{"schemaVersion":1,"profileUrl":"https://nowen.ai/agents/corviniti-com","markdownUrl":"https://nowen.ai/agents/corviniti-com.md","jsonUrl":"https://nowen.ai/agents/corviniti-com.json","name":"Corviniti","website":"https://corviniti.com","location":"New York, New York, United States","address":{"city":"New York","state":"New York","country":"United States"},"industry":"Accounting","deliveryModel":"services","marketCategories":{"primary":{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"},"others":[]},"status":{"trust":"unclaimed","text":"Unclaimed: compiled by Nowen from public sources, not reviewed by the company"},"updatedAt":"2026-11-10T23:48:48.506Z","summary":"Corviniti provides CPA-led accounting and advisory services to help growing and public companies manage complex reporting, audit, transaction, and finance needs.","description":"Corviniti is a CPA-led accounting advisory firm serving startups, emerging growth companies, and public and private businesses. It provides technical accounting, financial reporting, audit support, transaction advisory, and finance-function services, with particular expertise in capital markets, IPO readiness, PCAOB audits, and SEC reporting. Its senior-led teams help clients address complex accounting judgments, strengthen reporting and controls, and prepare for audits, transactions, and growth.","mission":"Help companies meet demanding accounting, reporting, audit, and transaction requirements through senior-led, technically rigorous advisory and finance support.","directory":{"industryName":"Accounting","agentCount":110,"indexable":true,"hubUrl":"https://nowen.ai/industry/accounting"},"categoryDirectory":{"name":"Accounting Services","agentCount":111,"indexable":true,"url":"https://nowen.ai/category/accounting-services"},"aiReaderFamilies":["OpenAI","Perplexity"],"products":[{"name":"IPO Readiness","anchor":"product-ipo-readiness","type":"Service","url":"https://corviniti.com/services/ipo-readiness/","summary":"Identify and close accounting, audit, controls, tax, and reporting gaps to prepare for an effective S-1 and public-company requirements.","description":"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.","pricing":{},"features":[{"name":"S-1 financial statements and PCAOB audit uplift","value":"Prepare Financials For PCAOB Audit","valueDescription":"Prepare the financial statements and supporting accounting records required for the S-1 and address audit-readiness gaps before they affect the filing schedule."},{"name":"IPO readiness assessment","value":"Identify And Prioritize Filing Gaps","valueDescription":"See where current reporting falls short of SEC, PCAOB, or transaction requirements and identify work to address before gaps delay the filing."},{"name":"Technical accounting positions","value":"Document Defensible Accounting Positions","valueDescription":"Resolve and document significant accounting judgments before filing so the positions and supporting analysis are ready for auditor review."},{"name":"SOX controls readiness","value":"Build Controls For Public-Company Requirements","valueDescription":"Prepare an appropriately scaled internal control environment for public-company obligations and auditor scrutiny."},{"name":"Public-company close and reporting team","value":"Establish A Reliable Reporting Close","valueDescription":"Prepare a close process and reporting team to support monthly financial reporting and filing and ongoing public-company reporting deadlines."},{"name":"Public-company tax provision","value":"Prepare The Public-Company Tax Provision","valueDescription":"Address tax provision work required for public-company reporting as part of the readiness process."},{"name":"Governance and audit committee readiness","value":"Prepare Governance For The Listing","valueDescription":"Address governance and audit committee readiness as part of preparing the company for its public-market filing."}]},{"name":"Capital Markets Advisory","anchor":"product-capital-markets-advisory","type":"Service","url":"https://corviniti.com/services/capital-markets-advisory/","summary":"Helps companies prepare filing-ready financial information and coordinate accounting work to keep capital-markets transactions on schedule.","description":"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.","pricing":{},"features":[{"name":"Registration form and financial statement scoping","value":"Scope Registration Forms And Financial Requirements","valueDescription":"Aligns accounting work with the applicable filing form and its financial statement, pro forma, and audit standard requirements."