Private Equity & Portfolio Companies
Private equity-backed and investor-owned businesses frequently need stronger financial reporting and accounting oversight as they grow, complete acquisitions or respond to increased reporting requirements.
We provide flexible CPA and financial advisory support to private equity investors, portfolio companies and closely held businesses undergoing transition.
Services include:
- Portfolio company accounting oversight
- Post-acquisition accounting review and cleanup
- Multi-entity accounting
- Consolidated financial reporting
- Management and investor reporting
- Financial statement preparation
- Tax compliance and planning
- Cash-flow forecasting
- Accounting system evaluation
- Internal control review
- Transaction support
- Virtual CFO services
Our boutique structure allows us to work closely with management and investors while providing experienced financial oversight without the cost of building a larger internal finance department.