Services, Solutions & Industries

Fractional CFO | Financial Leadership | SEC Reporting Expert

We deliver fractional CFO and financial management services. From reporting and compliance to back-office support, we streamline operations, improve processes, and enhance visibility—providing strategic insight, technical expertise, and scalable solutions tailored to meet the evolving operational needs of your business.

Financial Audit Preparation & SEC Financial Reporting

We help companies get audit-ready and maintain full SEC compliance. From GAAP financials to 10-Ks, 10-Qs, Reg A filings, and S-1 registration statements, we produce accurate, well-documented workpapers and clear financials that withstand auditor scrutiny and support timely, compliant reporting.

Technical Accounting Memos

Auditors expect clear, well-supported accounting positions—and that’s exactly what we deliver. We prepare thorough memos that break down complex accounting issues and align with the latest U.S. GAAP guidance. Whether it’s revenue recognition, leases, income taxes, or capital structure, we make sure every position is documented, defensible, and audit-ready.

Mergers & Acquisitions

We provide strategic and operational due diligence to support acquisition decisions. From evaluating financial records and building pro formas to overseeing valuation, we deliver clear, objective insights that help you assess risk, understand value, and execute transactions with confidence.

Capitalization & Dilution Tables

Clear, accurate cap tables are essential for S-1 filings, IPO readiness, and investor transparency. We prepare detailed capitalization and dilution schedules that align with SEC requirements, ensuring your equity story is well-documented, defensible, and ready for auditors, bankers, and investors.

Budgeting for Clarity, Built for Growth

We build dynamic, easy-to-own budgets and multi-scenario pro forma models designed for clarity and scalability. Whether you're planning growth or acquiring a private company, we deliver strategic financial tools that support smart decisions and seamless handoff to your internal team.

Accounting & Bookkeeping Services

A full range of cost-effective accounting and bookkeeping solutions is available to streamline operations, improve reporting accuracy, and reduce internal burden. Services are customized to meet the evolving needs of both private and public companies.

International Companies Operating in the U.S.

We help foreign companies navigate U.S. capital markets with confidence—handling GAAP conversions, SEC filings, and audit prep with precision. Whether it’s your first audit or a planned listing, we know the rules, the regulators, and the road ahead.