WHEN THE NEED BECOMES CLEAR
A leader leaves, the reporting deadline moves closer, or the auditors are already scheduled.
Keep critical responsibilities covered and give your team room to act.
For the people leading the workCFOs, CAOs, controllers, treasury leaders, tax leaders, and internal audit teams.
01 / 26
Fractional CFO / controllership
Put experienced finance leadership behind the decisions, reporting, and continuity your business needs during a transition or on a recurring basis.
What support can include
- Leadership coverage and decision ownership
- Close oversight, forecasting, and executive reporting
- Transition documentation and knowledge transfer
A useful first questionWhich decisions need senior ownership, and how much availability does the role require?
02 / 26
Consolidations & month-end close
Give reconciliations, entity consolidations, and the reporting calendar dedicated capacity so your team can address the backlog and recurring close together.
What support can include
- Account reconciliations and supporting schedules
- Multi-entity consolidation and intercompany support
- Close calendar, issue tracking, and handoff
A useful first questionWhich entities or close activities are behind, and when must the reporting package be ready?
03 / 26
Financial reporting: statutory, SEC, regulatory & management
Match the reporting environment with professionals who understand the schedules, documentation, and review discipline the work requires.
What support can include
- Statutory, regulatory, and management reporting support
- SEC reporting preparation and coordination
- Reporting packages and supporting documentation
A useful first questionWhich reporting requirements, entities, deadlines, and reviewers define the assignment?
04 / 26
Technical accounting
Add specialist capacity when a transaction, policy question, or reporting issue needs deeper accounting experience than the team can spare.
What support can include
- Technical research and accounting memo support
- Policy implementation and transaction analysis
- Documentation for management and auditor review
A useful first questionWhat is the accounting issue, applicable standard, and decision or deliverable required?
05 / 26
Audit & tax / SOX / IFRS / compliance / remediation & controls
Build capacity around audit readiness, tax projects, controls work, and remediation with clear responsibilities and review points.
What support can include
- Audit and tax project preparation and coordination
- SOX documentation, testing support, and remediation
- IFRS and compliance-related reporting support
A useful first questionWhich issue or deadline drives the need, and who reviews and signs off on the work?
06 / 26
IPO readiness & financial restatements
Prepare for a more demanding reporting environment or a complex correction with experienced project professionals and a coordinated work plan.
What support can include
- Reporting readiness and accounting workstreams
- Historical schedules and restatement project support
- Coordination across finance, legal, and external advisers
A useful first questionWhich readiness gaps or correction workstreams must be resolved, and by what milestone?
07 / 26
Treasury & cash management
Give cash forecasting, treasury reporting, and cash operations the attention they need when change or workload stretches the team.
What support can include
- Cash forecasting and liquidity reporting
- Treasury process and cash operations support
- Working schedules, controls, and transition notes
A useful first questionWhere do you need better cash visibility, coverage, or ownership?