What We Do

  • SEC filings: 10-Q and 10-K preparation, MD&A drafting, footnote disclosures, and EDGAR submission support

  • Monthly, Quarterly, & Annual Financial Statement Preparation

  • Board & Investor Reporting Packages

  • Multi-entity consolidations, intercompany eliminations, and foreign currency

  • Footnote disclosures and tie-out support

  • General ledger clean-up and historical data remediation

What we do

  • SEC filings: 10-Q and 10-K preparation, MD&A drafting, footnote disclosures, and EDGAR submission support

  • Monthly, quarterly, and annual financial statement preparation

  • Board and investor reporting packages

  • Multi-entity consolidations, intercompany eliminations, and foreign currency

  • Footnote disclosures and tie-out support

  • General ledger clean-up and historical data remediation

Case Studies

Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.

• ACCOUNTING ADVISORY

PUBLIC COMPANY

Streamlining Multi-Fund Reporting and Close Operations for a Public REIT

3

Reporting cycles optimized (monthly, quarterly, annual)

100%

Lender & partner reporting compliance maintained

A public REIT managing continuous property transactions and multi-layered reporting obligations engaged Alliance to stabilize its finance operations. Alliance optimized the GL close process, automated workpapers, and coordinated with lenders, partners, and auditors to maintain accuracy through ongoing turnover.

REAL ESTATE

• ACCOUNTING ADVISORY

PUBLIC COMPANY

Building a Public Company Reporting Function from Scratch On Time

2

First SEC filings delivered on deadline

1

Reporting platform implemented (Workiva)

Newly public with no reporting infrastructure and a tight SEC deadline, this FinTech company needed everything built from the ground up. Alliance established the reporting calendar, implemented Workiva, drafted the filings, and handed off a repeatable process to the incoming SEC Manager.

FINTECH

• ACCOUNTING ADVISORY

PRIVATE COMPANY

SEC Proxy Ready: Delivering Restated Financials Under Accelerated Post-Acquisition Deadlines

1

SEC proxy filing delivered on time

4

Technical accounting standards addressed

After being acquired by a public registrant, this digital identity company needed to restate financials, reverse private company accounting alternatives, and prepare comparative statements and MD&A for the SEC proxy, under extreme time pressure. Alliance led the full process from technical memos to auditor coordination.

TECHNOLOGY

Case Studies

Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.

• AI & ANALYTICS

PE-BACKED

From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation

20 → 2-4 Days

Invoice processing time reduced

5

AI-powered solution components deployed

A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.

PORTFOLIO COMPANY

• HUMAN CAPITAL SOLUTIONS

PE-BACKED

24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization

24

Technical hires completed

10 Months

Full build-out delivered

A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.

TECHNOLOGY

• HUMAN CAPITAL SOLUTIONS

NATIONAL FIRM

8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function

8

Professionals placed

<2 Weeks

Average time to deployment

Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.

PROFESSIONAL SERVICES

Need reporting support
for your next close or filing?

Frequently Asked Questions

Financial reporting support from Alliance includes experienced professionals sitting inside your finance function, working through the same deliverables your team is responsible for such as financial statements, board packages, SEC filings, and consolidations.

It makes sense to bring in outside support for financial reporting when timelines are compressed, when complexity exceeds current team capacity, or when a transaction, audit, or system change has introduced new reporting demands. If reporting is taking longer than it should or if the quality isn’t where it needs to be, those are signals worth exploring.

No. While we have deep experience supporting public companies with SEC reporting requirements, our financial reporting and close work spans the full spectrum including private companies, PE-backed organizations, and nonprofits.