The Foundation: Audit-Ready Technical Accounting

You cannot automate flawed accounting. Before I scale your systems, I lock down the math.

When transaction volume spikes, venture-backed startups and enterprise finance teams often hit a wall. Big 4 auditors start flagging manual errors, revenue recognition schedules break, and the path to an IPO or acquisition gets delayed by compliance risks.

I bring over 20+ years of technical accounting experience to ensure your foundation is bulletproof.

Core Capabilities​

• M&A & Complex Transactions: Restructuring, carve-outs, debt/equity financings, and derivatives. I handle the non-routine transactions that traditional accounting teams do not have the bandwidth to solve.
• SEC Reporting & IPO Readiness: Flawless preparation of 10-K, 10-Q, and Form S-1 filings. I build the technical memos that get Big 4 audit partners to sign off without friction.
• ASC 606 & ASC 842 Implementation: I translate complex, multi-element SaaS and enterprise contracts into pristine, compliant revenue and lease schedules.
• Audit Defense: Stop playing defense with your auditors. I proactively architect your risk-management policies and SOX 404 controls so your year-end audit is a non-event.