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Audit Readiness & Financial Statement Preparation

Expertise to Support Your Audit

You know it all too well: preparing for your year-end audit is complicated and time-consuming—not to mention high pressure. As you juggle strict deadlines and tedious documentation, stakeholders expect you to get it right. This requires deep expertise and dedicated resources. Accordion has both.

The time is now to kick-start your audit process. Accordion works hands-on alongside your finance team to alleviate the challenges that come with year-end close.

We execute:

As former auditors, we understand the ins and outs of the audit process. We're also former CFOs, controllers, and financial executives, which means we understand the nuances of turning data and raw numbers into clean, accurate, and timely financial statements.

We prepare:

We draft, review, and finalize all documentation, including reconciliations, PBC-related schedules & support, technical accounting memos, and full financials with footnotes (including disclosure checklists).

We manage:

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 while still meeting audit deadlines.

We remediate:

Our team specializes in strengthening the finance function by identifying and remediating deficiencies, streamlining processes, and optimizing systems to ensure compliance—laying the foundation for efficient and successful audits to come.

Get to know (some of) our experts.

Rich Halevy
Rich Halevy
Managing Director

Rich is a Managing 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
Senior Director

Alexander is a Senior 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

Jonathan is an Director 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

Need Support? Let's Talk.

Need Audit Support? Let's Talk.