Client Testimonials

Frequently Asked questions

Do you serve businesses across the greater Orlando metro area?

Yes. We serve businesses throughout the greater Orlando metro area, including Winter Park, Maitland, Lake Mary, Sanford, Kissimmee, and the surrounding communities. Our work is primarily done remotely, which means our clients across Central Florida have consistent access to our advisors regardless of their specific location within the region.

We are a technology company in Orlando preparing for our first institutional financing round — how can you help?

A first institutional financing round surfaces a predictable set of accounting demands: revenue recognition analysis under ASC 606, software capitalization policy under ASC 350-40, equity instrument accounting under ASC 480 and ASC 815 for any SAFEs or convertible notes issued, and audit-ready financial statements that can withstand investor due diligence. We work with Orlando technology companies through this process — addressing the technical accounting issues before they surface in due diligence and preparing the financial reporting infrastructure that institutional investors expect.

How do we get started with accounting advisory services?

The best starting point is a conversation about your specific situation — the accounting question you are facing, the transaction you are navigating, or the financial reporting gap you are trying to close. We conduct a no-obligation initial consultation to understand your needs and determine whether our services are the right fit. Contact us to schedule that conversation.

explore our full range of accounting advisory services

ASC 805 Purchase Accounting Services

M&A Accounting Advisory Services

Accounting Advisory Services for Private Equity

Purchase Price Allocation Services

Business Combination Accounting Services

Post-Acquisition Accounting Support

ASC 606 Revenue Recognition Advisory Services

ASC 606 Contract Review Services

Goodwill Impairment Testing Services

CFO Advisory Services

Budgeting & Forecasting Services

Cash Flow Forecasting Services

Technical Accounting Advisory Services

GAAP Compliance Services

Accounting Policy Development Services

Complex Accounting Advisory Services

Accounting Standard Implementation Services

ASC 606 & ASC 842 Implementation Services

ASC 842 Lease Accounting Services

Debt and Equity Accounting Services

Software Capitalization Services

Fractional Accounting Services

Fractional CFO Services

Virtual CFO Services

Fractional Controller Services

Bookkeeping Services for Businesses

Contact our CPA Firm

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