Corviniti

Identify and close accounting, audit, controls, tax, and reporting gaps to prepare for an effective S-1 and public-company requirements.

Helps companies prepare filing-ready financial information and coordinate accounting work to keep capital-markets transactions on schedule.

Builds a right-sized, audit-ready SOX program that helps finance teams address control risks and prepare for applicable reporting and attestation requirements.

Helps companies prepare audit-ready materials, resolve issues, and manage audit requests so audits stay on schedule and teams stay focused on the business.

Resolve complex accounting judgments with documented positions that help financial statements and filings stand up to auditor and regulatory review.

Provides complete, supported financial statements and disclosures that help companies prepare for audits, transactions, and SEC filings.

Gives buyers and sellers audit-grade deal numbers and transaction accounting to evaluate value, support negotiations, and manage accounting after closing.

Gain CFO-level financial leadership for cash, capital, pricing, and reporting without committing to a full-time hire.

Get a senior-led, scalable accounting function with timely reporting and audit-ready records, without building a full in-house department.

Keep accurate, current books and get reliable financial reporting, tax-ready records, and support for audits, lending, and diligence.

Helps companies manage SEC reporting requirements and prepare timely, review-ready filings and disclosures.

Builds and supports the financial half of an S-1 through review and pricing, helping issuers keep filing work organized, supported, and on schedule.

Helps foreign private issuers prepare IFRS-based financial statements and reporting support for Form F-1 and F-4 filings.

Get tax returns prepared, year-round decisions planned, and tax notices handled by a licensed CPA familiar with federal, state, and city requirements.

Keep monthly financial operations disciplined and deliver accurate, timely financial statements supported by reconciled account balances.

Connects operating models, forecasts, and reporting to help companies plan cash needs, assess margins, and make better-informed financial decisions.

Helps companies gauge IPO preparedness and identify gaps to address before filing an S-1.

IPO Readiness

Corviniti assesses the distance between a company’s current books and an effective S-1, then closes accounting and reporting gaps in the order they affect the filing. The service covers PCAOB audit uplift, S-1 financial statements, technical accounting, SOX controls, tax provision, governance and audit committee readiness, and the close process and reporting team. It supports traditional IPOs, direct listings, and SPAC transactions, with work sequenced around the target filing timeline.

• Prepare Financials For PCAOB Audit
  Prepare the financial statements and supporting accounting records required for the S-1 and address audit-readiness gaps before they affect the filing schedule.
• Identify And Prioritize Filing Gaps
  See where current reporting falls short of SEC, PCAOB, or transaction requirements and identify work to address before gaps delay the filing.
• Document Defensible Accounting Positions
  Resolve and document significant accounting judgments before filing so the positions and supporting analysis are ready for auditor review.
• Build Controls For Public-Company Requirements
  Prepare an appropriately scaled internal control environment for public-company obligations and auditor scrutiny.
• Establish A Reliable Reporting Close
  Prepare a close process and reporting team to support monthly financial reporting and filing and ongoing public-company reporting deadlines.
• Prepare The Public-Company Tax Provision
  Address tax provision work required for public-company reporting as part of the readiness process.
• Prepare Governance For The Listing
  Address governance and audit committee readiness as part of preparing the company for its public-market filing.

Capital Markets Advisory

Corviniti provides technical accounting and financial reporting support for companies raising capital, going public, and operating in public markets. The service covers IPOs, SPAC transactions, direct listings, and SEC filings, including form-specific financial statements, footnotes, schedules, MD&A, pro formas, comfort-letter support, and deal-calendar management. It coordinates accounting work around filing requirements, pricing timelines, and financial-statement staleness dates, and supports technical accounting matters such as pre-IPO stock valuation.