},{"name":"Filing-ready financial statements","value":"Prepare Filing-Ready Financial Statements","valueDescription":"Provides the financial statements, footnotes, and schedules required for registration and transaction filings."},{"name":"Registration statement and pro forma support","value":"Build MD&A And Pro Forma Disclosures","valueDescription":"Connects financial information and accounting analysis to registration statement disclosures, including MD&A and pro formas with adjustment notes."},{"name":"Comfort letter and tie-out support","value":"Coordinate Comfort Letters And Tie-Outs","valueDescription":"Organizes tie-outs, circle-ups, and review timing to support comfort-letter work and transaction pricing."},{"name":"Deal-calendar and staleness-date management","value":"Manage Filing Calendars And Staleness Dates","valueDescription":"Tracks filing and close milestones against financial-statement freshness requirements to align accounting work with the transaction schedule."},{"name":"IPO, SPAC, and direct listing support","value":"Support IPOs, SPACs, And Direct Listings","valueDescription":"Applies capital-markets accounting and reporting support across the transaction types identified by Corviniti."},{"name":"Pre-IPO stock valuation support","value":"Document Pre-IPO Stock Valuations","valueDescription":"Builds support for pre-IPO grant valuations and related stock-compensation accounting before filing."},{"name":"Technical accounting and SEC comment support","value":"Resolve Technical Accounting And SEC Comments","valueDescription":"Helps companies document accounting positions and develop technical analysis for filing issues or SEC comments."}]},{"name":"SOX & Internal Controls","anchor":"product-sox-and-internal-controls","type":"Service","url":"https://corviniti.com/services/sox-internal-controls/","summary":"Builds a right-sized, audit-ready SOX program that helps finance teams address control risks and prepare for applicable reporting and attestation requirements.","description":"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.","pricing":{},"features":[{"name":"SOX program design and testing","value":"Build A Right-Sized SOX Program","valueDescription":"Establishes a documented and tested ICFR program matched to company risks and team capacity."},{"name":"Risk-based SOX scoping","value":"Focus Controls On Relevant Risks","valueDescription":"Maps controls to risks where a material misstatement could occur, rather than relying on an unprioritized control inventory."},{"name":"IT general controls","value":"Strengthen The IT Control Foundation","valueDescription":"Addresses the IT environment that supports automated controls and system-generated financial reporting information."},{"name":"Entity-produced information validation","value":"Validate Information Behind Key Controls","valueDescription":"Supports the completeness and accuracy of reports and spreadsheets used as evidence or inputs in control activities."},{"name":"Control deficiency evaluation","value":"Evaluate Deficiencies With Discipline","valueDescription":"Helps assess control issues consistently and identify when a finding may have broader implications for the control environment."},{"name":"SOX reporting and 404 readiness","value":"Prepare For Applicable SOX Requirements","valueDescription":"Helps companies plan for disclosure-control certifications and applicable management assessment and auditor attestation requirements."},{"name":"SOC report and user-control review","value":"Review SOC Reports And User Controls","valueDescription":"Helps identify controls a company must perform when a service organization’s processes form part of its control environment."},{"name":"Control remediation","value":"Address Control Gaps","valueDescription":"Helps companies respond to identified deficiencies through remediation work aligned with their SOX program."}]},{"name":"Audit Support","anchor":"product-audit-support","type":"Service","url":"https://corviniti.com/services/audit-support/","summary":"Helps companies prepare audit-ready materials, resolve issues, and manage audit requests so audits stay on schedule and teams stay focused on the business.","description":"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.","pricing":{},"features":[{"name":"Audit readiness assessment","value":"Identify And Fix Findings Before Fieldwork","valueDescription":"Finds audit risks in advance and supports remediation before fieldwork begins."},{"name":"Prepared-by-client package preparation","value":"Prepare Tied-Out Schedules And Audit Evidence","valueDescription":"Provides organized schedules, rollforwards, and sample-ready populations prepared for auditor testing."},{"name":"Technical accounting position memos","value":"Document Judgments Before Auditors Test Them","valueDescription":"Gives auditors a written basis for significant accounting judgments before testing."