Services

Bank Advisory

Bank Accounting & Regulatory Reporting
Regulatory Compliance & Risk Management
Model Validations
Internal Audit Support

Accounting Advisory

Financial Reporting
SEC Reporting
Technical Accounting
Accounting Policy
Interim Controller / CFO

Transaction Advisory

Initial Public Offerings (IPO)
Mergers and Acquisitions (M&A)
Capital Markets Transactions
Independent Business Review (IBR)

Audit Prep Support

External Audit Prep
SOX Compliance
Internal Audit Sourcing / Co-sourcing

Audit Firm Support

Professional Practice / National Office Services
Technical Accounting Memo Quality Review
Audit Firm Quality Controls (Prep for the PCAOB Inspections & Remediation)

GPT-Assisted Services

GPT Outputs Validation Supports
Full-Service Research and Memo Drafting
Custom GPT Optimization