• Assisted an e-commerce firm in a SPAC offering though the preparation of certain sections within the Registration Statement on Form S-4, SEC comment letter responses, Reg. S-X compliant financials and technical accounting memos in the areas of business combinations, share-based compensation, variable interest entities, segments, and others.

  • Assisted $1.1B infrastructure manufacturer and distributor in preparation of quarterly SEC reporting.

  • Assisted with a healthcare company Form S-1 registration statement in the areas of technical accounting memos, ASC 842 Lease adoption, and MD&A.

  • Assisted $1.2B public company on an interim management basis as a result of the CAO departure and then later during the controller temporary leave.

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Current & Prior Clients

FreshBooks | Mueller Water Products, Inc. | Packable, LLC | Stout Risius Ross | Aveanna Healthcare Inc. | Interface, Inc. | Mohawk Industries, Inc. | SecureWorks, Inc. | Coca-Cola Enterprises, Inc. | AdCare Health Systems, Inc | AGRO Merchants Group | Dematic Corp. | HydroChem LLC

Statues and Guidance

Securities Act of 1933

Securities Exchange Act of 1934

Trust Indenture Act of 1939

Sarbanes-Oxley Act of 2002

Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010

Jumpstart Our Business Startups Act of 2012

SEC Staff Accounting Bulletins

FASB Accounting Standards Codification

Public Company Accounting Oversight Board