# Corviniti

- Status: Unclaimed: compiled by Nowen from public sources, not reviewed by the company
- Industry: Accounting
- Market category: Accounting Services (https://nowen.ai/category/accounting-services)
- Delivery model: services
- Location: New York, New York, United States
- Website: https://corviniti.com
- AI agent profile: https://nowen.ai/agents/corviniti-com
- Updated: 2026-11-10
- Directory: one of 110 AI agents in Accounting (https://nowen.ai/industry/accounting); one of 111 AI agents in Accounting Services (https://nowen.ai/category/accounting-services)
- Read by AI assistants from: OpenAI, Perplexity

> Corviniti provides CPA-led accounting and advisory services to help growing and public companies manage complex reporting, audit, transaction, and finance needs.

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.

## Products & Services

### [IPO Readiness](https://corviniti.com/services/ipo-readiness/)
*Service*
Identify and close accounting, audit, controls, tax, and reporting gaps to prepare for an effective S-1 and public-company requirements.
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.

- **S-1 financial statements and PCAOB audit uplift** — Prepare Financials For PCAOB Audit
- **IPO readiness assessment** — Identify And Prioritize Filing Gaps
- **Technical accounting positions** — Document Defensible Accounting Positions
- **SOX controls readiness** — Build Controls For Public-Company Requirements
- **Public-company close and reporting team** — Establish A Reliable Reporting Close
- **Public-company tax provision** — Prepare The Public-Company Tax Provision
- **Governance and audit committee readiness** — Prepare Governance For The Listing

### [Capital Markets Advisory](https://corviniti.com/services/capital-markets-advisory/)
*Service*
Helps companies prepare filing-ready financial information and coordinate accounting work to keep capital-markets transactions on schedule.
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.

- **Registration form and financial statement scoping** — Scope Registration Forms And Financial Requirements
- **Filing-ready financial statements** — Prepare Filing-Ready Financial Statements
- **Registration statement and pro forma support** — Build MD&A And Pro Forma Disclosures
- **Comfort letter and tie-out support** — Coordinate Comfort Letters And Tie-Outs
- **Deal-calendar and staleness-date management** — Manage Filing Calendars And Staleness Dates
- **IPO, SPAC, and direct listing support** — Support IPOs, SPACs, And Direct Listings
- **Pre-IPO stock valuation support** — Document Pre-IPO Stock Valuations
- **Technical accounting and SEC comment support** — Resolve Technical Accounting And SEC Comments

### [SOX & Internal Controls](https://corviniti.com/services/sox-internal-controls/)
*Service*
Builds a right-sized, audit-ready SOX program that helps finance teams address control risks and prepare for applicable reporting and attestation requirements.
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.

- **SOX program design and testing** — Build A Right-Sized SOX Program
- **Risk-based SOX scoping** — Focus Controls On Relevant Risks
- **IT general controls** — Strengthen The IT Control Foundation
- **Entity-produced information validation** — Validate Information Behind Key Controls
- **Control deficiency evaluation** — Evaluate Deficiencies With Discipline
- **SOX reporting and 404 readiness** — Prepare For Applicable SOX Requirements
- **SOC report and user-control review** — Review SOC Reports And User Controls
- **Control remediation** — Address Control Gaps

### [Audit Support](https://corviniti.com/services/audit-support/)
*Service*
Helps companies prepare audit-ready materials, resolve issues, and manage audit requests so audits stay on schedule and teams stay focused on the business.
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.

- **Audit readiness assessment** — Identify And Fix Findings Before Fieldwork
- **Prepared-by-client package preparation** — Prepare Tied-Out Schedules And Audit Evidence
- **Technical accounting position memos** — Document Judgments Before Auditors Test Them
- **Audit request management and issue resolution** — Track Requests And Resolve Open Issues
- **Auditor coordination and fieldwork support** — Coordinate Audit Work And Support Fieldwork
- **Restatement analysis and support** — Assess Errors And Support Restatement Work
- **SEC comment-letter response** — Prepare Responses With Supporting Analysis
- **Control deficiency assessment** — Evaluate Deficiencies And Guide Responses

### [Technical Accounting](https://corviniti.com/services/technical-accounting/)
*Service*
Resolve complex accounting judgments with documented positions that help financial statements and filings stand up to auditor and regulatory review.
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.

- **Debt and equity classification** — Classify Complex Financial Instruments
- **Audit-ready accounting memos** — Prepare Memos Auditors Can Test
- **Revenue recognition** — Document Revenue Recognition Positions
- **Lease accounting** — Clarify Lease Accounting Treatment
- **Business combination accounting** — Document Business Combination Accounting
- **Stock compensation accounting** — Support Stock Compensation Accounting
- **Digital asset accounting** — Document Digital Asset Accounting
- **Valuation and impairment position papers** — Support Valuation And Impairment Judgments

### [Financial reporting](https://corviniti.com/services/financial-reporting/)
*Service*
Provides complete, supported financial statements and disclosures that help companies prepare for audits, transactions, and SEC filings.
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.

