INTERIM & FRACTIONAL CFO - CAO - SEC REPORTING & TECHNICAL ACCOUNTING

Restoring stability in public-company financial reporting

I step in, take direct ownership of the SEC reporting process, and deliver the filings — during CFO transitions, restatements, audit strain, and periods of elevated filing risk.

CFO & CAO Transition
Immediate interim or fractional CFO/CAO leadership when the filing cycle cannot wait for a permanent hire.
Restatement
Multi-period restatements, SEC comment letters, and filing recovery executed with precision.
Going Concern
Audit pressure, going concern disclosures, and auditor coordination during distressed periods.
Technical Accounting Complexity
Complex U.S. GAAP analysis and technical accounting memoranda across ASC 805, 606, 718, 815, 842, 326, 350, and consolidations.

THE PRACTICE

“When a public company's reporting function breaks down, there is a very short list of people who can walk in, take ownership, and deliver. I am one of them.”

I work primarily with NYSE and NASDAQ-listed public companies navigating periods of reporting complexity, finance leadership transition, and elevated SEC filing pressure. Serving as Interim or Fractional CFO/CAO, my role is operational, not theoretical. I lead the reporting process, coordinate directly with auditors and legal counsel, manage technical accounting matters, and oversee SEC filings.

Unlike many consultants, I do not operate as a high-level advisor removed from execution. I assume direct ownership of the reporting process and stay engaged until the filings are complete, the auditors are aligned, and the reporting function is stable and predictable.

Currently serving as Fractional CFO for a NASDAQ-listed public company while advising Boards, Audit Committees, CEOs, and CFOs nationally from Atlanta, Georgia.

37+

Years of public company SEC reporting experience

0

Missed filing deadlines across all engagements

NYSE & NASDAQ

Listed company engagements

CURRENT ENGAGEMENT

Successfully filed the Q3 2025 10-Q, full year 2025 10-K with Part III, and Q1 2026 10-Q — on time and, most recently, early — following a mid-cycle CFO departure.

WHO I HELP

The situations where I add the most value

01

CFO & CAO Departures

Immediate interim reporting leadership when the filing cycle cannot wait for a permanent search to conclude.

04

Going Concern & Audit Strain

Auditor coordination, going concern disclosure management, and reporting remediation during distressed periods.

02

SEC Filing Execution & Stabilization

Direct ownership of 10-K, 10-Q, 8-K, S-1, S-4, and Super 10-K preparation, review, and filing execution.

05

SPAC & Capital Markets Transactions

S-4 preparation, Regulation S-X compliance, financial statement coordination, and SEC comment letter management through close.

Every engagement begins with a reporting function under pressure. These are the specific situations where experienced, senior, hands-on ownership makes the difference between a clean filing and a crisis.

03

Restatements & Filing Recovery

Multi-period restatements, SEC comment letter response processes, and Super 10-K filing under elevated scrutiny.

06

Technical Accounting Complexity

Complex U.S. GAAP analysis, technical accounting memoranda, and disclosure drafting across ASC 805, 606, 718, 815, 842, 326, 350, and consolidations.

REPRESENTATIVE ENGAGEMENTS

Delivered under pressure

Each engagement began with a reporting function in crisis. Each one delivered.

FRACTIONAL CFO

NASDAQ-Listed Smaller Reporting Company

CFO departure mid-reporting cycle, filing timeline at risk.

Assumed leadership of SEC reporting and technical accounting following CFO departure. Responsible for Form 10-K and 10-Q preparation, auditor coordination, technical accounting memoranda, disclosure drafting, XBRL oversight, and Audit Committee support. Stabilized the reporting process and restored filing predictability during leadership transition.

INTERIM CAO

NYSE-Listed Manufacturer — Floor & Industrial Products ($1.4B Revenue)

Senior finance leadership transition with active audit cycle and immovable filing deadlines.

Led SEC reporting and technical accounting. Maintained uninterrupted reporting cadence. No disruption to filing schedule or audit relationship.

