• Financing is a lifeline for your business, but the accounting impacts are complex. You don’t have to navigate it alone. We are subject matter experts in the accounting for debt issuances, debt restructurings, stock issuances, and issuances of warrants and other financial instruments. Our expertise has helped hundreds of private and public companies navigate the accounting for complex financing transactions.

    As your advisor, we are not subject to audit independence requirements and can take the lead on the accounting. Our technical accounting services include reviewing agreements, performing accounting research and analysis, explaining accounting outcomes to stakeholders at your company, documenting accounting conclusions in a memorandum, and helping you discuss the accounting with your auditors.

    We provide technical accounting services to companies of all sizes and industries.

    Standards we cover:

    • US GAAP

      • ASC 260, Earnings Per Share

      • ASC 405, Liabilities

      • ASC 470, Debt

      • ASC 480, Distinguishing Liabilities from Equity

      • ASC 505, Equity

      • ASC 815-15, Embedded Derivatives

      • ASC 815-40, Contracts in Entity’s Own Equity

      • ASC 835, Interest

    • IFRS

      • IFRS 9, Financial Instruments

  • Whether you need an interim CFO or help with special projects, we are experts in business finance and operations. We can help you scale your business and set you up for long-term success.

    Services we offer:

    • Budgeting

    • Cost and margin analysis

    • Forecast preparation

    • Product line profitability

    • Cost driver activity analysis

    • Mitigating key person risk

    • Operational assessments and modeling

    • Strategic assessments and modeling

    • System implementation support

    • Process development

    • Internal control assessments

    • Financial statement and general ledger setup

    • Project support, guidance, and implementation

    Here’s to getting things done.

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