Reporting. Technical Accouting. ERP Advisory.
CPA-led support for a dependable month-end close, defensible positions, and systems that scale.
Our services
Financial Reporting & Close
This CPA-led workstream establishes a dependable month-end routine that your team runs with confidence. We design the close calendar and playbook, and produce management reporting leadership actually uses. The result is on-time, decision-ready financials with fewer surprises and clearer cash visibility. Management retains responsibility for the financial statements and internal controls; our role is advisory and hands-on support to get you there.
ERP Advisory & Transformation
We modernize the finance stack without chaos. Work starts with reporting requirements and process design, then moves to the data model and chart of accounts, selection and implementation support, testing, and training. We coordinate with implementation partners so your team ends up with a platform that matches how you run the business and accelerates the month-end close. We support clients on QuickBooks Online and Dynamics 365 Business Central and have additional experience with QAD; recommendations stay vendor-agnostic and right-sized to your needs.
Technical Accounting & Consolidations
For higher-complexity areas, we provide CPA-led analysis and documentation that hold up under audit and lender review. Typical scopes include consolidations (including non-controlling interests), equity-method investments, foreign-currency translation, and business acquisitions, including fair-value opening balance sheets, identifiable intangibles, goodwill, and contingent consideration. We translate complex standards like revenue (ASC 606) and leases (ASC 842) into plain English and align policies where US GAAP and IFRS differ, so positions are clear, defensible, and repeatable.