},{"name":"Audit request management and issue resolution","value":"Track Requests And Resolve Open Issues","valueDescription":"Creates clear ownership and status for audit requests and coordinates resolution through the opinion date."},{"name":"Auditor coordination and fieldwork support","value":"Coordinate Audit Work And Support Fieldwork","valueDescription":"Supports the company-auditor interface and helps keep work aligned with the audit calendar."},{"name":"Restatement analysis and support","value":"Assess Errors And Support Restatement Work","valueDescription":"Helps evaluate error significance and supports analysis, coordination, and financial statement work required for a restatement."},{"name":"SEC comment-letter response","value":"Prepare Responses With Supporting Analysis","valueDescription":"Develops SEC response letters supported by relevant technical analysis."},{"name":"Control deficiency assessment","value":"Evaluate Deficiencies And Guide Responses","valueDescription":"Clarifies deficiency severity and the response it may require."}]},{"name":"Technical Accounting","anchor":"product-technical-accounting","type":"Service","url":"https://corviniti.com/services/technical-accounting/","summary":"Resolve complex accounting judgments with documented positions that help financial statements and filings stand up to auditor and regulatory review.","description":"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.","pricing":{},"features":[{"name":"Debt and equity classification","value":"Classify Complex Financial Instruments","valueDescription":"Get a documented analysis of instrument terms and classification requirements, supporting review of balance-sheet treatment and related accounting impacts."},{"name":"Audit-ready accounting memos","value":"Prepare Memos Auditors Can Test","valueDescription":"Receive a documented accounting conclusion in a format auditors can test."},{"name":"Revenue recognition","value":"Document Revenue Recognition Positions","valueDescription":"Receive a documented ASC 606 position for auditors and reviewers to test."},{"name":"Lease accounting","value":"Clarify Lease Accounting Treatment","valueDescription":"Get a documented accounting position on lease-related questions for auditor review."},{"name":"Business combination accounting","value":"Document Business Combination Accounting","valueDescription":"Establish and document the accounting conclusion for a business combination for audit or transaction review."},{"name":"Stock compensation accounting","value":"Support Stock Compensation Accounting","valueDescription":"Obtain a documented ASC 718 position for auditor and reviewer evaluation."},{"name":"Digital asset accounting","value":"Document Digital Asset Accounting","valueDescription":"Receive documented digital asset positions covering measurement, revenue, custody, and disclosure questions."},{"name":"Valuation and impairment position papers","value":"Support Valuation And Impairment Judgments","valueDescription":"Get written support for valuation and impairment judgments for auditor review."}]},{"name":"Financial reporting","anchor":"product-financial-reporting","type":"Service","url":"https://corviniti.com/services/financial-reporting/","summary":"Provides complete, supported financial statements and disclosures that help companies prepare for audits, transactions, and SEC filings.","description":"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.","pricing":{},"features":[{"name":"US GAAP and IFRS financial statements","value":"Prepare Audit-Ready Financial Statements","valueDescription":"Receive statements prepared or reviewed to an audit-ready standard for auditors, lenders, investors, and regulators."},{"name":"Supporting schedules and tie-outs","value":"Support Balances With Reconciled Schedules","valueDescription":"Connect material balances to supporting schedules that reconcile to the ledger for audit testing and review."},{"name":"Footnotes and disclosure packages","value":"Build Fact-Based Disclosure Packages","valueDescription":"Receive footnotes and disclosures tailored to company facts, with technical disclosures addressed in the reporting package."},{"name":"SEC-grade reporting","value":"Prepare Regulation S-X Reporting","valueDescription":"Build reporting packages around Regulation S-X requirements, including required periods, schedules, disclosure checklists, and documented technical positions."},{"name":"IFRS and US GAAP conversions","value":"Reconcile Framework Differences","valueDescription":"Use bridge schedules to show and reconcile differences between IFRS and US GAAP."