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.
• Business Systems & Transformation
REIT
Integrating Finance Operations Following a Complex Acquisition
Accelerated Integration
Unified accounting operations under an aggressive timeline
Stronger Finance Operations
Improved processes, reporting, and financial consistency
Alliance provided experienced accounting and finance support to help a REIT integrate a newly acquired family-owned business operating on different systems, processes, and accounting practices. Working within an aggressive timeline, Alliance helped align financial operations, establish consistent processes, and support a smoother transition while allowing the internal team to remain focused on critical day-to-day priorities.
REAL ESTATE
• ACCOUNTING ADVISORY
ENERGY COMPANY
Strengthening Financial Readiness for a Critical Capital Raise
Reduced Risk
Stronger accounting processes and controls
Greater Readiness
Improved capital raise preparation
Alliance provided senior-level accounting support to help a growing energy company strengthen financial processes, controls, documentation, and reporting ahead of a capital raise. The engagement reduced financial risk, improved the quality and consistency of investor-facing information, and increased speed to market without overburdening the internal team.
ENERGY
• ACCOUNTING ADVISORY
PUBLIC Consulting Firm
Saved 60 Hours Per Month: Leveraging AI to Drive Automation
GL Manager
Interim Support
60 Hours Saved
AI Automation
What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.
GovCon
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.
