Together we’ll create opportunities

Count on our experienced consultants to help you with large-scale projects, workflow demands, or a vital interim financial role. We can free your hands so you can get back to the business of doing business. 

We’re committed to addressing what matters most to you:

• Executing transformational projects
• Managing personnel or business changes
• Filling full-time, interim roles with experienced professionals
• Navigating and complying with complex regulations and reporting requirements
• Assessing or implementing a strong internal control environment
• Accessing timely, reliable financial information to make critical decisions
• Improving clarity in financial reporting
• Obtaining financial leadership through key business changes (e.g., IPO, business integration, new systems, and growth)
• Meeting the peak demands of your finance, accounting, and audit teams

Experience our client-focused approach

Our professionals are former CFOs, controllers, auditors, and managers, so we can serve in interim roles or oversee projects without any hand-holding. With years of accounting, audit, technology, and business leadership experience, our CPAs, project management professionals, certified internal auditors, and other certified professionals can work right alongside you.

Our Consulting and Accounting Solutions Team (CAST) serves public, private, and nonprofit entities, providing you with the assistance you need to help strengthen financial outcomes and boost productivity. So, whether you’re an established organization or an emerging business, we can be a resource to help fill a gap, tackle critical projects, and navigate changing reporting regulations.

Consulting and accounting services

Project management

• Global transformation
• Operational risk
• System integration

Finance and accounting

• Account analysis and reconciliation
• Acquisition integration and divestiture-related transitions
• Budgeting, forecasting, and financial analysis
• CECL modeling and accounting
• Business Opportunity Assessment
• Financial reporting assistance
• General accounting and interim leadership roles (e.g. consulting CFOs and controllers, financial analysts, SEC reporting managers, accounting managers)
• Implementing the new revenue recognition and lease accounting standards (including accounting, financial reporting, and internal controls)
• Transition to shared services

SEC reporting and accounting research

• 10-K and 10-Q preparation
• Analysis and implementation of accounting standards (including revenue recognition and leases)
• Analysis and documentation of new or unusual transactions
• Policy and manual development
• U.S. GAAP / IFRS convergence monitoring and analysis
• S-1 and S-4 preparation

Internal audit, SOX, risk management, and compliance

• Information technology (IT) general controls audits
• Internal audit outsourcing and co-sourcing
• Sarbanes-Oxley (SOX 404) compliance and consulting
• Quality assurance review (QAR)

Technology

• Cybersecurity
• GDPR data impact assessment
• IT project management
• IT strategic planning, budgeting, and forecasting
• System selection and conversion assistance
• Telecom management services

Tax compliance

• Interim corporate tax roles
• International tax
• Outsourcing of tax provisions
• Sales tax compliance and reporting