Accounting & Financial Operations
Accounting & Financial Operations
At DLA, our Accounting & Financial Operations professionals assist finance leaders in addressing accounting, financial reporting, and operational challenges. These services are comprised of technical accounting assistance (complex accounting support, audit preparation and facilitation readiness, IPO readiness and post-IPO SEC compliance, valuation services)[IB1.1], 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
Supporting IPO readiness initiatives and preparation of SEC registration statements
Navigating and implementing complex accounting standards, including revenue recognition, lease accounting, business combinations, debt and equity transactions, and current expected credit losses (CECL)
Serving as an outsourced accounting function, enabling management to focus on core business priorities
Preparing financial statements and supporting workpapers to streamline the external audit process and reduce internal burden
Assisting with accounting and finance personnel transitions, including interim support during organizational change
Providing valuation services for business enterprises, equity interests, tangible and intangible assets, stock-based compensation, and derivatives for financial and tax reporting purposes
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, including first-time adoption
- Assist in converting International Financial Reporting Standards (IFRS) to U.S. Generally Accepted Accounting Principles (US GAAP)
- Assist in converting Tax-basis or cash-basis to 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:
- Act as an extension of the accounting team
- Prepare the supporting work papers and financial statements
- Handle technical accounting issues
- Assist with responding to auditors’ inquiries
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:
- Assist in the reporting and accounting of business combinations
- Assist with the identification and valuation of intangible assets
- Assist in the integration of the newly acquired business
- Assist in the divestiture of a business (carve-out financial statement preparation)
Finance Transformation
The Finance Transformation team partners with CFOs, finance leaders, and private equity sponsors to strengthen the finance operating backbone, accelerating close and reporting, improving confidence in the numbers, and increasing real-time visibility into performance. Our team delivers measurable value through transformation and process efficiency by simplifying workflows, reducing manual effort, and enabling scalable, well-controlled operations.
What We Do:
- Financial close transformation. Standardize and redesign month-end close, reconciliation, and consolidation processes to reduce cycle time, eliminate manual workarounds, and improve reporting accuracy across single and multi-entity organizations.
- Process optimization. Evaluate finance and accounting workflows to identify inefficiencies, redundancies, and control gaps, then redesign and streamline processes to reduce manual effort, improve accuracy, and build a more scalable operating foundation.
- KPI frameworks and management reporting. Define consistent, reliable metrics and build a repeatable reporting infrastructure that meets the standards of management, boards, lenders, and sponsors, delivered on a predictable cadence.
- Finance org design and governance. Align roles, responsibilities, and accountability structures to support growth, post-acquisition integration, and operational scale, including interim leadership support during periods of transition.
- ERP and finance system optimization. Improve how existing systems are configured and used to increase adoption, strengthen controls, and reduce the manual effort created by underutilized or poorly integrated technology.
- Data integration and AI strategy. Connect finance, operational, and commercial data sources to establish a single source of truth, and develop AI-enabled workflows that enhance analytical capability, reporting integrity, and finance function efficiency.
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 Bunctions
- 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
JOSEPH BAKUTES, CPA
ISABELLE BORDAS, CPA
JAMES MCGURN