• Scope Registration Forms And Financial Requirements
  Aligns accounting work with the applicable filing form and its financial statement, pro forma, and audit standard requirements.
• Prepare Filing-Ready Financial Statements
  Provides the financial statements, footnotes, and schedules required for registration and transaction filings.
• Build MD&A And Pro Forma Disclosures
  Connects financial information and accounting analysis to registration statement disclosures, including MD&A and pro formas with adjustment notes.
• Coordinate Comfort Letters And Tie-Outs
  Organizes tie-outs, circle-ups, and review timing to support comfort-letter work and transaction pricing.
• Manage Filing Calendars And Staleness Dates
  Tracks filing and close milestones against financial-statement freshness requirements to align accounting work with the transaction schedule.
• Support IPOs, SPACs, And Direct Listings
  Applies capital-markets accounting and reporting support across the transaction types identified by Corviniti.
• Document Pre-IPO Stock Valuations
  Builds support for pre-IPO grant valuations and related stock-compensation accounting before filing.
• Resolve Technical Accounting And SEC Comments
  Helps companies document accounting positions and develop technical analysis for filing issues or SEC comments.

SOX & Internal Controls

Corviniti designs, documents, tests, and remediates internal control over financial reporting for public companies and companies preparing to go public. The service builds and runs a SOX program sized to company risks and finance-team capacity, addressing scoping, IT general controls, control evidence, deficiency evaluation, remediation, and applicable Section 302 and 404 obligations.

• Build A Right-Sized SOX Program
  Establishes a documented and tested ICFR program matched to company risks and team capacity.
• Focus Controls On Relevant Risks
  Maps controls to risks where a material misstatement could occur, rather than relying on an unprioritized control inventory.
• Strengthen The IT Control Foundation
  Addresses the IT environment that supports automated controls and system-generated financial reporting information.
• Validate Information Behind Key Controls
  Supports the completeness and accuracy of reports and spreadsheets used as evidence or inputs in control activities.
• Evaluate Deficiencies With Discipline
  Helps assess control issues consistently and identify when a finding may have broader implications for the control environment.
• Prepare For Applicable SOX Requirements
  Helps companies plan for disclosure-control certifications and applicable management assessment and auditor attestation requirements.
• Review SOC Reports And User Controls
  Helps identify controls a company must perform when a service organization’s processes form part of its control environment.
• Address Control Gaps
  Helps companies respond to identified deficiencies through remediation work aligned with their SOX program.

Audit Support

Corviniti helps companies prepare for and manage audits, from readiness assessment through fieldwork, issue resolution, and post-opinion needs. Work includes identifying and remediating pre-audit findings, building tied-out schedules and auditor-requested materials, documenting technical accounting positions, and managing audit requests and follow-up. Support also covers control-deficiency evaluation, restatement analysis and financial statements, and SEC comment-letter responses.

• Identify And Fix Findings Before Fieldwork
  Finds audit risks in advance and supports remediation before fieldwork begins.
• Prepare Tied-Out Schedules And Audit Evidence
  Provides organized schedules, rollforwards, and sample-ready populations prepared for auditor testing.
• Document Judgments Before Auditors Test Them
  Gives auditors a written basis for significant accounting judgments before testing.
• Track Requests And Resolve Open Issues
  Creates clear ownership and status for audit requests and coordinates resolution through the opinion date.
• Coordinate Audit Work And Support Fieldwork
  Supports the company-auditor interface and helps keep work aligned with the audit calendar.
• Assess Errors And Support Restatement Work
  Helps evaluate error significance and supports analysis, coordination, and financial statement work required for a restatement.
• Prepare Responses With Supporting Analysis
  Develops SEC response letters supported by relevant technical analysis.
• Evaluate Deficiencies And Guide Responses
  Clarifies deficiency severity and the response it may require.

Technical Accounting

Corviniti researches complex accounting questions, reaches conclusions, and documents positions in memos that auditors can test. The service focuses on judgment areas that can lead to restatements and SEC comments, including revenue recognition, leases, business combinations, stock compensation, debt-versus-equity classification, and digital asset accounting. Work is grounded in applicable accounting standards and documented for audit and regulatory review.

