We partner with CFOs and finance leaders to enhance technical accounting, financial close, IPO readiness, and M&A execution while driving efficiency through digital systems, finance transformation, and process optimization. Whether you're scaling for growth or improving compliance, we help finance teams work smarter.
Expert-driven solutions for evolving financial challenges.
Technical Accounting
- Adoption of new accounting standards
- Revenue recognition
- Purchase accounting
- Fair value accounting
- Complex equity transactions
- Debt and equity financing
- Lease accounting
- SEC reporting (10-K, 10-Q)
- Audit preparation and management of external audit
- Drafting technical accounting memos
- Stock-based compensation / Carta optimization for financial reporting
- Complex digital asset transactions
- Capitalized software
- Contract costs / deferred commissions
- Current expected credit losses (CECL)
Financial Close & Reporting
- Financial close process
- Financial reporting and KPIs (board and investor reporting)
- Evaluation of system needs
- Project management of systems implementation
- Internal control design and testing
- Remediation of material weaknesses and significant deficiencies
- Risk assessment
- Key control determination
Finance Transformation & Process Improvement
- Process improvement, OTC and PTP
- Workflow optimization
- Strategic planning
- Cash flow management
- Budgeting & forecasting
- Interim CFO services
IPO Services
- Drafting technical accounting memos
- Form S-1 drafting (MD&A, financial sections)
- Internal control design & testing
- IPO project planning & management
- Quarterly financial statements & disclosures
- SEC comment letter responses
- Tie-out of S-1 document for audit support
M&A Services
- Accounting policy alignment and integration
- Carve-out financial statements
- Debt financing
- Equity financing
- M&A due diligence support
- Net debt analysis
- Net working capital & earnings analysis
- Purchase price accounting
- Quality of earnings analysis
- Sale & purchase agreement reviews
- Preparation of opening balance sheet
- Pro-forma financial statements
Valuation Services
- 409A valuations (ASC 718)
- Complex securities (ASC 820 / 815 / 825 / 470)
- Intellectual property valuations
- Crypto and Web3 valuations
- Qualified small business stock analysis
- Portfolio valuations (ASC 820)
- Intangibles and goodwill valuations (ASC 350)
- M&A valuations
- Purchase price allocations support (ASC 805)
- Gift and estate tax valuations
- Transaction opinions
Digital Solutions and Systems
- NetSuite and Rillet implementations
- NetSuite administration and custom development
- System integrations across finance and operations
- System health checks and performance assessments
- End-to-end opportunity-to-cash automation
- ASC 606 automation and compliance enablement
- Automated control implementation and ITAC audit support
- Software evaluation and technology roadmapping
- OTC (Order-to-Cash) and PTP (Procure-to-Pay) process optimization
- Implementation of NetSuite modules: ARM, FAM, SuiteBilling, Manufacturing, NetGain, ZoneBilling, and more
Accounting and Finance Client Testimonials
Success Stories from
Finance Leaders Like You
explore more success storiesFast-Tracking IPO Success:
How PCG Transformed Data and Reporting for a Seamless Public Launch
Background:
The client, a leading technology platform specializing in connecting people and pets, engaged us to help prepare for an IPO. Despite it being a slow year for IPO activity, the client’s strong growth story and solid financials made it a favorable time to go public. However, they faced several significant challenges:
- The internal team lacked the experience and bandwidth to manage the complexities of IPO preparation.
- Data was disorganized, spread across multiple systems, and required significant cleanup.
- The introduction of new auditors added an additional layer of complexity and uncertainty.
Approach:
- Collaboration and Communication: Maintained regular touchpoints with management, legal counsel, bankers, and underwriters. Key steps included:
- Revenue Automation: Streamlined the deferred revenue process and integrated revenue systems (e.g. Stripe, PayPal), building an automated solution to generate monthly deferred revenue schedules and revenue recognition in compliance with ASC 606.
- Reporting: Supported the calculation of key financial and operating metrics, ensuring a more efficient, accurate, and timely reporting process.
- Data Preparation: Prepared the company for a PCAOB uplift, ensuring accurate and compliant quarterly and annual reporting in line with regulatory standards.
- Resolved Accounting Challenges: Resolved complex technical accounting challenges by conducting thorough analyses and producing detailed, comprehensive memos.
- SEC Documentation Support: Prepared the S-1 document and lead efforts on the MD&A, results of operations, financial statements, KPIs, and supplementary sections.
Prepared SEC Comment Letter responses. - Final reconciliation: From tying out financial statements to preparing pro forma and non-GAAP information, we ensured every detail met regulatory and stakeholder expectations.
Summary of Outcomes:
- Company successfully went public on June 6, 2024
- Reduced time to close revenue from 7 days to 4 days
- Completed IPO readiness in under 6 months
- Post-IPO, we assisted with SEC reporting, implemented Workiva, and established SOX internal controls, setting the stage for ongoing compliance and operational efficiency.
- Completed subsequent SEC Reporting including 10-K and 10-Qs.
