- Significantly reduced time to close and file 5 registrants
- 5 initial SEC registrations
- Lead on 100s of S-X reports
- Comment letter responses and pre-clearances
Filing/ Reporting Assistance
- Initial drafting, technical review, quality control and compliance
- Page count reduction
- CAO/Controller outsourcing for smaller registrants
- Process improvement
- Report design and automation
IPO Preparedness
- Initial drafting, technical review, quality control and compliance
- Project management, timetable ownership
- Benchmarking to other registrants
- Post day one readiness
Gap Assessment
- Assessments of existing processes compared to “best in class” and identifying gaps
- Development of plans to bridge the gap vs. desired state
Pre-Clearance
- Initial assessment and drafting with technical review
- Process management and assistance
Comment Letter Response
- Drafting, review and overall management
- Red flag analysis
Outsourced Controllership
- Controller outsourcing for smaller companies
- Financial close to review