SEC REPORTING & ADVISORY

NYSE-Listed Manufacturer — Water Infrastructure Products ($1.1B Revenue)

Reporting process under strain, timelines at risk, technical accounting backlog.

Directed SEC reporting and technical accounting operations. Reduced close timelines approximately 40% while improving audit readiness and filing predictability.

RESTATEMENT & REMEDIATION

Sonder Holdings, Inc. (NASDAQ)

Multi-period restatement required, SEC comment letters active, filing credibility at risk.

Led multi-period restatement, Super 10-K filing, and full SEC comment letter response process. Restored filing credibility under elevated audit scrutiny.

SPAC TRANSACTION SUPPORT

Consumer Products Company

Mid-execution SPAC with Regulation S-X compliance gaps and SEC comment letter pressure.

Led S-4 preparation, Reg S-X compliance, and SEC comment letter process through successful transaction close.

PRE-IPO & AUDIT READINESS

Private Healthcare Company

Company preparing for public markets with reporting infrastructure not yet built to SEC standards.

Led S-1 preparation, technical accounting, ASC 842 implementation, and audit readiness initiatives ahead of public market entry.

CORE EXPERTISE

What I own end to end

  • SEC Reporting — 10-K, 10-Q, 8-K, S-1, S-4, Super 10-K

  • Technical Accounting & Complex U.S. GAAP

  • Restatements & Filing Recovery

  • Interim CFO / CAO Leadership During Transitions

  • Audit Coordination & Audit Committee Support

  • SEC Comment Letters & Reporting Remediation

  • Going Concern & Liquidity Disclosure

  • SPAC & Capital Markets Transactions

  • AI Governance Within Financial Reporting Processes

  • XBRL Oversight & Disclosure Drafting

TECHNICAL ACCOUNTING COVERAGE

U.S. GAAP depth

Technical accounting memoranda, position papers, and complex disclosure environments across the full range of U.S. GAAP standards applicable to public company reporting.

ASC 805 — Business Combinations

ASC 606 — Revenue Recognition

ASC 718 — Stock Compensation

ASC 815 — Derivatives

ASC 842 — Leases

ASC 326 — Credit Losses

ASC 350 — Intangibles & Impairment

Consolidations

SEC Regulation S-X

SEC Regulation S-K

Warrant Classification

Going Concern Analysis

Complex Disclosure Environments

ABOUT

37 years inside the filing process

__________________________

I began my career with Coopers & Lybrand — now PricewaterhouseCoopers — and have spent the past 37 years working inside the SEC reporting function of public companies ranging from smaller reporting companies to NYSE-listed manufacturers with over $1 billion in revenue.

My practice is not advisory. I do not produce recommendations and hand them off. I step in, take ownership of the reporting process, and stay until the work is done — the filing is out, the auditors are aligned, and the reporting function is stable.

◆ Coopers & Lybrand trained — the foundation of a career built inside the reporting function, not observing it from outside.

◆ Certified Public Accountant — active license. University of Georgia, Terry College of Business (BBA and MACC).

◆ Based in Atlanta, Georgia. Serving NYSE and NASDAQ-listed public companies nationally, with remote-first engagements and travel as required.

A NOTE ON AI IN FINANCIAL REPORTING

AI tools are entering public company accounting faster than most finance teams can assess the risk

The governance, disclosure, and audit implications of AI in financial reporting are not abstract — they are immediate. I help companies implement AI tools responsibly within their reporting workflows, from the perspective of someone who has owned the filings, managed the auditors, and responded to the SEC comment letters. This is not outside advisory. It is operational experience from inside the reporting function.

GET IN TOUCH

If the situation is serious, let's talk.

____________________

If your company is navigating a CFO or CAO transition, elevated SEC filing pressure, a restatement, going concern situation, or a reporting function that needs immediate senior ownership — I am available to discuss whether I can help.

✉ Email: brian@brianbrowncpa.com

in LinkedIn: linkedin.com/in/brianbrowncpa

◆ Atlanta, Georgia — Serving Clients Nationally

All inquiries are handled with discretion.