• Classify Complex Financial Instruments
  Get a documented analysis of instrument terms and classification requirements, supporting review of balance-sheet treatment and related accounting impacts.
• Prepare Memos Auditors Can Test
  Receive a documented accounting conclusion in a format auditors can test.
• Document Revenue Recognition Positions
  Receive a documented ASC 606 position for auditors and reviewers to test.
• Clarify Lease Accounting Treatment
  Get a documented accounting position on lease-related questions for auditor review.
• Document Business Combination Accounting
  Establish and document the accounting conclusion for a business combination for audit or transaction review.
• Support Stock Compensation Accounting
  Obtain a documented ASC 718 position for auditor and reviewer evaluation.
• Document Digital Asset Accounting
  Receive documented digital asset positions covering measurement, revenue, custody, and disclosure questions.
• Support Valuation And Impairment Judgments
  Get written support for valuation and impairment judgments for auditor review.

Financial reporting

Corviniti prepares and reviews financial statements and disclosures under US GAAP and IFRS, with the discipline of a PCAOB audit. The service includes supporting footnotes and schedules, IFRS and US GAAP conversions, multi-entity and multi-currency consolidations, SEC-grade reporting, and interim or stub-period financials. Material balances are supported by schedules that reconcile to the ledger.

• Prepare Audit-Ready Financial Statements
  Receive statements prepared or reviewed to an audit-ready standard for auditors, lenders, investors, and regulators.
• Support Balances With Reconciled Schedules
  Connect material balances to supporting schedules that reconcile to the ledger for audit testing and review.
• Build Fact-Based Disclosure Packages
  Receive footnotes and disclosures tailored to company facts, with technical disclosures addressed in the reporting package.
• Prepare Regulation S-X Reporting
  Build reporting packages around Regulation S-X requirements, including required periods, schedules, disclosure checklists, and documented technical positions.
• Reconcile Framework Differences
  Use bridge schedules to show and reconcile differences between IFRS and US GAAP.
• Consolidate Entities And Currencies
  Bring financial information together across entities and currencies with entity-level reconciliations, intercompany eliminations, and currency translation reflected in equity.
• Prepare Interim And Core Statements
  Obtain cash flow statements, equity rollforwards, and interim or stub-period financials prepared for transaction and filing requirements.
• Assess Going Concern
  Include a going concern assessment as part of financial statement reporting under US GAAP or IFRS.

M&A Advisory

Corviniti provides accounting and financial analysis for buyers and sellers throughout the deal lifecycle. Services include quality-of-earnings analysis, purchase-price and working-capital mechanics, net-debt schedules, purchase accounting, earnout classification, and carve-out financial statements. The team supports buy-side diligence, seller readiness, purchase-agreement definitions, and post-close accounting, including purchase-price allocation, deferred tax mapping, and opening balance sheets.

• Test Earnings Quality
  Review EBITDA adjustments and supporting cash evidence to assess earnings quality before a deal or prepare seller numbers for buyer scrutiny.
• Clarify Deal Value
  Shows how deal terms and adjustments move enterprise value to equity value and seller cash proceeds.
• Support Price Adjustments
  Provides documented schedules and item-level support for working-capital and net-debt calculations that affect purchase price.
• Prepare Purchase Accounting
  Documents the allocation and related accounting after closing, helping establish the opening balance sheet and support purchase-price allocation.
• Classify Earnout Payments
  Clarifies whether an earnout is purchase consideration or compensation and documents the accounting implications.
• Prepare Carve-Out Statements
  Provides financial statements and documented allocations for a carved-out business to support transaction diligence and sale processes.

CFO Advisory

Corviniti provides senior finance leadership in fractional, interim, or outsourced formats, matching engagements to company needs. CFO work focuses on cash and capital strategy, forecasting, pricing and unit economics, board and lender reporting, and building the finance function. Interim coverage supports continuity during a CFO vacancy or transition, while succession planning can prepare the role and handoff for a full-time hire. Engagements define cadence, deliverables, and decision rights.

