Due diligence
Buy-side or sell-side support, with clean schedules and answers ready before the other side asks.
Strategic advisory for the moments that matter.
An acquisition, a new ERP, a first audit, or a raise. These are the moments when one wrong number gets expensive. We bring hands-on experience from the controller's and finance leader's seat, so the project stays on track.
What we help withM&A M&A Systems Planning Technical Technical Audit Structure
Focused projects, done right the first time.
Purchase accounting & integration
Opening balance sheets, purchase price allocation support under ASC 805, and acquired books brought into yours.
ERP selection & migration
Choosing and moving to QuickBooks, NetSuite, or Business Central without losing your history.
Financial models & scenarios
Three-statement models that show what happens if you hire, raise, or expand.
Revenue recognition (ASC 606)
Contracts reviewed and revenue policies set up so your numbers hold up to an audit.
Lease accounting (ASC 842)
Leases identified, measured, and recorded correctly, with the schedules to support them.
Audit readiness
Schedules, controls, and documentation prepared for a first financial statement audit.
Multi-entity consolidation
Intercompany accounting, foreign currency, and consolidated reporting across entities and countries.
Experience behind the work
Practical, because we've done it from the inside.
Our founder has led acquisition integrations and purchase accounting, moved companies between ERP systems, built multi-entity consolidations across several countries, and prepared companies for audits as a corporate controller. That operating experience is what we bring to your project.
A scoping call
We learn what's driving the project, the deadline, and who else is involved.
A written scope and fixed fee
You see exactly what's included and what it costs before any work begins.
Regular progress updates
Short, clear updates so you always know where the project stands.
A clean handoff
Documentation your team can rely on long after the project ends.
Projects from $1,500
Fixed project fees, quoted up front.
Most advisory work is quoted as a fixed project fee, agreed in writing before any work begins. We'll share typical starting prices when we scope your project.
Have a deal, a system change, or an audit on the horizon? Let's talk it through before the clock starts.