},{"name":"Multi-entity and multi-currency consolidations","value":"Consolidate Entities And Currencies","valueDescription":"Bring financial information together across entities and currencies with entity-level reconciliations, intercompany eliminations, and currency translation reflected in equity."},{"name":"Cash flow, equity, and interim statements","value":"Prepare Interim And Core Statements","valueDescription":"Obtain cash flow statements, equity rollforwards, and interim or stub-period financials prepared for transaction and filing requirements."},{"name":"Going concern assessment","value":"Assess Going Concern","valueDescription":"Include a going concern assessment as part of financial statement reporting under US GAAP or IFRS."}]},{"name":"M&A Advisory","anchor":"product-m-and-a-advisory","type":"Service","url":"https://corviniti.com/services/ma-advisory/","summary":"Gives buyers and sellers audit-grade deal numbers and transaction accounting to evaluate value, support negotiations, and manage accounting after closing.","description":"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.","pricing":{},"features":[{"name":"Quality of earnings analysis","value":"Test Earnings Quality","valueDescription":"Review EBITDA adjustments and supporting cash evidence to assess earnings quality before a deal or prepare seller numbers for buyer scrutiny."},{"name":"Purchase price bridge","value":"Clarify Deal Value","valueDescription":"Shows how deal terms and adjustments move enterprise value to equity value and seller cash proceeds."},{"name":"Working capital and net debt schedules","value":"Support Price Adjustments","valueDescription":"Provides documented schedules and item-level support for working-capital and net-debt calculations that affect purchase price."},{"name":"Purchase accounting","value":"Prepare Purchase Accounting","valueDescription":"Documents the allocation and related accounting after closing, helping establish the opening balance sheet and support purchase-price allocation."},{"name":"Earnout classification","value":"Classify Earnout Payments","valueDescription":"Clarifies whether an earnout is purchase consideration or compensation and documents the accounting implications."},{"name":"Carve-out financial statements","value":"Prepare Carve-Out Statements","valueDescription":"Provides financial statements and documented allocations for a carved-out business to support transaction diligence and sale processes."}]},{"name":"CFO Advisory","anchor":"product-cfo-advisory","type":"Service","url":"https://corviniti.com/services/fractional-cfo-services/","summary":"Gain CFO-level financial leadership for cash, capital, pricing, and reporting without committing to a full-time hire.","description":"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.","pricing":{},"features":[{"name":"CFO engagement fit and scope","value":"Choose The Right CFO Model","valueDescription":"Match CFO support to whether the need is ongoing or temporary, requires judgment or role coverage, and includes staffing the finance function."},{"name":"Fractional CFO leadership","value":"Access Senior Finance Leadership","valueDescription":"Get ongoing part-time CFO judgment for important financial decisions without hiring a full-time CFO."},{"name":"Cash flow forecasting and management","value":"See Cash Shortfalls Earlier","valueDescription":"Use a rolling forecast and weekly cash-flow view to understand expected cash position and spot potential shortfalls."},{"name":"Cash and capital strategy","value":"Plan Cash And Funding","valueDescription":"Evaluate cash needs and financing options and support banking and lender relationships as the business plans its next stage."},{"name":"Interim CFO coverage","value":"Maintain Finance Continuity","valueDescription":"Keep the close, audit, and lender relationships moving while searching for a permanent CFO."},{"name":"Pricing and unit economics","value":"Identify Profitable Products And Customers","valueDescription":"See costs and margins at a detailed level so pricing decisions reflect the economics of specific products, jobs, or customers."},{"name":"Board, investor, and lender reporting","value":"Deliver Stakeholder-Ready Reporting","valueDescription":"Provide boards, investors, and lenders with regular financial reporting packages tailored to their information needs."},{"name":"Outsourced CFO function","value":"Staff The CFO Function","valueDescription":"Access CFO leadership and supporting finance capacity through one provider when more than an individual CFO is needed."},{"name":"CFO succession and handoff","value":"Prepare A Full-Time CFO Handoff","valueDescription":"Define the future CFO role from actual responsibilities and support transition to an in-house hire with working files."