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.

• 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

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.