Finance and Accounting Advisory

Our Expertise

Support so you can focus on what matters

No business can thrive without sufficient accounting and financial management, but so many struggle with a lack of capacity or the necessary technical expertise to stay compliant, get timely information for decision-making, or manage special projects. Whether you’re going through post-transaction financial integration, considering an IPO, experiencing turnover, or simply have more priorities than time to address them all, we have the accounting expertise and industry experience to help you fill the gaps and move through your transition.

Our team can help you achieve your financial and accounting objectives, bring you turnkey solutions for addressing change management, or step in as an interim controller or CFO — whatever you need to meet your goals. Let us become your financial and accounting experts so you can focus on what matters most.

Expert finance and accounting support — where and when you need it

Our services are always tailored to your needs, helping you bridge gaps, address issues, and execute with excellence.

Accounting department assessment

Are your current processes and procedures getting you the right results? We’ll assess the current state of your accounting and finance activities to ensure you have reliable, timely information for decision-making.

Interim staffing solutions

When you’re between leaders, we fill the gap with the highest degree of expertise. We’ll step in as interim CFO, controller, accounting manager, senior accountant, and/or financial analyst on an interim basis.

Technical accounting, compliance, and reporting

Accounting basis conversions
Implementation of accounting standards, including ASC 606 or ASC 842
SEC filing preparation and ongoing reporting
Financial statement compilation and SSARS 21 preparation
Technical accounting analysis, documentation preparation, and assurance inquiry support

Transaction accounting

Our team will provide comprehensive accounting support as you navigate a complex transaction. From post-transaction financial integration to sell-side readiness, we’ve got you covered:

Post-transaction financial integration and reporting
Divestiture or carve-out support
Opening balance sheet preparation, recognition, and assurance inquiry support
Net working capital settlement and consultation, as well as dispute consultation
Accounting close optimization

Insights

MORE INSIGHTS

Finance professional discussing outsourced accounting services.

Outsourced accounting services: What every public sector organization needs to know

Article / 4 min read

Finance director considering outsourced accounting to address staffing shortages.

Case Studies

SEE ALL CASE STUDIES

Professionals discussing accounting solutions

July 11, 2022

Accounting department assessment

An accounting department assessment improves GAAP compliance, timeliness and accuracy of financial reporting, and the burden of the accounting team for a rapidly growing professional services company.

Case Study / 2 min read

May 01, 2019

Organization saves $200,000 and reduces risk with outsourced accounting

A thorough evaluation and revamped accounting process helps organization avoid crisis, save money, and reduce risk.

Case Study / 1 min read

May 31, 2017

Accounting and financial reporting transition

Market-leading food manufacturer overcomes critical challenges with internal controls, accounting processes, procedures, and financial reporting following large acquisition.

Case Study / 1 min read

Client Experience

A trusted advisor like no other

When clients work with us, we often become their primary trusted business advisor. Our firm takes a unified approach to client service, meaning you get the best of Plante Moran regardless of geography, and benefit from our deep experience in every industry. We seamlessly integrate with your team to help you make critical decisions, manage change, and meet every accounting and finance need.

Our clients say

With the concurrence of our private equity sponsor, the company brought in Plante Moran’s FSS team to help drive transformative changes in our financial processes to support growth and acquisitions. The Plante Moran FSS group brought best practices that allowed us to condense our monthly close time to 5 days (down from several weeks), and implement robust policies and more accurate processes for major accounting estimates. We also brought them in to help us during the post-acquisition phase of our most recent acquisition. Not only did they help integrate our newest vertical into our organization, they helped us claw-back a large portion of the purchase price through the net working capital adjustment once they discovered that the financial information reported by the Seller contained inaccuracies. They also discovered a direct violation of the purchase agreement which resulted in additional recoveries. We would absolutely use Plante Moran again for future deals.

Keith Marchiando

CFO, AP Exhaust Technologies, Inc.