• Choose The Right CFO Model
  Match CFO support to whether the need is ongoing or temporary, requires judgment or role coverage, and includes staffing the finance function.
• Access Senior Finance Leadership
  Get ongoing part-time CFO judgment for important financial decisions without hiring a full-time CFO.
• See Cash Shortfalls Earlier
  Use a rolling forecast and weekly cash-flow view to understand expected cash position and spot potential shortfalls.
• Plan Cash And Funding
  Evaluate cash needs and financing options and support banking and lender relationships as the business plans its next stage.
• Maintain Finance Continuity
  Keep the close, audit, and lender relationships moving while searching for a permanent CFO.
• Identify Profitable Products And Customers
  See costs and margins at a detailed level so pricing decisions reflect the economics of specific products, jobs, or customers.
• Deliver Stakeholder-Ready Reporting
  Provide boards, investors, and lenders with regular financial reporting packages tailored to their information needs.
• Staff The CFO Function
  Access CFO leadership and supporting finance capacity through one provider when more than an individual CFO is needed.
• Prepare A Full-Time CFO Handoff
  Define the future CFO role from actual responsibilities and support transition to an in-house hire with working files.
• Build Finance Capacity
  Develop the finance function beneath the CFO role in line with company needs and stage.

Outsourced accounting

Corviniti delivers a company’s accounting function as a service. Scope can include monthly close, reconciliations, GAAP financial statements, reporting, accounts payable, payroll, controls, and audit preparation. Senior reviewers oversee staff execution, with the function scaled to company needs and stage. The service can add an operating model, budget, rolling reforecast, board and lender reporting, and cash forecasting.

Category: Accounting Services

• Run The Whole Accounting Function
  Bring core accounting activities together under one provider instead of coordinating separate tasks or building the department in-house.
• Deliver Timely Monthly Reporting
  A fixed monthly close calendar provides a predictable reporting package and current financial information.
• Add Experienced Review
  Senior oversight helps ensure accounting outputs are reviewed, with technical expertise available for complex questions.
• Prepare Records For Audit
  Maintaining schedules and reconciliations throughout the year makes audit preparation a continuation of accounting rather than a reconstruction.
• Scale Support As Needs Change
  Add accounting and finance layers as needed, from bookkeeping and close execution to CFO-level support and forward-looking planning.
• Coordinate Support Through One Firm
  Keep accounting connected to technical accounting, audit preparation, and readiness support through a single provider.
• Use Systems Suited To Your Stage
  Use accounting tools matched to current needs, with upgrades planned as the company grows.
• Support A Documented Team Handoff
  Preserve working knowledge and accounting logic in documented files to support transition to an in-house team.

Bookkeeping

Corviniti provides CPA-led bookkeeping for funded, multi-entity, and growth companies, with separate small-business plans. The service categorizes transactions using a reporting-ready chart of accounts, reconciles accounts monthly, closes books on a fixed calendar, and includes CPA review. It can cover catch-up and cleanup, payables, receivables, payroll, contractor 1099 support, financial statements, and tax-preparer handoff. Books support audits, lenders, buyers, and diligence requests. Systems include QuickBooks Online, NetSuite, and Sage Intacct, with setup or migration support as appropriate.

• Verify Every Account Each Month
  Monthly reconciliations tie account balances to supporting statements or schedules and make supporting work available for audits and review.
• Close Books On A Reliable Schedule
  A recurring close calendar provides current books and financials on a predictable schedule.
• Organize Transactions For Clear Reporting
  A reporting-ready account structure helps financial statements reflect business operations and supports consistent reporting across entities.
• Use Current Financials To Understand Performance
  Regular financial statements and optional reporting help owners and management understand performance and track changes.
• Prepare A Cleaner Tax Handoff
  An organized, reconciled year-end package helps tax preparers avoid rebuilding books during tax season.
• Support Audits And Diligence Requests
  Maintaining supporting records monthly helps companies respond to audit and diligence requests without reconstructing the books.
• Restore Accurate, Reconciled Books
  Catch-up work brings overdue records current and establishes a reconciled starting point for ongoing bookkeeping.
• Track Key Operating Transactions
  Support for payables, receivables, payroll, and contractor records keeps these activities reflected in the books and supports year-end reporting.
• Coordinate Reporting Across Entities
  Consistent multi-entity records and intercompany support help businesses prepare reporting and consolidations.
• Use Systems That Fit Your Stage
  Support for different accounting systems and deliberate migration helps companies use an appropriate ledger as needs change.
• Turn Bookkeeping Data Into Planning Inputs
  Optional forecasting and performance reporting use bookkeeping data to support financial planning and decisions.
• Plan Around A Predictable Monthly Fee
  Flat monthly pricing makes ongoing service costs predictable, while separately scoped cleanup work is quoted up front.

