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Meeting

Services

Internal Audit and Sarbanes-Oxley Compliance

  • Internal audit co-sourcing / outsourcing

  • SOX 404 co-sourcing / outsourcing

  • Risk and fraud assessments

  • IT audit services

  • Business process and internal control design and implementation

  • Internal control gap analysis

  • Process review and re-engineering

  • Start-up and pre-IPO readiness

  • Develop whistleblower & Code of Conduct policies

  • Internal control training

  • Peak resource support

Accounting and Finance 

  • Accounting support, including accounts payable, accounts receivable, general ledger, cost accounting and fixed asset accounting

  • Controllership responsibilities

  • Technical accounting, including preparation of accounting memos

  • Stock administration and accounting

  • Financial planning and analysis

  • Staff development and training

  • Peak resource support

SEC and Financial Reporting

  • SEC form filings, including 10-Qs, 10-Ks and other filings

  • Form 4 support

  • IPO readiness

  • Technical accounting 

  • Disclosure benchmarks

  • Adoption of recently issued accounting pronouncements

  • Training

Project Management and System Implementations

  • Project management for system implementations - ERP and other software applications (e.g. Concur, ADP, SAP, Oracle, Syteline)

  • Project management for automation or integration projects (e.g. system integrations; workflows; reporting; etc.)

  • Project management for new business processes

  • Develop end user collateral and training for roll-out of system and other implementations

Private Company and Start-up Services

  • Set-up and maintenance of accounting applications

  • Develop reporting packages 

  • Assist with recruiting and training accounting & finance personnel

  • Develop business processes and internal controls 

  • IPO readiness

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