Accounting consulting solutions that will lead your organization down the right path.

Our national client base, from startups to Fortune 500s, engage us to develop and execute accounting processes, prepare for audits, address valuation needs and meet SEC obligations. We are a CPA firm, not a staffing agency, and our full-time consultants utilize proprietary tools, templates and methodologies to deliver cost effective solutions.

Lead your organization down the right path.

What We Do

Our Services

SEC Compliance (10-K/10-Q Preparation and SOX Evaluations)

Our structured processes and vast database of resources provide efficient and effective solutions to SEC compliance.

Business Valuation

We have the proven capabilities to provide valuation consulting that will meet the requirements of your auditors and the SEC.

Pre-Audit and Financial Reporting

We assist our clients with identifying potential areas of concern, preparing audit support schedules, drafting financial statements and footnotes, and addressing technical issues.

Accounting Projects & Controllership Services

We provide flexibility and scalability to the accounting departments of organizations we serve.

SEC Compliance (10-K/10-Q Preparation and SOX Evaluations)

SEC filings can turn an organization’s attention away from activities important to strategic objectives. By outsourcing the process to us, our clients can focus on operations and know their SEC compliance is being handled timely and accurately. We also specialize in the evaluation of internal controls under SOX 404(a). Our structured processes and vast database of resources provide efficient and effective solutions to SEC compliance.

Business Valuation

Whether a public filer, portfolio company with a private equity sponsor or a start-up with venture capital financing, we have the proven capabilities to provide valuation consulting that will meet the requirements of your auditors and the SEC. Our work product will be what you need to make the right decisions, meet filing requirements and avoid costly delays.

Pre-Audit and Financial Reporting

We assist our clients with identifying potential areas of concern, preparing audit support schedules, drafting financial statements and footnotes, and addressing technical issues. Auditors cannot help due to independence reasons, and we are regularly called in to help fill the gaps needed to get the audit done. We have found the most effective consultants are those that have served as both the auditor and the client, and we employ experienced individuals with a mix of public and industry experience.

Accounting Projects & Controllership Services

We provide flexibility and scalability to the accounting departments of organizations we serve. Sometimes special projects or turnover can overwhelm even the best accounting team. Other businesses seek to fill a gap on a more permanent or ongoing basis. Whatever the need, we can utilize our talents and extensive experience to find a cost-effective solution to meet your business needs.

We employ only experienced Big Four and national firm CPAs, controllers and technical experts. Our reputation for excellence and execution are the reason why we are regularly referred in by leading CPA firms across the country.

Who We've Helped