Services
Audit Preparation & SEC Compliance
Audit-ready books. SOX-ready processes. Pre-IPO infrastructure.
First audits are painful. They don't have to be. We prepare clients for their first Big Four audit, manage the auditor relationship, and build the controls infrastructure pre-IPO companies will need.
What we do
What we do
- First audit preparation
- PBC (Prepared By Client) list management, technical accounting memos, revenue recognition documentation, equity compensation schedules.
- Auditor management
- We serve as the day-to-day point of contact with your audit firm. Fewer interruptions for your team. Faster cycle times.
- SOX readiness
- Process documentation, control design, segregation of duties, IT general controls. Built well before your S-1 filing.
- Technical accounting
- ASC 606 (revenue), ASC 842 (leases), ASC 718 (stock comp), and other technical positions documented and defensible.
- SEC reporting prep
- For companies on an IPO trajectory: 10-K/10-Q template development, MD&A drafting support, segment reporting design.
When founders hire us
Signals it's time
- Your investors are requiring an audit and you've never been through one
- You're 12–24 months from a potential IPO and need to start building the muscle
- You've received an SEC comment letter or need help responding to one
- Your auditor keeps asking for things and you don't have time to manage them
Audits, handled.
Whether it's your first audit or your last one before going public, we run the process so your team can keep building.