Oxley Act have forever changed the auditor-client relationship. Auditors are limited in providing GAAP advice or offer direction on how a new or unique transaction should be handled. We fill the void left by the auditors by supplying on-demand accounting* expertise. Our professionals have extensive experience in critical reporting issues. Our experts have literally “written the book” on how to comply with many accounting standards and lecture throughout the country on current GAAP requirements and SEC reporting.
SEC & GAAP
- Pre-filing reviews of 10-Ks and 10-Qs
- Preparation of position papers on application of GAAP requirements
- Initial Public Offering Assistance
- Preparation or review of MD&As
- Assistance in responding to SEC comment letters
- Revenue Restatement Assistance
- Fair Value Accounting
- Testing for Asset Impairment
- Accounting for Stock-Based Compensation
- IFRS – International Financial Reporting Standards










































