Technical Accounting Consulting

Insight You Can Trust

Complex business transactions can present remarkable opportunities. They also require specialized skills beyond basic accounting that your full-time employees or bookkeepers may not have. Our experienced professionals can help you navigate the labyrinth of financial reporting, risk management, and other transaction-related accounting challenges that are necessary to forge the path ahead.

Who’s Affected

Public and private companies can often benefit from technical accounting consulting if they’re involved with a transaction or undergoing significant internal transformation. Your engagement team can help with everything from preparing compliant financial statements for an initial public offering to properly recording a business combination resulting from a merger or acquisition.

How It Benefits You

Improve your bottom-line results from your next transaction or major internal transformation as you preemptively address financial risks and steer clear of obstacles that could block the path to your organization’s goals.

The Challenges You Face

You might face challenges such as:

  • Recent mergers and acquisitions
  • Divestitures and carve-outs
  • New contracts
  • New accounting standards
  • Changes to the business
  • Reinstatements
  • Loss of finance personnel

How We Serve You

Your dedicated engagement team is here to serve your needs now and scale as your business grows.

We offer reliable and economical options, such as:

Consulting on New Accounting Standards, Including the New Revenue and Lease Standards

Developing Technical Memos (Whitepapers)

Assisting with Registration Statements

Providing Financial Statement and Audit Support

Providing IPO Readiness Assessments

Assisting with Internal Control over Financial Reporting (ICFR)

Providing Business Advisors to Executives and Audit Committees

  • Advising on accounting and reporting implications of business transactions
  • Advising on SEC rules and regulations, hot buttons, and recent developments
  • Navigating through restatements, corrections of errors, and changes in estimates
  • Assisting with accounting error restatements
  • Helping to bridge the gap while managing auditors and valuation specialists

Supporting Financial Statements and Audits

  • Drafting financial statements and disclosures
  • Preparing for audits and providing support throughout the external audit process
  • Assisting companies through the initial public offering (IPO) process, including drafting financial statements and management’s discussion and analysis of financial condition and results of operations
  • Assisting management with preparation of financial statements, registration statements, and other SEC filings
  • Addressing relevant accounting and disclosure topics, such as revenue recognition, acquisitions, and restructuring
  • Assisting with International Financial Reporting Standards (IFRS) and US generally accepted accounting principles (GAAP) conversions

Supporting Business Combinations

  • Advising on SEC rules for significant acquisitions
  • Evaluating business versus asset acquisitions
  • Determining purchase price allocation
  • Assisting with reverse mergers and recapitalizations
  • Assisting with spin-offs, carve-outs, and acquired-entity financial statements

Implementing New Accounting Rules

  • Assisting with implementation of ASC Topic 606, Revenue from Contracts with Customers
  • Developing or evaluating revenue recognition policies
  • Assisting with implementation of the new lease standard, ASC Topic 842
  • Helping with new financial instruments guidance on credit losses, ASC Topic 326
  • Advising on various aspects of revenue and leasing accounting under existing accounting standards

Evaluating Equity and Liability Instruments

  • Assessing regular and convertible debt and bridge loans
  • Assessing convertible and redeemable preferred stock
  • Advising on warrants, call-and-put options, and other complex instruments
  • Assisting with embedded derivatives and hedge accounting
  • Evaluating extinguishment versus modification accounting

Assisting with Other Complex Accounting Issues

  • Helping with stock option modifications, performance, market awards, and non-employee grants
  • Assisting with technical memos, whitepapers, and calculations for stock-based compensation arrangements
  • Assisting with disclosures for stock-based compensation arrangements
  • Analyzing consolidation accounting, including variable interest-entity analysis
  • Assisting with accounting for financial instruments
  • Assisting with impairment analysis for goodwill, intangible assets, and other long-lived assets
  • Helping determine and document segments

Primary Contact