Services
Seven integrated practice areas: advisory, accounting, bookkeeping supervision, controller support, construction analytics, domestic tax, and international tax, delivered as one coordinated engagement.
Strategic and Tax
Accounting Operations
Three tiers of accounting support, scaled to where your business actually is: full-service accounting if you have no team, controller support if you have basic books, supervision if you have a bookkeeper who needs senior review.
Compare
Both services strengthen your accounting function, but at different depths. Use this guide to choose the right level of engagement for your current stage.
For companies with a bookkeeper who needs senior review and GAAP oversight.
For companies that need someone to own the close, controls, and audit readiness.
Review and validate your bookkeeper's close work, reconciliations, and entries. Catch errors before they compound.
Own the entire close process from journal entries to final statements. Set the calendar and enforce deadlines.
Correct misclassifications, convert cash basis to accrual where needed, and enforce consistent chart of accounts usage.
Full GAAP compliance, technical accounting memos, ASC implementation, and complex accrual management.
Clean monthly statements, KPI dashboards, and investor-grade reporting packages.
Variance analysis, board-ready reporting, management reporting packs, and trend analysis.
Organize workpapers, document reconciliations, and prepare supporting schedules for your audit team.
Lead audit coordination, respond to PBC requests, manage auditor relationships, and represent your finance function.
Review deferred revenue schedules and ensure contract milestones align with recognized revenue.
Design and implement ASC 606 policy, build revenue models, and handle multi-element arrangements.
Supervise in-house or outsourced bookkeepers. Quality assurance and direct communication with your accounting team.
Lead the accounting function. Hire, train, and manage bookkeepers. Establish internal controls and segregation of duties.
Monthly close checklists, process documentation, and standard operating procedures for your bookkeeper to follow.
Policy creation, internal control frameworks, procedure manuals, and compliance documentation.
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