Technical & Strategic

At DLA, our Accounting Advisory professionals assist finance leaders in addressing the accounting and financial reporting challenges facing their businesses. These services are comprised of technical accounting assistance, audit preparation and facilitation, outsourced CFO and Controllers, augmenting accounting and finance functions with experienced team members, IPO readiness and post-IPO SEC compliance support, establishing or improving the finance and accounting organization, and mergers and acquisition transaction support and accounting.

Common reasons why clients engage us

  • Navigating and implementing complex accounting standards and issues such as revenue recognition, lease accounting, business combinations, and debt and equity transactions
  • 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 pre-IPO SOX readiness, implementing or updating SOX documentation and testing

Accounting Advisory Services

Accounting Research and Standards Implementation

As financial reporting requirements become increasingly complex and global regulations expand, organizations need advanced accounting capabilities with accurate reporting. It’s important, therefore, to leverage the right advice when addressing a range of increasingly complex accounting areas, including matters such as business combinations, impairments, consolidation, financial instruments, valuation, complex contracts and arrangements, and transaction-related accounting and financial reporting.

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Audit Preparation and 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.

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Finance Effectiveness: Establishing or Improving the Finance and Accounting Organization

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 the while keeping up-to-date with accounting and reporting compliance. With today’s competitive environment, the finance function must do more with less.

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IPO Readiness and Post IPO SEC Compliance 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.

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M&A Transaction Support and Accounting

Organizations need the ability to effectively execute a transformational event such as an acquisition, merger, or divestiture. Successfully executing a deal is the materialization of a growth strategy and sends a strong message about the direction of an organization. Achieving deal success requires the ability to navigate challenging transaction accounting and reporting in order to mitigate risks and unexpected results.

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Part-time / Interim Outsourced CFO, Controller and other Accounting Roles

Frequently, companies are left with inadequate accounting and financial leadership to execute on critical initiatives. Our professionals assist with addressing the needs of companies that need interim or part-time support, as well as help private equity firms as they integrate portfolio companies and create value throughout the investment life cycle.

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  Meet the Experts

Scott Levy, CPA

Partner - New England Practice and Accounting Advisory Group Leader



Managing Director - Accounting Advisory


Gary Greenstein, CPA CGMA

Managing Director - Outsourcing Practice Leader


Jesse Liszkiewicz, CPA

Director - Accounting Advisory