Business Consulting and Accounting

Senior-level accounting and controllership support for organizations facing reporting pressure, leadership transitions, staffing gaps, delayed closes, or complex accounting environments. Services include, but are not limited to, the following:

• Interim controller or senior controllership support
• Financial reporting leadership and month-end close oversight
• Balance sheet clean-up and account reconciliation support
• Financial statement preparation and reporting package development
• Controller/CFO support during staffing transitions or periods of accelerated deadlines
• Support for organizations facing delayed closes, reporting backlogs, balance sheet issues, or financial statement readiness challenges
• Higher education and nonprofit financial reporting support, including HBCU finance remediation

Technical accounting and reporting support for public companies, pre-IPO companies, transaction-driven environments, restructurings, and organizations facing complex accounting, reporting, and regulatory matters. Services include, but are not limited to, the following:

• SEC reporting support for Forms 10-K, 10-Q, 8-K, S-1, and related disclosure processes
• Pre-IPO reporting readiness, S-1 preparation, and public company transition support
• Technical accounting research, accounting position papers, and accounting policy development
• Revenue recognition (ASC 606), lease accounting (ASC 842), stock compensation (ASC 718), and other complex accounting standard implementation support
• Business combinations and acquisition accounting under ASC 805, including purchase accounting, divestitures, carve-outs, and M&A integration support
• Complex debt, equity, and financial instrument accounting, including convertible instruments, warrants, derivatives, and restructuring-related transactions
• Pension and postretirement benefit accounting support, including ASC 715 reporting considerations
• Bankruptcy and fresh-start accounting support under ASC 852
• Foreign private issuer to domestic issuer reporting transition support, where applicable
• Complex accounting and financial statement presentation matters, including consolidations, VIEs, sale-leasebacks, impairments, cash flow classification, EPS, segment reporting, disclosures, and new accounting standards
• Financial reporting remediation, audit readiness, and support for organizations addressing material weaknesses, reporting delays, or finance transformation initiatives

Practical internal control, audit readiness, and remediation support for organizations preparing for audits, strengthening control environments, or responding to control deficiencies and reporting issues. Services include, but are not limited to, the following:

• SOX/ICFR documentation, control design, and process walkthroughs
• Internal control gap assessments and remediation support
• Audit readiness planning and external audit coordination
• Financial reporting remediation and audit issue resolution
• Process narratives, control matrices, and workflow documentation
• Remediation support for control deficiencies, significant deficiencies, material weaknesses, delayed audits, open audit items, and financial statement preparation challenges
• Review and strengthening of close, reconciliation, journal entry, and reporting controls

Hands-on process improvement and finance transformation support to help organizations move from reactive reporting to a more reliable, repeatable, and well-documented finance function. Services include, but are not limited to, the following:

• Monthly close process improvement and close calendar development
• Finance process documentation and desktop procedure development
• Workflow mapping, role clarification, and control point identification
• Reporting package development and management reporting improvement
• Chart of accounts rationalization and account mapping support
• System implementation support from a finance/accounting process perspective
• Finance function stabilization following turnover, restructuring, system change, or rapid growth
• Practical recommendations to improve consistency, accountability, and reporting reliability