CFGI is an established leader in delivering expert technical accounting services to corporations and their investors. The team works alongside clients to solve their most complex and critical finance and accounting issues, from revenue recognition and business combinations through restatements and SEC comment responses, at every stage of the business lifecycle.
Accounting complexity is accelerating. New standards, transaction volume, regulatory scrutiny, and the push toward audit readiness are all landing on the same teams at the same time. These four dynamics are showing up in nearly every technical accounting engagement we run.
ASC 606, 842, CECL, and the wave of pronouncements that followed have permanently raised the bar on documentation and disclosure. Operationalizing each one requires senior accounting judgment, not just a checklist run through a legacy team.
Business combinations, purchase price allocations, carve-outs, and reverse mergers each generate accounting issues that have to be resolved correctly the first time. Errors surface during audit and restatements are costly.
Comment letters arrive. XBRL tagging creates new exposure. Pre-clearance conversations go sideways. Companies heading toward an IPO or public company filing need senior technical support that has lived inside the S-1 process before.
The firm running the audit cannot prepare the technical memos, draft the disclosures, or work through the accounting alongside management. CFGI can, with Big Four depth and no independence restriction in the way.
CFGI covers the full range of complex accounting matters. Engagements run from a single technical memo through comprehensive audit support, IPO readiness, and ongoing public company reporting, sized to what the team actually needs.
A defined scope, fixed deliverable, and named timeline. A technical memo, a single restatement project, a purchase price allocation, or an IFRS-to-GAAP conversion. Senior practitioners assigned from kick-off through final review.
Best for: standalone accounting issues that need resolution before an audit, transaction, or filing.
CFGI integrates alongside the audit process, preparing documentation, managing requests, drafting SEC responses, and handling the technical accounting work that auditor independence prevents the external firm from doing.
Best for: companies heading into a first-time or recurring audit that need senior technical depth working alongside the internal team.
Transitional finance and technical accounting resources that scale up and down with the business. From a single VP of Technical Accounting through a full embedded team covering quarterly and annual cycles.
Best for: IPO-stage and public companies that need consistent senior coverage without committing to a permanent hire at every level.
CFGI professionals provide clients with all the expertise of a Big Four national office and the attentiveness of a boutique firm. We use our knowledge of various audit firm preferences to deliver positions that hold up under scrutiny, without the independence constraints that limit what the external auditor can do alongside management.
Independence restrictions mean the external audit firm cannot prepare the technical memos, draft the financial statements, or work through the accounting alongside management. CFGI fills that gap with senior professionals who know exactly what the auditor is looking for.
Business combinations, carve-outs, reverse mergers, and SPACs each generate accounting questions that need definitive answers before the financial statements close. Deferring creates audit friction and restatement risk.
Operationalizing ASC 606, 842, CECL, or any major new pronouncement requires senior judgment on how it applies to the company’s specific contracts, leases, or financial instruments, not a generic implementation template.
Comment letters on revenue recognition, non-GAAP measures, segment reporting, or MD&A require thoughtful, defensible responses drafted with full awareness of SEC staff priorities and prior correspondence. The wrong response reopens the conversation.
Foreign private issuers entering U.S. capital markets and international acquisitions targeting U.S. buyers both require IFRS-to-GAAP conversions that are accurate, fully documented, and audit-ready within a compressed timeline.
The S-1 process triggers a simultaneous review of revenue recognition, stock-based compensation, warrants, earn-outs, and three years of financial statements for Reg. S-X compliance. Senior embedded technical accounting support is the difference between a smooth review and a multi-round SEC comment process.
The accounting issues that arise at a startup are different from those that define an IPO or a public company’s annual cycle. CFGI is positioned to provide the right depth at the right stage, with a team that has lived inside each phase.
Technical accounting support that creates defensible positions from day one, so the company is not unwinding mistakes when the auditor or the buyer arrives.
Senior practitioners embedded in the IPO process, covering every accounting workstream that the external auditor cannot own alongside management.
Ongoing technical accounting support that covers the full public company reporting cycle and the complex matters that arrive without warning during it.
Senior Managing Partner | Technical Accounting National Practice Leader
Leads CFGI’s Technical Accounting practice nationally. Deep expertise supporting CFOs and audit committees through complex accounting standards, IPO readiness, SEC reporting, and major transaction accounting.
Partner | Technical Accounting National Practice Leader
National practice leader in CFGI’s Technical Accounting group. Specializes in revenue recognition, business combinations, SEC comment letter responses, and financial statement preparation across public company and IPO engagements.
From a single technical memo through full IPO readiness or public company reporting support. Same senior team, sized to what the moment requires.