Build for the next milestone.
Start with the finance foundation.
GAAP conversion, audit readiness, and entity structure decisions all take longer to get right than founders expect. OICPA helps growth-stage and pre-IPO companies build that infrastructure before a deal timeline forces the issue.
More moving parts.
More reason to connect them.
Books built for a private, founder-led company are rarely built to the standard a fundraise, acquisition, or public listing actually requires. The gap, inconsistent revenue recognition, missing equity accounting reconciliation, no real internal controls, is usually discovered during due diligence or a PCAOB-standard audit, at exactly the point in the timeline when there is the least room to fix it calmly.
Why a connected approach matters
Deal and listing timelines are set by bankers, investors, and lawyers who want to move once the window opens. The accounting work needed to be ready for that moment runs on a different, usually longer clock. Which is why it needs to start well before the transaction is imminent.
This might be your starting point.
A fundraise, acquisition, or listing is somewhere on the roadmap
Due diligence surfaced a gap in historical financials
A PCAOB-standard audit is coming and books have never been through one
Practical support.
Built around your priorities.
GAAP conversion, audit readiness, and finance infrastructure sequenced ahead of a deal timeline, not scrambled during one.
Delaware C-Corp structure
The entity structure most institutional investors require before writing a check, set up correctly from the start rather than converted under deal pressure.
GAAP conversion and clean historical financials
Multi-year financials rebuilt to a consistent accrual standard before a due diligence process or audit begins.
Audit and SOX readiness
Internal controls and documentation built ahead of a PCAOB-standard audit, not scrambled together mid-process.
Finance function that scales with growth
Outsourced accounting and management reporting that graduate into full internal finance leadership as headcount grows.
Tax provision and pre-listing structure
The income tax provision your audited financial statements need, and a review of structure and NOL limitations while changes are still easy to make.
Here’s how we
move forward together.
A typical engagement path, tailored to your records, scope, and priorities. Timing is agreed together.
Week 1
Facts and documents
Historical financials, cap table, and current accounting practices reviewed against public-company expectations.
Days 15-30
Diagnostic model
The gap between current books and audit/S-1 readiness identified honestly, with a realistic timeline attached.
Days 30-60
Cleanup and first moves
GAAP conversion, equity accounting reconciliation, or control design work started on the highest-risk areas first.
Quarterly
Recurring cadence
Ongoing finance support scales with the company as the deal timeline moves closer.
Start with an audit readiness / GAAP diagnostic
An honest assessment of how far your current books are from what an audit or S-1 will actually require.
Explore your service options.
IPO Readiness Assessment
Find out how far your books, controls, and reporting are from what a PCAOB audit and an S-1 or F-1 will require — and what it will take to close the gap.
IPO Readiness Accounting
Prepare the books, financial statements, controls, and tax positions a public listing requires — alongside your independent PCAOB-registered auditor.
Technical Accounting Advisory
Get the hard accounting questions answered and documented before your auditor or the SEC staff asks them.
IPO Tax Provision & Structuring
Get the tax numbers in your financial statements right, and review the structure before the listing makes it harder to change.
Outsourced Accounting
Put recurring accounting work in the hands of a team with defined tasks, review dates, and reporting responsibilities.
Entity & Compliance
Track entity registrations, recurring filings, and ownership changes that affect your business.
Your questions,
answered.
Other Clients We Support
Discuss Your Tax & Accounting Needs
Tell us what you’re building, planning, or trying to resolve.
Talk to a CPA