Audit Readiness and Technical Accounting
Senior-Level Technical Accounting Support When Audits Stall or Risk Escalates
We help growing businesses prepare financial statements, technical accounting analyses, and documentation that stand up to auditor scrutiny.
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Our work is most often engaged when companies face increasing audit complexity but lack the internal technical accounting leadership to resolve valuation, GAAP, tax, and disclosure issues efficiently and correctly.
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Whether an audit is occurring for the first time or has been ongoing for years, we step in to take ownership of the technical accounting workstream and help move the process forward.
What Audit Readiness Really Means
It means:
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Identifying technical accounting issues before they delay the audit
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Preparing defensible analyses and documentation
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Anticipating auditor questions
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Coordinating work across valuation, tax, and financial reporting
Companies often have capable accounting staff handling daily operations, but audits stall when complex issues arise that require judgment, experience, and technical depth.
That is where our role begins.
When Companies Call Us
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We are typically engaged when:
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A company is preparing for its first audit or significant audit expansion
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An existing audit is dragging on or repeatedly reopening issues
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There is no CFO or technical accounting leader in place
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Auditors are requesting GAAP memos, valuation support, or additional disclosures
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Internal teams are overwhelmed by simultaneous accounting requirements​​
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These situations rarely involve a single issue.
They usually require coordinated technical leadership across multiple disciplines.
What We Do
We provide hands-on technical accounting support across the areas auditors focus on most heavily, including:
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GAAP position analysis and documentation
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Footnotes and disclosures for audited financial statements
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Valuations required under U.S. GAAP, including business combinations, financial instruments, and equity-based compensation
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Income tax provisions, estimates, and deferred tax analysis
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Lease accounting implementation and remediation (ASC 842)
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Debt analysis, classification, and covenant considerations
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Preparation of technical accounting memos required by auditors
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Direct audit support and coordination through final issuance
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Our role is not advisory in the abstract.
We prepare the work product auditors rely on.
A Typical Engagement
While every company is different, most engagements follow a clear pattern:
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Initial assessment of audit and reporting challenges
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Identification of technical gaps across GAAP, valuation, tax, and disclosures
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Preparation of analyses, memos, and schedules
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Coordination with auditors to resolve open items
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Completion of audit-ready financial statements
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In many cases, our work also supports the transition to a stronger internal finance function over time.
Valuation and tax accounting issues are often addressed as part of our Audit Readiness & Technical Accounting services