},{"name":"Finance function development","value":"Build Finance Capacity","valueDescription":"Develop the finance function beneath the CFO role in line with company needs and stage."}]},{"name":"Outsourced accounting","anchor":"product-outsourced-accounting","type":"Service","url":"https://corviniti.com/services/outsourced-accounting/","summary":"Get a senior-led, scalable accounting function with timely reporting and audit-ready records, without building a full in-house department.","description":"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.","pricing":{},"features":[{"name":"End-to-end accounting operations","value":"Run The Whole Accounting Function","valueDescription":"Bring core accounting activities together under one provider instead of coordinating separate tasks or building the department in-house."},{"name":"Disciplined monthly close","value":"Deliver Timely Monthly Reporting","valueDescription":"A fixed monthly close calendar provides a predictable reporting package and current financial information."},{"name":"Senior-led review","value":"Add Experienced Review","valueDescription":"Senior oversight helps ensure accounting outputs are reviewed, with technical expertise available for complex questions."},{"name":"Audit readiness","value":"Prepare Records For Audit","valueDescription":"Maintaining schedules and reconciliations throughout the year makes audit preparation a continuation of accounting rather than a reconstruction."},{"name":"Scalable finance function","value":"Scale Support As Needs Change","valueDescription":"Add accounting and finance layers as needed, from bookkeeping and close execution to CFO-level support and forward-looking planning."},{"name":"Integrated technical accounting and audit support","value":"Coordinate Support Through One Firm","valueDescription":"Keep accounting connected to technical accounting, audit preparation, and readiness support through a single provider."},{"name":"Stage-appropriate accounting systems","value":"Use Systems Suited To Your Stage","valueDescription":"Use accounting tools matched to current needs, with upgrades planned as the company grows."},{"name":"Documented in-house handoff","value":"Support A Documented Team Handoff","valueDescription":"Preserve working knowledge and accounting logic in documented files to support transition to an in-house team."}],"marketCategories":[{"name":"Accounting Services","url":"https://nowen.ai/category/accounting-services"}]},{"name":"Bookkeeping","anchor":"product-bookkeeping","type":"Service","url":"https://corviniti.com/services/bookkeeping/","summary":"Keep accurate, current books and get reliable financial reporting, tax-ready records, and support for audits, lending, and diligence.","description":"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.","pricing":{},"features":[{"name":"Monthly account reconciliations","value":"Verify Every Account Each Month","valueDescription":"Monthly reconciliations tie account balances to supporting statements or schedules and make supporting work available for audits and review."},{"name":"Fixed-calendar monthly close","value":"Close Books On A Reliable Schedule","valueDescription":"A recurring close calendar provides current books and financials on a predictable schedule."},{"name":"Transaction coding and chart of accounts","value":"Organize Transactions For Clear Reporting","valueDescription":"A reporting-ready account structure helps financial statements reflect business operations and supports consistent reporting across entities."},{"name":"Monthly financial statements and reporting","value":"Use Current Financials To Understand Performance","valueDescription":"Regular financial statements and optional reporting help owners and management understand performance and track changes."},{"name":"Tax-ready year-end package","value":"Prepare A Cleaner Tax Handoff","valueDescription":"An organized, reconciled year-end package helps tax preparers avoid rebuilding books during tax season."},{"name":"Audit- and diligence-ready records","value":"Support Audits And Diligence Requests","valueDescription":"Maintaining supporting records monthly helps companies respond to audit and diligence requests without reconstructing the books."},{"name":"Catch-up and cleanup bookkeeping","value":"Restore Accurate, Reconciled Books","valueDescription":"Catch-up work brings overdue records current and establishes a reconciled starting point for ongoing bookkeeping."},{"name":"Payables, receivables, payroll, and contractor reporting","value":"Track Key Operating Transactions","valueDescription":"Support for payables, receivables, payroll, and contractor records keeps these activities reflected in the books and supports year-end reporting."