What We Do
SEC filings: 10-Q and 10-K preparation, MD&A drafting, 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
Audit readiness assessments and pre-audit preparation programs
PBC (provided by client) list management and supporting schedule preparation
Footnote drafting, disclosure tie-out, and financial statement flux analysis
Auditor request tracking and response coordination
Internal audit support
Audit remediation for findings and material weakness resolution
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
Restoring SEC Compliance After Missed Filings, Material Weaknesses, and Restatements
100%
Outstanding SEC filings restored
1
Reporting platform implemented (Workiva)
Prolonged turnover led to missed SEC deadlines, material weaknesses, and multiple restatements at this public multimedia company. Alliance took end-to-end ownership of financial reporting by remediating errors, improving internal controls, and transitioning the company to Workiva for a more efficient, scalable reporting infrastructure.
MEDIA
• ACCOUNTING ADVISORY
PUBLIC COMPANY
Maintaining SOX Compliance and Close Accuracy Through a Critical Commercial Transition
4
Finance functions supported
100%
SOX & audit requirements met
A global vaccine innovator faced turnover, new regulatory approvals, and fluctuating inventory demands all at once. Alliance stabilized close processes, enhanced vendor accruals, implemented new inventory controls, and kept SOX and audit requirements on track through the transition to full commercialization.
LIFE SCIENCES
• ACCOUNTING ADVISORY
PE-BACKED
From 11-Month Audit Cycle to 3.5 Months and an 8-Day Close
8 Days
New close standard
3.5 Months
Audit cycle (down from 11 months)
After rapid growth and heavy turnover left a FinTech's accounting function without structure, Alliance stepped in as interim leadership by rebuilding the close cycle from scratch, overhauling GL balances, and compressing an 11-month audit backlog into a 3.5-month cycle with zero team turnover.
FINTECH
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
Audit prep starts months before your auditors arrive.
Let’s help you get ahead of it.
Frequently Asked Questions
Yes. Whether you need support building PBC schedules, managing auditor requests, preparing disclosures, or addressing an unexpected finding mid-audit, Alliance can step in at any point in the process.
That’s exactly the kind of situation we help companies move through. Remediating a finding or a material weakness requires focused attention, the right expertise, and a plan that your auditors will actually accept. Alliance has experience on both sides of that process. Let’s talk about where you are and what it will take to get to a cleaner audit.
