Technical Accounting Advisory

Our Expertise

Expertise to guide you through the most technical accounting and finance challenges.
Are you racing to meet a deadline and can’t seem to get the accounting data you need? Is your financial reporting model lacking valuable intel? When it comes to accounting and finance, it can be challenging to effectively run your business and make informed decisions without the right resources, information, and guidance. Our accounting experts have been in your shoes, and will provide the technical accounting and financial expertise you need.

We’ll help you determine what’s going wrong, identify the gaps, offer recommendations, and provide a roadmap for improvement. We can assist with everything from accurate and timely reports, to mapping and validation for decision-making. We’ll also ensure compliance with accounting standards, adhere to deadlines, and strengthen processes and procedures.

Tailored expertise to support your CFO

We’ll bring you expert support when and where you need it.

Balance sheet, income statement, and cash flow statement financial projection
Projections for financial statements are an important part of building a strategy, securing financing, and assessing your company’s financial health. Our experts will help you create these projections so you can bring them to investors and use them to inform decision-making.
Budget preparation and reporting services
We’ll create detailed financial plans based on historical data and projections to align your budget with your organizational goals. We’ll also compare estimates to reality to make sure you’re on track.
Financial planning and analysis (FP&A) services
Our experts will analyze your financial data and offer forecasting and strategic insights to support resource allocation, investment decisions, and your overall financial health.
Liquidity projection preparation
We’ll help you analyze your cash flow data to project how much liquidity you’ll need for various funding requirements and ensure you’re managing cash effectively.
Transaction readiness and integration services
Is there a transaction in your future? We’ll help you prepare for mergers, acquisitions, and IPOs so you can be sure your financial systems, processes, and data are on track for a smooth transition.
Treasury management services
Do you have enough cash on hand? Are you maximizing returns on excess funds? We’ll provide cash flow forecasting, liquidity management, risk mitigation, and more to help you optimize your position.

Insights

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Client Experience

Personalized services to meet your needs

We tailor our approach, bringing the right people, processes, and technology to meet your distinct finance and accounting needs. We don’t rely on a canned approach; instead, we take the time to understand your organization and the challenges you face.

“Think of us as an extension of your team,” says Tom Risi, our risk and accounting advisory services practice leader. “We’ll fill the gaps in key functional areas, providing the expertise to support your organization’s goals.”