- **US GAAP and IFRS financial statements** — Prepare Audit-Ready Financial Statements
- **Supporting schedules and tie-outs** — Support Balances With Reconciled Schedules
- **Footnotes and disclosure packages** — Build Fact-Based Disclosure Packages
- **SEC-grade reporting** — Prepare Regulation S-X Reporting
- **IFRS and US GAAP conversions** — Reconcile Framework Differences
- **Multi-entity and multi-currency consolidations** — Consolidate Entities And Currencies
- **Cash flow, equity, and interim statements** — Prepare Interim And Core Statements
- **Going concern assessment** — Assess Going Concern

### [M&A Advisory](https://corviniti.com/services/ma-advisory/)
*Service*
Gives buyers and sellers audit-grade deal numbers and transaction accounting to evaluate value, support negotiations, and manage accounting after closing.
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.

- **Quality of earnings analysis** — Test Earnings Quality
- **Purchase price bridge** — Clarify Deal Value
- **Working capital and net debt schedules** — Support Price Adjustments
- **Purchase accounting** — Prepare Purchase Accounting
- **Earnout classification** — Classify Earnout Payments
- **Carve-out financial statements** — Prepare Carve-Out Statements

### [CFO Advisory](https://corviniti.com/services/fractional-cfo-services/)
*Service*
Gain CFO-level financial leadership for cash, capital, pricing, and reporting without committing to a full-time hire.
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.

- **CFO engagement fit and scope** — Choose The Right CFO Model
- **Fractional CFO leadership** — Access Senior Finance Leadership
- **Cash flow forecasting and management** — See Cash Shortfalls Earlier
- **Cash and capital strategy** — Plan Cash And Funding
- **Interim CFO coverage** — Maintain Finance Continuity
- **Pricing and unit economics** — Identify Profitable Products And Customers
- **Board, investor, and lender reporting** — Deliver Stakeholder-Ready Reporting
- **Outsourced CFO function** — Staff The CFO Function
- **CFO succession and handoff** — Prepare A Full-Time CFO Handoff
- **Finance function development** — Build Finance Capacity

### [Outsourced accounting](https://corviniti.com/services/outsourced-accounting/)
*Service*
Get a senior-led, scalable accounting function with timely reporting and audit-ready records, without building a full in-house department.
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.
- Categories: Accounting Services (https://nowen.ai/category/accounting-services)

- **End-to-end accounting operations** — Run The Whole Accounting Function
- **Disciplined monthly close** — Deliver Timely Monthly Reporting
- **Senior-led review** — Add Experienced Review
- **Audit readiness** — Prepare Records For Audit
- **Scalable finance function** — Scale Support As Needs Change
- **Integrated technical accounting and audit support** — Coordinate Support Through One Firm
- **Stage-appropriate accounting systems** — Use Systems Suited To Your Stage
- **Documented in-house handoff** — Support A Documented Team Handoff

### [Bookkeeping](https://corviniti.com/services/bookkeeping/)
*Service*
Keep accurate, current books and get reliable financial reporting, tax-ready records, and support for audits, lending, and diligence.
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.

- **Monthly account reconciliations** — Verify Every Account Each Month
- **Fixed-calendar monthly close** — Close Books On A Reliable Schedule
- **Transaction coding and chart of accounts** — Organize Transactions For Clear Reporting
- **Monthly financial statements and reporting** — Use Current Financials To Understand Performance
- **Tax-ready year-end package** — Prepare A Cleaner Tax Handoff
- **Audit- and diligence-ready records** — Support Audits And Diligence Requests
- **Catch-up and cleanup bookkeeping** — Restore Accurate, Reconciled Books
- **Payables, receivables, payroll, and contractor reporting** — Track Key Operating Transactions
- **Multi-entity bookkeeping** — Coordinate Reporting Across Entities
- **Accounting systems and migration support** — Use Systems That Fit Your Stage
- **Cash flow forecasting and KPI reporting** — Turn Bookkeeping Data Into Planning Inputs
- **Flat monthly pricing** — Plan Around A Predictable Monthly Fee

### [SEC reporting](https://corviniti.com/services/sec-reporting/)
*Service*
Helps companies manage SEC reporting requirements and prepare timely, review-ready filings and disclosures.
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.

- **Form 10-K and 10-Q preparation** — Prepare Annual And Quarterly Filings
- **Reporting calendar and filer status** — Manage Reporting Deadlines
- **Form 8-K trigger management** — Track And Prepare 8-K Filings
- **Non-GAAP measure and KPI governance** — Apply Consistent Disclosure Policies
- **SEC comment-letter responses** — Respond To SEC Comments
- **Disclosure support** — Support Filing Disclosures
- **Proxy filing preparation and review** — Prepare And Review Proxy Filings

### [Form S-1 Preparation](https://corviniti.com/services/form-s-1-preparation/)
*Service*
Builds and supports the financial half of an S-1 through review and pricing, helping issuers keep filing work organized, supported, and on schedule.
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.

