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advisory

Expert Business Consulting Services

As part of your trusted financial services advisory team, we help you navigate complex accounting challenges.

strategic, proactive planning, and expertise

Our services include:

Implementation of US GAAP

When it comes to technical and transactional accounting, a meticulous approach is paramount. This involves comprehensive research, precise analysis, and detailed documentation.

Areas of focus include revenue recognition, credit impairment (CECL), transfers of financial assets and securitizations, mortgage servicing rights, asset impairments, interest rate derivatives, fair value measurements, equity and debt arrangements, consolidations, business combinations, stock-based compensation and leases.

Our expertise ensures accurate financial reporting in accordance with US GAAP.

SEC Reporting

Review and assist with SEC regulatory reporting of quarterly and annual reporting (Forms 10-Q and 10-K) or registration statements, including the complexities of Initial Public Offerings (IPO’s), (Forms S-1, S-3 and S-4).

Purchase Accounting

In the realm of purchase accounting, attention to detail is key. We address the intricate and judgmental aspects of acquisition-related accounting treatment. This encompasses the preparation or review of purchase accounting entries and subsequent adjustments.

Our attention to detail approach enhances the accuracy and transparency of financial statements.

Internal Reporting (Private or Public)

Review and assist senior management with internal management reporting, including operational, accounting, finance and risk management matters.

Provide regulatory reporting assistance for banks, credit unions and mortgage bankers, as well as, management and board level reporting.

Reconciliation and Schedules

Review of client prepared account reconciliations, equity and fixed asset roll forwards, and other schedules requested by the audit team as well as various testing procedures ahead of the audit team to minimize audit adjustments.

Assistance with the Audit Firms

Assist and enable effective communication with your audit firm, respond to auditor inquiries, including drafting of technical memoranda.

Assistance with the Audit Firms

Assist and enable effective communication with your audit firm, respond to auditor inquiries, including drafting of technical memoranda.

Financial Reporting

Assistance with the preparation of GAAP compliant financial statements including drafting of the primary financial footnotes, review of classification of expenses and completion of disclosure checklists required by the audit firms.

Close Process Re-Engineering

Elevate the efficiency of your accounting organization through our in-depth analysis and redesign of close process activities.

Business Process Review & Optimization

Unlock operational excellence with our proficiency in best practices and extensive experience in process design. Our services encompass data gap analysis, thorough documentation and re-engineering of data and process flows, along with a review and optimization of system architecture.

We ensure your operations are finely tuned and highly efficient.

TESTIMONIALS Our clients are family.

GET STARTED Schedule your personalized consultation today.

We are better together.