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          Private Equity Backed Energy Services

          Service Type: Post Merger Integration Project: Post-Acquisition…

          NASDAQ-Listed Specialty Refining Company

          Context: We were hired to evaluate the…

          PE Portfolio Companies

          Service Type: Valuation Project: Consolidation Context: Management…

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Numerous Clients Across Varying Industries

Service Type: Compilations / Booking Project: Bookkeeping and Tax Return Preparation and Filing Context: Our clients requested both bookkeeping and tax services to maintain compliance. Approach & Results: We manage numerous bookkeeping and tax clients for which we execute and maintain their … [Read more...] about Numerous Clients Across Varying Industries

Publicly Traded Field Services Company

Service Type: Accounting Project: Accounting and bookkeeping services Context: Our client needed urgent bookkeeping and general accounting services due to their bookkeeper’s sudden departure. Approach & Results: We reviewed their QuickBooks system, learned their processes and quickly … [Read more...] about Publicly Traded Field Services Company

Chemical Manufacturing Company

Service Type: CAO / Controller Services Project: Inventory Management Services Context: Our client needed assistance evaluating their production costing method and inventory management controls. Approach & Results: We helped design production costing for each product and updated cost rates. … [Read more...] about Chemical Manufacturing Company

Oil and Gas Manufacturing Company

Service Type: Income Tax Services Project: Property Tax Accrual Review Context: Our client needed a review of their property tax accrual to determine if the estimate was reasonable and recorded in the proper period. Approach & Results: Using the appropriate appraisal district website, we … [Read more...] about Oil and Gas Manufacturing Company

Oil and Gas Manufacturer

Service Type: Technical Accounting Project: Accounting Function Review Context: Our client needed a review of their financial records to prepare for valuation services for an investor buyout. Approach & Results: We performed detailed account reconciliations and identified adjustments. … [Read more...] about Oil and Gas Manufacturer

Merchandising Company

Service Type: CAO / Controller Services Project: Financial Close Process Improvement Context: Our client needed assistance understanding the process and relationship between subledger account reconciliations and the trial balance. Approach & Results: We trained the accountant to … [Read more...] about Merchandising Company

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Recent Posts

  • Cryptocurrency? A Commodity or a Security – and why that makes all the difference!
  • How Enterprise Risk Management paints a fuller picture and ensures a strong and stable future.
  • Senior Accountant – Assurance and Auditing
  • Guiding our thriving eSports client through their IPO as primary auditor
  • Reconfiguring VaR for more responsive, up-to-date risk evaluation

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