- **S-1 financial statements and F-pages** — Prepare Filing-Ready Financial Statements
- **Regulation S-X compliance** — Align Financial Information With Regulation S-X
- **MD&A and financial content** — Draft MD&A And Financial Disclosures
- **Financial tie-out binder** — Tie Every Document Number To Support
- **Filing timeline and coordination** — Coordinate Filing Milestones And Parallel Tracks
- **SEC comment response support** — Support Responses With Accounting Analysis
- **Staleness refresh and interim close support** — Refresh Financials And Support The Flash Close
- **Offering-effect pro forma financial information** — Prepare Offering-Effect Pro Forma Information
- **Pricing and final prospectus support** — Support Pricing And Final Prospectus Mechanics

### [Foreign private issuer advisory](https://corviniti.com/services/foreign-private-issuer-advisory/)
*Service*
Helps foreign private issuers prepare IFRS-based financial statements and reporting support for Form F-1 and F-4 filings.
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.

- **Form F-1 and F-4 support** — Support Form F-1 And F-4 Filings
- **IFRS financial statements** — Prepare IFRS Financial Statements
- **US GAAP reconciliations** — Reconcile IFRS And US GAAP

### [Tax preparation, planning, and representation](https://corviniti.com/local-services/cpa-nyc/)
*Service*
Get tax returns prepared, year-round decisions planned, and tax notices handled by a licensed CPA familiar with federal, state, and city requirements.
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.

- **Business and personal tax return preparation** — Prepare Business And Personal Returns
- **Tax authority representation** — Get Representation Before Tax Authorities
- **Year-round tax planning** — Plan Tax Decisions Throughout The Year
- **Licensed CPA accountability** — Work With A Licensed CPA
- **New York City residency examination support** — Respond To City Residency Examinations
- **Coordinated business and owner returns** — Coordinate Business And Owner Returns

### [Controller services](https://corviniti.com/services/controller-services/)
*Service*
Keep monthly financial operations disciplined and deliver accurate, timely financial statements supported by reconciled account balances.
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.

- **Monthly close execution** — Deliver Timely Monthly Financials
- **Account reconciliations** — Support Account Balances
- **Financial statement preparation** — Prepare Accurate Financial Statements
- **Policy-based revenue and expense recognition** — Apply Accounting Policies

### [Financial planning and analysis](https://corviniti.com/services/financial-planning-and-analysis/)
*Service*
Connects operating models, forecasts, and reporting to help companies plan cash needs, assess margins, and make better-informed financial decisions.
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.

- **Driver-based operating models** — Connect Planning To Business Drivers
- **Cash forecasting** — Spot Cash Shortfalls Earlier
- **Budgeting and rolling reforecasts** — Plan And Update Financial Expectations
- **Board and lender reporting** — Inform Board And Lender Decisions
- **Pricing and unit economics analysis** — Assess Margins And Pricing
- **Fundraising and lender modeling** — Prepare Models For Financing

### [IPO Readiness Score™](https://ipo.corviniti.com)
*Product*
Helps companies gauge IPO preparedness and identify gaps to address before filing an S-1.
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.

- **Readiness questionnaire** — Assess IPO Preparedness
- **Weighted readiness scoring** — Measure Readiness With A Score
- **Instant gap analysis** — Identify Gaps Instantly
- **IPO readiness area coverage** — Review Key IPO Work Areas

## Sources

- [Corviniti](https://corviniti.com)
- [IPO Readiness](https://corviniti.com/services/ipo-readiness/)
- [Capital Markets Advisory](https://corviniti.com/services/capital-markets-advisory/)
- [SOX & Internal Controls](https://corviniti.com/services/sox-internal-controls/)
- [Audit Support](https://corviniti.com/services/audit-support/)
- [Technical Accounting](https://corviniti.com/services/technical-accounting/)
- [Financial reporting](https://corviniti.com/services/financial-reporting/)
- [M&A Advisory](https://corviniti.com/services/ma-advisory/)
- [CFO Advisory](https://corviniti.com/services/fractional-cfo-services/)
- [Outsourced accounting](https://corviniti.com/services/outsourced-accounting/)
- [Bookkeeping](https://corviniti.com/services/bookkeeping/)
- [SEC reporting](https://corviniti.com/services/sec-reporting/)
- [Form S-1 Preparation](https://corviniti.com/services/form-s-1-preparation/)
- [Foreign private issuer advisory](https://corviniti.com/services/foreign-private-issuer-advisory/)
- [Tax preparation, planning, and representation](https://corviniti.com/local-services/cpa-nyc/)
- [Controller services](https://corviniti.com/services/controller-services/)
- [Financial planning and analysis](https://corviniti.com/services/financial-planning-and-analysis/)
- [IPO Readiness Score™](https://ipo.corviniti.com)