},{"name":"Multi-entity bookkeeping","value":"Coordinate Reporting Across Entities","valueDescription":"Consistent multi-entity records and intercompany support help businesses prepare reporting and consolidations."},{"name":"Accounting systems and migration support","value":"Use Systems That Fit Your Stage","valueDescription":"Support for different accounting systems and deliberate migration helps companies use an appropriate ledger as needs change."},{"name":"Cash flow forecasting and KPI reporting","value":"Turn Bookkeeping Data Into Planning Inputs","valueDescription":"Optional forecasting and performance reporting use bookkeeping data to support financial planning and decisions."},{"name":"Flat monthly pricing","value":"Plan Around A Predictable Monthly Fee","valueDescription":"Flat monthly pricing makes ongoing service costs predictable, while separately scoped cleanup work is quoted up front."}]},{"name":"SEC reporting","anchor":"product-sec-reporting","type":"Service","url":"https://corviniti.com/services/sec-reporting/","summary":"Helps companies manage SEC reporting requirements and prepare timely, review-ready filings and disclosures.","description":"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.","pricing":{},"features":[{"name":"Form 10-K and 10-Q preparation","value":"Prepare Annual And Quarterly Filings","valueDescription":"Structured 10-K and 10-Q packages bring together statements, footnotes, MD&A, and checklists, with auditor review incorporated into the schedule."},{"name":"Reporting calendar and filer status","value":"Manage Reporting Deadlines","valueDescription":"A calendar based on filer status and actual deadlines helps coordinate filing, review, committee, and certification checkpoints."},{"name":"Form 8-K trigger management","value":"Track And Prepare 8-K Filings","valueDescription":"A maintained trigger map and pre-drafted filing skeletons help identify reportable events and prepare for the filing process."},{"name":"Non-GAAP measure and KPI governance","value":"Apply Consistent Disclosure Policies","valueDescription":"Applying the measure policy across reporting channels helps govern how non-GAAP measures and KPIs are presented."},{"name":"SEC comment-letter responses","value":"Respond To SEC Comments","valueDescription":"Response support addresses SEC comments with analysis and disclosure support as needed."},{"name":"Disclosure support","value":"Support Filing Disclosures","valueDescription":"Helps prepare filing content, including MD&A, alongside financial statements and related reporting materials."},{"name":"Proxy filing preparation and review","value":"Prepare And Review Proxy Filings","valueDescription":"Provides preparation and review support for proxy filings as part of public-company reporting."}]},{"name":"Form S-1 Preparation","anchor":"product-form-s-1-preparation","type":"Service","url":"https://corviniti.com/services/form-s-1-preparation/","summary":"Builds and supports the financial half of an S-1 through review and pricing, helping issuers keep filing work organized, supported, and on schedule.","description":"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.","pricing":{},"features":[{"name":"S-1 financial statements and F-pages","value":"Prepare Filing-Ready Financial Statements","valueDescription":"Builds registration-statement financial sections to required periods and registrant standards, including F-pages, footnotes, and schedules."},{"name":"Regulation S-X compliance","value":"Align Financial Information With Regulation S-X","valueDescription":"Supports financial statement presentation and required periods and schedules under Regulation S-X for inclusion in the S-1."},{"name":"MD&A and financial content","value":"Draft MD&A And Financial Disclosures","valueDescription":"Connects financial information and supporting memos to MD&A and related financial content, including capitalization and dilution tables."},{"name":"Financial tie-out binder","value":"Tie Every Document Number To Support","valueDescription":"Provides a maintained support trail for S-1 figures, helping the working group verify and update financial information."},{"name":"Filing timeline and coordination","value":"Coordinate Filing Milestones And Parallel Tracks","valueDescription":"Helps coordinate filing sequence and parallel requirements so financial work is planned against the transaction calendar."},{"name":"SEC comment response support","value":"Support Responses With Accounting Analysis","valueDescription":"Pairs SEC comment responses with relevant accounting analysis to address financial and accounting questions raised during review."