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Audit Readiness & Financial Statement Preparation

Prepared & Ready

Accordion harnesses its exclusive focus on private equity to support and empower PE-backed finance teams as they ready for audit season and prepare financial statements.


Our team of execution-oriented operators helps management navigate the complex practices that govern the preparation of financial statements and address the challenges that come with year-end close.

Accordion Executes:

As former CFOs, Controllers, and financial executives, we understand the nuances of turning data and raw numbers into clean, accurate, and timely financial statements.

Accordion Prepares:

From bank to balance sheet reconciliations, PBC-related schedules and support, to full four-statement financials with footnotes (including disclosure checklists), we draft, review, and finalize.

Accordion Manages:

We manage the PBC list and auditors, assign and coordinate issue ownership, lead auditor communications, and address emerging bottlenecks to keep tasks and delivery dates on track, enabling the finance team to stay focused on their daily operations and strategic priorities.

Accordion Remediates:

Our team specializes in strengthening the finance function by identifying and remediating deficiencies and then streamlining processes and optimizing systems to ensure compliance.

Get to know (some of) our experts.

Rich Halevy
Rich Halevy
Senior Director

Rich is a Senior Director with three decades of leadership experience building finance organizations and partnering with leadership teams to execute strategic initiatives in companies ranging from rapidly expanding private equity-backed entities to large multi-national enterprises. Rich is differentiated by his operational experience as a CFO, with a focus on financial governance, M&A and capital raising transaction execution, and transformational business performance improvement.  Read more

Alexander Friend
Alexander Friend

Alexander is a Director with nearly a decade of experience in assurance and accounting advisory services. Alexander is a CPA who has led both audit and accounting advisory projects for companies spanning a wide variety of industries, including healthcare, construction & engineering, retail, oil & gas, and media & entertainment.  Read more

Jonathan Tasca
Jonathan Tasca
Vice President

Jonathan is an Vice President with nearly 5 years of accounting and advisory experience in both the private and public space. He specializes in assessing the Finance and Accounting function of a company and its need for improvement around structure, process, and reporting.  Read more

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