SEC reporting

Corviniti runs and supports the SEC reporting cycle for registrants and companies preparing to become public. The service covers the filing calendar, Forms 10-K and 10-Q, Form 8-K triggers, non-GAAP measures and KPIs, and SEC comment letters. Deliverables include filer-status-based reporting calendars, filing packages with statements, footnotes, MD&A and checklists, maintained 8-K trigger maps, and non-GAAP measure policies applied across reporting channels.

• Prepare Annual And Quarterly Filings
  Structured 10-K and 10-Q packages bring together statements, footnotes, MD&A, and checklists, with auditor review incorporated into the schedule.
• Manage Reporting Deadlines
  A calendar based on filer status and actual deadlines helps coordinate filing, review, committee, and certification checkpoints.
• Track And Prepare 8-K Filings
  A maintained trigger map and pre-drafted filing skeletons help identify reportable events and prepare for the filing process.
• Apply Consistent Disclosure Policies
  Applying the measure policy across reporting channels helps govern how non-GAAP measures and KPIs are presented.
• Respond To SEC Comments
  Response support addresses SEC comments with analysis and disclosure support as needed.
• Support Filing Disclosures
  Helps prepare filing content, including MD&A, alongside financial statements and related reporting materials.
• Prepare And Review Proxy Filings
  Provides preparation and review support for proxy filings as part of public-company reporting.

Form S-1 Preparation

Corviniti builds the financial sections of Form S-1, including F-pages, MD&A, and supporting tie-outs, and carries that work through SEC comments to pricing. The service includes financial statements, footnotes, schedules, and financial content prepared for the registration statement, plus review and pricing support such as staleness refreshes, flash-close support, and Rule 424(b) mechanics.

• Prepare Filing-Ready Financial Statements
  Builds registration-statement financial sections to required periods and registrant standards, including F-pages, footnotes, and schedules.
• Align Financial Information With Regulation S-X
  Supports financial statement presentation and required periods and schedules under Regulation S-X for inclusion in the S-1.
• Draft MD&A And Financial Disclosures
  Connects financial information and supporting memos to MD&A and related financial content, including capitalization and dilution tables.
• Tie Every Document Number To Support
  Provides a maintained support trail for S-1 figures, helping the working group verify and update financial information.
• Coordinate Filing Milestones And Parallel Tracks
  Helps coordinate filing sequence and parallel requirements so financial work is planned against the transaction calendar.
• Support Responses With Accounting Analysis
  Pairs SEC comment responses with relevant accounting analysis to address financial and accounting questions raised during review.
• Refresh Financials And Support The Flash Close
  Supports financial updates as reporting dates advance, including flash-close work during the registration process.
• Prepare Offering-Effect Pro Forma Information
  Shows specified offering-related financial effects, including preferred conversion, use of proceeds, and a tax-status change.
• Support Pricing And Final Prospectus Mechanics
  Continues financial-workstream support through pricing and the Rule 424(b) final prospectus stage.

Foreign private issuer advisory

Provides accounting and financial reporting support for foreign private issuers preparing SEC registration statements. The service includes IFRS financial statements, US GAAP reconciliations, and support for Form F-1 and Form F-4 filings. Related capital markets advisory work scopes statements to the registration form and prepares filing-ready statements, footnotes, and schedules.

• Support Form F-1 And F-4 Filings
  Get accounting and financial reporting support for the registration forms identified for foreign private issuers.
• Prepare IFRS Financial Statements
  Prepare IFRS financial statements for foreign private issuer reporting, including IFRS as issued by the IASB for Form F-1 filings.
• Reconcile IFRS And US GAAP
  Obtain reconciliation support when required, noting that the related guidance identifies no US GAAP reconciliation requirement for IFRS as issued by the IASB in Form F-1 filings.