},{"name":"Staleness refresh and interim close support","value":"Refresh Financials And Support The Flash Close","valueDescription":"Supports financial updates as reporting dates advance, including flash-close work during the registration process."},{"name":"Offering-effect pro forma financial information","value":"Prepare Offering-Effect Pro Forma Information","valueDescription":"Shows specified offering-related financial effects, including preferred conversion, use of proceeds, and a tax-status change."},{"name":"Pricing and final prospectus support","value":"Support Pricing And Final Prospectus Mechanics","valueDescription":"Continues financial-workstream support through pricing and the Rule 424(b) final prospectus stage."}]},{"name":"Foreign private issuer advisory","anchor":"product-foreign-private-issuer-advisory","type":"Service","url":"https://corviniti.com/services/foreign-private-issuer-advisory/","summary":"Helps foreign private issuers prepare IFRS-based financial statements and reporting support for Form F-1 and F-4 filings.","description":"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.","pricing":{},"features":[{"name":"Form F-1 and F-4 support","value":"Support Form F-1 And F-4 Filings","valueDescription":"Get accounting and financial reporting support for the registration forms identified for foreign private issuers."},{"name":"IFRS financial statements","value":"Prepare IFRS Financial Statements","valueDescription":"Prepare IFRS financial statements for foreign private issuer reporting, including IFRS as issued by the IASB for Form F-1 filings."},{"name":"US GAAP reconciliations","value":"Reconcile IFRS And US GAAP","valueDescription":"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."}]},{"name":"Tax preparation, planning, and representation","anchor":"product-tax-preparation-planning-and-representation","type":"Service","url":"https://corviniti.com/local-services/cpa-nyc/","summary":"Get tax returns prepared, year-round decisions planned, and tax notices handled by a licensed CPA familiar with federal, state, and city requirements.","description":"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.","pricing":{},"features":[{"name":"Business and personal tax return preparation","value":"Prepare Business And Personal Returns","valueDescription":"Have business and personal returns prepared by a CPA, with federal, state, and city filings coordinated where applicable."},{"name":"Tax authority representation","value":"Get Representation Before Tax Authorities","valueDescription":"Receive licensed CPA representation before tax authorities when facing a notice or examination."},{"name":"Year-round tax planning","value":"Plan Tax Decisions Throughout The Year","valueDescription":"Address tax decisions during the year, including entity and election considerations and estimated taxes."},{"name":"Licensed CPA accountability","value":"Work With A Licensed CPA","valueDescription":"Have a licensed, professionally accountable CPA plan and sign returns and represent you before the IRS."},{"name":"New York City residency examination support","value":"Respond To City Residency Examinations","valueDescription":"Get help documenting residency and responding to a New York City residency examination."},{"name":"Coordinated business and owner returns","value":"Coordinate Business And Owner Returns","valueDescription":"Keep business and personal filings aligned, including K-1s, credits, and city income tax."}]},{"name":"Controller services","anchor":"product-controller-services","type":"Service","url":"https://corviniti.com/services/controller-services/","summary":"Keep monthly financial operations disciplined and deliver accurate, timely financial statements supported by reconciled account balances.","description":"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.","pricing":{},"features":[{"name":"Monthly close execution","value":"Deliver Timely Monthly Financials","valueDescription":"A defined close calendar and structured activities support delivery of the monthly reporting package on a fixed date."},{"name":"Account reconciliations","value":"Support Account Balances","valueDescription":"Reconciliations support account balances and provide evidence behind accurate financial statements."},{"name":"Financial statement preparation","value":"Prepare Accurate Financial Statements","valueDescription":"Accurate statements and a reporting package provide the financial output of controller execution."},{"name":"Policy-based revenue and expense recognition","value":"Apply Accounting Policies","valueDescription":"Applying accounting policies to revenue and expense recognition supports consistent financial reporting."