Accounting Advisory
Accounting Advisory Services
At DLA, our Accounting Advisory professionals assist finance leaders in addressing accounting, financial reporting, and operational challenges. These services are comprised of technical accounting assistance (audit preparation and facilitation, IPO readiness and post-IPO SEC compliance), outsourced services (CFO, controllers, staff augmentation), establishing or improving the finance and accounting organization, merger & acquisition transaction support, accounting optimization, and transition assistance.
Common reasons why
clients engage us
Navigating and implementing complex accounting standards and issues such as revenue recognition, lease accounting, business combinations, debt, and equity transactions, and current expected credit losses (CECL)
Acting as an outsourced accounting function so the organization can focus on core business needs
Preparing financial statements and work-papers to minimize the stress and time commitment in preparation for an external audit
Assisting with IPO readiness and SEC registration
statements
Assisting with accounting/finance staff or organizational transitions
Accounting Research & Standards Implementation
Organizations need a comprehensive action plan to interpret accounting requirements, identify key issues to manage, process revisions, adjust accounting systems and revise internal controls.
It is important to leverage the right advice when addressing a range of increasingly complex accounting areas, including matters such as business combinations, impairments, consolidation, financial instruments and transaction-related accounting and financial reporting.
What We Do:
- Navigate through complex accounting matters such as revenue recognition, lease accounting, business combinations, debt, and equity transactions and CECL
- Aid with the implementation of new or recently adopted accounting standards such as revenue recognition, leasing, and CECL by offering comprehensive plans for implementation and go-forward accounting
- Assist in converting International Financial Reporting Standards (IFRS) to U.S. Generally Accepted Accounting Principles (US GAAP)
Audit Preparation & Support
In today’s dynamic business and regulatory environment, financial reporting is constantly changing. Lean finance teams may not have the required financial resources and talent to prepare and navigate through a financial statement audit. Our professionals can support companies through all phases of the audit.
What We Do:
- Augment your team with our experienced team members
- Prepare the supporting work-papers and financial statements
- Handle technical accounting issues
- Assist in dealing with auditors
Finance Consulting
Every company needs a trusted business finance consultant to provide finance consulting services. For small and medium-sized companies, the needs may vary and include, but are not limited to, assistance with banking, financing, internal controls, risk management and financial planning from a CFO. Other finance consulting services include tax strategies, financial tips, regulatory compliance, etc. The main role of a CFO is to provide a strategy in order to assist the company in gaining a competitive advantage in the marketplace. Our services include:
What We Do:
- Financial Benchmarking
- Financial Forecasting
- Financial Modeling
Finance Effectiveness
CFOs face a complex, constantly changing business environment in which growth strategies need to be supported by a flexible organization that delivers transparent, efficient, forward-looking insight, manages risk and compliance, effectively leverages capital, and maximizes liquidity, all while keeping up to date with accounting and reporting compliance. With today’s competitive environment, the finance function must do more with less.
Our team has extensive experience with financial management and operations. We help our clients develop high performing, cost-effective finance functions with streamlined and standardized processes that focus on adding insight to the business while delivering effective controls and increased efficiency.
What We Do:
- Establish or improve the finance and accounting organization
- Help to improve the accounting close, budgeting and forecasting, and internal and external financial reporting processes
- Design, implement and/or enhance internal controls
- Write or update policies and procedures
IPO Readiness & Support
Taking a company public can be a challenging and lengthy process. Most private companies considering an IPO do not have adequate personnel depth or financial processes to adequately respond to the rigors of public company reporting compliance. Our team has the IPO and SEC reporting expertise required to assist organizations with the preparation of documents vital to the IPO process, as well as handling the complex array of components essential to going public.
What We Do:
- Manage the financial aspects of going public, including the S-1 financial related information and financial statement exhibits
- Prepare and/or review SEC filings such as 10-Ks and 10-Qs
- Lend support with IPO SOX readiness, the implementation or updating of SOX documentation and testing
M&A Transaction Support
Organizations need the ability to effectively execute a transformational event such as an acquisition, merger, or divestiture. Achieving deal success requires the ability to navigate challenging transaction accounting and reporting to mitigate risks and unexpected results. And the first 100 days following the close of a transaction are critical to the ultimate success of the deal.
Using our technical accounting expertise and deep operational know-how, we provide clients with integrated support during critical transition periods. Our professionals assist with addressing the needs of companies, as well as helping private equity firms as they integrate portfolio companies and create value throughout the investment life cycle. Our team becomes a crucial extension of your team, bridging the gap between value creation strategy and on-the-ground execution.
What We Do:
- Perform due diligence and prepare the quality of earnings reports
- Advise on the structuring of key accounting elements of a transaction
- Assist in the reporting and accounting of business combinations
- Assist in the integration of newly acquired business
- Assist in the divestiture of a business (carve-out financial statement preparation)
Quality of Earnings Services
DLA LLC’s accounting advisory practice provides Quality of Earnings services to support a company’s M&A activities. These services assess the quality and sustainability of a potential target company. These services assess financial information, identify adjustments to normalize key performance indicators such as revenues, earnings, working capital, and more.
Outsourced Accounting & Interim Staffing
Outsourced Accounting Advisory
We provide outsourced accounting and finance solutions that scale with your business, serving as a seamless extension of your team so you can stay focused on growth. Our expertise is rooted in internal audit, accounting advisory, and financial reporting standards, giving us the insight to deliver tailored services that go beyond traditional bookkeeping. From back-office support to financial reporting and analysis, we provide timely, actionable data that empowers management teams to make smarter decisions. By leveraging detailed financial metrics and cash flow analysis, we help companies maximize profitability, improve visibility into their financial position, and forecast future performance with confidence.
Our Services:
- Accounts payable
- Accounts receivable
- Cash flow forecasting
- Comprehensive back-office solutions
- Controllership over accounting & finance departments
- Financial reporting
- Forecasting, budgeting, and FP&A functions
- Month-end close & reconciliation
- Operational reporting
- Outsourced accounting
- Outsourced CFO and CAO executive functions
- Outsourced controller services
- Revenue & expense processing
- Treasury management
Interim Staffing
Our team possesses a deep understanding of the job market, helping employers who seek a reliable partner to attract and secure high-caliber candidates for interim and temporary-to-permanent placement. Leveraging our extensive industry insight and wide-reaching network, we focus on identifying individuals who not only excel in their field but also align with the long-term needs and workplace culture of our clients. We delve deeply into each candidate’s history and qualifications to ensure a seamless and enduring match for our client’s staffing needs.
Interim Roles We Cover:
- Accounting Manager
- Accounts Payable
- Accounts Receivable
- Assistant Controller
- Billing Clerk
- Bookkeeper
- CAO
- CFO
- Controller
- Cost Accountant
- Director of Finance
- Forensic Accountant
- Internal Auditor
- Investment Accountant
- Payroll Clerk
- Revenue Accountant
- Technical Accountant
- Senior Accountant
- Staff Accountant
DLA’s New Strategic Investment: TGG Accounting
DLA recently made a strategic investment in TGG Accounting, a premier provider of outsourced accounting and CFO consulting services to companies across a wide range of industries. Through this investment, DLA will significantly enhance its outsourced accounting offering and expand its near-shore and off-shore resourcing capacity.
TGG is a recognized leader in outsourced accounting services, serving as the strategic CFO, controller, accounting manager and staff accountant for over 200 companies currently across more than 30 states. Through this investment, DLA will significantly enhance its outsourced accounting offering and expand its near-shore and off-shore resourcing capacity.
Meet the Experts