Tax preparation, planning, and representation

Corviniti provides CPA-led business and personal tax preparation, year-round planning, and representation before the IRS, New York State, and New York City. Services include preparing federal, state, and city returns from reconciled books, coordinating business and owner returns, planning tax decisions and elections, and handling notices and examinations, including New York City residency matters. Work is led by a licensed CPA who can represent clients before the IRS. Corviniti does not provide audits, reviews, or compilations; it can help clients engage a registered firm when needed.

• Prepare Business And Personal Returns
  Have business and personal returns prepared by a CPA, with federal, state, and city filings coordinated where applicable.
• Get Representation Before Tax Authorities
  Receive licensed CPA representation before tax authorities when facing a notice or examination.
• Plan Tax Decisions Throughout The Year
  Address tax decisions during the year, including entity and election considerations and estimated taxes.
• Work With A Licensed CPA
  Have a licensed, professionally accountable CPA plan and sign returns and represent you before the IRS.
• Respond To City Residency Examinations
  Get help documenting residency and responding to a New York City residency examination.
• Coordinate Business And Owner Returns
  Keep business and personal filings aligned, including K-1s, credits, and city income tax.

Controller services

Controller services provide the execution layer of the finance function. The controller owns the close and its calendar, reconciliations supporting account balances, revenue and expense recognition under policy, and accurate financial statements. Work can include a dated close process with cutoffs, accruals, standardized reconciliations, a flux review, and a reporting package delivered on a fixed monthly date.

• Deliver Timely Monthly Financials
  A defined close calendar and structured activities support delivery of the monthly reporting package on a fixed date.
• Support Account Balances
  Reconciliations support account balances and provide evidence behind accurate financial statements.
• Prepare Accurate Financial Statements
  Accurate statements and a reporting package provide the financial output of controller execution.
• Apply Accounting Policies
  Applying accounting policies to revenue and expense recognition supports consistent financial reporting.

Financial planning and analysis

Corviniti’s financial planning and analysis support provides forward-looking finance tools and reporting for growing companies. It includes driver-based operating models, budgets and rolling reforecasts, cash forecasts, and board and lender reporting. The operating model connects these outputs, while pricing, margin, and unit economics analysis helps assess which products, jobs, or customers make money. The service is identified as part of the finance function alongside CFO and controller services.

• Connect Planning To Business Drivers
  A driver-based model links operating assumptions to planning outputs, providing a common source for budgets, reforecasts, cash forecasts, and reporting.
• Spot Cash Shortfalls Earlier
  The 13-week cash-flow model times receipts and disbursements and calculates weekly ending cash to reveal potential shortfalls.
• Plan And Update Financial Expectations
  Budgets and rolling reforecasts help companies set financial expectations and revise them as they manage the business.
• Inform Board And Lender Decisions
  Reporting packages translate financial information into materials for boards, investors, and lenders.
• Assess Margins And Pricing
  Separating costs and margins by product, job, or customer can reveal differences hidden by blended margins and support pricing decisions.
• Prepare Models For Financing
  Financial models and materials support fundraising and loan applications, with capital-source guidance tailored to financing needs.

IPO Readiness Score™

A free online assessment built by Corviniti’s IPO-readiness team. It uses 37 questions across nine readiness dimensions and weighted scoring to assess IPO preparedness and provide an instant gap analysis. The assessment covers financial reporting, controls, governance, and related work involved in preparing for an effective S-1.

• Assess IPO Preparedness
  Answer 37 questions across nine readiness dimensions to evaluate preparedness for going public.
• Measure Readiness With A Score
  Weighted scoring turns assessment responses into an IPO Readiness Score to help companies gauge where they stand.
• Identify Gaps Instantly
  Receive an instant gap analysis to identify areas requiring attention before an IPO filing.
• Review Key IPO Work Areas
  The assessment covers key IPO preparation areas, including financial statements, technical accounting, controls, tax, governance, and close and reporting.