Technical Accounting / SEC Reporting


As GAAP and IFRS have become increasingly complex, the costs and disruptions related to correcting a mistake have grown astronomically.

Our clients depend on us to help them get it right the first time. This is why we take the time to understand their business and tailor our services to meet their specific needs—which may range from an expert to talk with to a dedicated project team or interim Chief Accounting Officer.

Based on our clients’ specific circumstances, we apply our deep industry expertise and skills in advanced technical accounting, SEC reporting and analysis to help them understand, interpret and apply the rules.

Our team is comprised of financial accounting, SEC reporting and valuation experts, including:

  • Public company CFOs, CAOs and audit committee members
  • Audit partners from top-tier firms
  • Certified Financial Analysts

We help clients resolve a range of critical accounting and reporting issues, including:

  • Revenue recognition
  • Equity compensation (stock options, 123R, restricted stock)
  • Mergers and acquisitions / purchase accounting
  • Fair value accounting
  • Impairment testing
  • Preparation of SEC filings, including S-1, S-3, 10-K, 10-Q, 8-K
  • Restatements

We provide a complete solution that includes:

  • Analysis and documentation of relevant accounting requirements as they relate to each client’s specific facts and circumstances.
  • Analysis of the impact on our client’s business and their financial statements as a result of these requirements.
  • Preparation of accounting position papers, analytical reports and related SEC filings.
  • Coordination of activities and expectations of all interested parties, including management, auditors, tax advisors, counsel and the audit committee.