When Companies Call Us
Most of our clients already have:
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A history of audits or a new audit requirement
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Capable staff handling day-to-day accounting
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External auditors asking hard questions
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What they often don’t have is:
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A CFO or technical accounting leader who has the time or experience to address complex GAAP issues
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Clear documentation that satisfies auditors
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The internal bandwidth to resolve valuation, tax, and disclosure requirements simultaneously
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That’s where we come in.
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What We Actually Do
Our engagements often begin with a single issue and expand as audit-critical gaps become visible. This is normal when companies lack dedicated technical accounting leadership.
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We step in to take ownership of the technical accounting workstream and resolve the issues that auditors focus on, including:
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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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GAAP position memos required by auditors
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Direct audit support through final issuance
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Clients don’t hire us for a single calculation.
They hire us to reduce risk and get their financial statements across the finish line.
Experience That Auditors Respect
With more than 30 years of experience across tax, valuation, audit, and consulting, we understand how auditors think, what they require, and how issues escalate when documentation is weak or incomplete.
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That perspective allows us to:
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Anticipate audit questions before they are asked
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Prepare workpapers and memos that stand up to scrutiny
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Reduce rework, delays, and costly back-and-forth
Our goal is not to “push” accounting positions.
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Our goal is to get to the right answer and support it properly.
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 required 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 some cases, our work also supports the transition to a stronger internal finance function over time.
Who We Are a Good Fit For
We work best with:
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Growing businesses facing increasing audit and reporting complexity
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Companies without a CFO—or with a CFO stretched beyond capacity
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Owners and boards who want issues resolved correctly, not temporarily patched
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Audit firms that need reliable, technically sound support
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We are not a volume compliance firm.
We are brought in when accuracy, judgment, and experience matter.
If your audit is dragging on, your finance team is overwhelmed, or technical accounting issues are slowing progress, an initial conversation can quickly determine whether we can help.
Let's Talk
Contact Us
4440 PGA Boulevard, Suite 600
Palm Beach Gardens, FL 33410
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Main Office: (561) 429-6225
Fax : (561) 282-3444
