Audit Readiness & Financial Statement Preparation

Audits: You don't even want to hear the word. But they come for you anyway, and preparing to tackle them is complicated, time-consuming, and high pressure. The right partner makes all the difference.

Our experts understand the audit process: the nuances of turning data into financial statements and the urgency of responding to all those pesky auditor requests. With a knack for efficiency, we ensure tasks and delivery dates are on track, while keeping budgets down and minimizing timeline. And we don’t just tackle a first year audit with seamless execution. We lay the foundation for efficient and successful audits to come—year after year after year.

PAIN POINT

Lack of in-house expertise and limited resources to support your audit.

What Accordion brings:

Turn data into statements.

Develop comprehensive and accurate financial statements from raw data, with footnotes including disclosure checklists.

Handle all documentation.

Draft, review, and finalize all documentation, including reconciliations, PBC-related schedules and support, follow up requests, and footnote support.

Tackle technical whitepapers.

Draft and finalize all technical whitepapers and associated journal entries, support, and special disclosures.

PAIN POINT

Delay in providing materials to auditors, leading to increase costs, delayed issuance dates, and broken compliance covenants.

What Accordion brings:

Oversee auditor relationship.

Manage overall auditor relationship and end to end timeline.

Manage PBC list.

Manage all assignments, due dates, and follow up requests.

Facilitate communication.

Lead auditor communication, including establishing proper cadence of check-ins internally and with audit team.

Proactively avoid challenges.

Address any emerging bottlenecks.

PAIN POINT

Inconsistent year over year delivery of the audit, lack of readiness, and control deficiencies.

What Accordion brings:

Get rid of deficiencies.

Identify and remediate deficiencies permanently.

Create repeatable processes.

Streamline processes to be replicated in the future.

Optimize for compliance.

Optimize systems to ensure compliance.

Implement controls.

Alleviate material weakness and significant deficiencies.

Building services co. needs to build a better audit process

You’re a building services company and have an upcoming audit. While your revenues have more than tripled in the last two years, you have not focused on acquisition integration. As a result, you have more than 25 entities using several different ERPs. You’re struggling with the adequacy of supporting documentation, availability of technical analysis and position papers, and resources to support the...

CLIENT STORY

Business services co. needs an audit readiness service tune-up

You’re a business services company that’s dealing with significant delays in completing your annual Financial Statement Audit. You’re struggling to provide auditors with the necessary supporting documentation for the Purchase Price Accounting adjustments related to your recently acquired businesses, as well as the tax provisions for various reporting periods. You need help getting everything in order.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

Meet a few
of our experts.

Pamela Stern

Senior Managing Director, Head of Commercial Excellence

Pamela is a Senior Managing Director and Head of Commercial Excellence at Accordion. She has two decades of experience stemming from roles at the Big 4, private equity, public and privately held companies. A certified public accountant, Pamela provides execution leadership and project execution for merger integration, business process improvement, financial close acceleration, and visibility reporting.

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Amit Sinha

Managing Director

Amit is a Managing Director with more than two decades of advisory, accounting, and performance improvement experience with clients across a variety of different industries.

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Ayla Queiroga

Managing Director

Ayla is a Managing Director with over a decade of experience in advisory, accounting, and transaction execution. She partners with C-Suite and other senior leaders to drive value through the finance function and has experience in a variety of sectors including Consumer Products, Manufacturing, Technology, Retail Services, Health Care, Financial Services, and Media.

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Ready to get stuff done? Let’s talk.

We can tell you about us, but we want to hear about you. Tell us what's holding you back from building the future state of your organization.

Audit Readiness & Financial Statement Preparation

Lack of in-house expertise and limited resources to support your audit.

Delay in providing materials to auditors, leading to increase costs, delayed issuance dates, and broken compliance covenants.

Inconsistent year over year delivery of the audit, lack of readiness, and control deficiencies.

Building services co. needs to build a better audit process

Business services co. needs an audit readiness service tune-up​

Meet a fewof our experts.

Ready to get stuff done? Let’s talk.

Business services co. needs an audit readiness service tune-up

Meet a few
of our experts.