}]},{"name":"Financial planning and analysis","anchor":"product-financial-planning-and-analysis","type":"Service","url":"https://corviniti.com/services/financial-planning-and-analysis/","summary":"Connects operating models, forecasts, and reporting to help companies plan cash needs, assess margins, and make better-informed financial decisions.","description":"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.","pricing":{},"features":[{"name":"Driver-based operating models","value":"Connect Planning To Business Drivers","valueDescription":"A driver-based model links operating assumptions to planning outputs, providing a common source for budgets, reforecasts, cash forecasts, and reporting."},{"name":"Cash forecasting","value":"Spot Cash Shortfalls Earlier","valueDescription":"The 13-week cash-flow model times receipts and disbursements and calculates weekly ending cash to reveal potential shortfalls."},{"name":"Budgeting and rolling reforecasts","value":"Plan And Update Financial Expectations","valueDescription":"Budgets and rolling reforecasts help companies set financial expectations and revise them as they manage the business."},{"name":"Board and lender reporting","value":"Inform Board And Lender Decisions","valueDescription":"Reporting packages translate financial information into materials for boards, investors, and lenders."},{"name":"Pricing and unit economics analysis","value":"Assess Margins And Pricing","valueDescription":"Separating costs and margins by product, job, or customer can reveal differences hidden by blended margins and support pricing decisions."},{"name":"Fundraising and lender modeling","value":"Prepare Models For Financing","valueDescription":"Financial models and materials support fundraising and loan applications, with capital-source guidance tailored to financing needs."}]},{"name":"IPO Readiness Score™","anchor":"product-ipo-readiness-score","type":"Product","url":"https://ipo.corviniti.com","summary":"Helps companies gauge IPO preparedness and identify gaps to address before filing an S-1.","description":"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.","pricing":{},"features":[{"name":"Readiness questionnaire","value":"Assess IPO Preparedness","valueDescription":"Answer 37 questions across nine readiness dimensions to evaluate preparedness for going public."},{"name":"Weighted readiness scoring","value":"Measure Readiness With A Score","valueDescription":"Weighted scoring turns assessment responses into an IPO Readiness Score to help companies gauge where they stand."},{"name":"Instant gap analysis","value":"Identify Gaps Instantly","valueDescription":"Receive an instant gap analysis to identify areas requiring attention before an IPO filing."},{"name":"IPO readiness area coverage","value":"Review Key IPO Work Areas","valueDescription":"The assessment covers key IPO preparation areas, including financial statements, technical accounting, controls, tax, governance, and close and reporting."}]}],"audiences":[],"segments":[],"faq":[],"comparisons":[],"sources":[{"url":"https://corviniti.com","text":"Corviniti"},{"url":"https://corviniti.com/services/ipo-readiness/","text":"IPO Readiness"},{"url":"https://corviniti.com/services/capital-markets-advisory/","text":"Capital Markets Advisory"},{"url":"https://corviniti.com/services/sox-internal-controls/","text":"SOX & Internal Controls"},{"url":"https://corviniti.com/services/audit-support/","text":"Audit Support"},{"url":"https://corviniti.com/services/technical-accounting/","text":"Technical Accounting"},{"url":"https://corviniti.com/services/financial-reporting/","text":"Financial reporting"},{"url":"https://corviniti.com/services/ma-advisory/","text":"M&A Advisory"},{"url":"https://corviniti.com/services/fractional-cfo-services/","text":"CFO Advisory"},{"url":"https://corviniti.com/services/outsourced-accounting/","text":"Outsourced accounting"},{"url":"https://corviniti.com/services/bookkeeping/","text":"Bookkeeping"},{"url":"https://corviniti.com/services/sec-reporting/","text":"SEC reporting"},{"url":"https://corviniti.com/services/form-s-1-preparation/","text":"Form S-1 Preparation"},{"url":"https://corviniti.com/services/foreign-private-issuer-advisory/","text":"Foreign private issuer advisory"},{"url":"https://corviniti.com/local-services/cpa-nyc/","text":"Tax preparation, planning, and representation"},{"url":"https://corviniti.com/services/controller-services/","text":"Controller services"},{"url":"https://corviniti.com/services/financial-planning-and-analysis/","text":"Financial planning and analysis"},{"url":"https://ipo.corviniti.com","text":"IPO Readiness Score™"}]}