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Technical Accounting Consulting

Our Technical Accounting Consultants (TAC) team is led by experienced accountants and consultants with a mix of Big 4 public accounting experience and private industry experience.

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ASC 606 revenue recognition adoption, implementation,

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Audit readiness, preparation, and ongoing support

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ASC 718 stock-based compensation and equity accounting

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Technical memo drafting and policy best practices

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Internal audit support and internal control implementation

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On-demand expert advice on new and emerging guidance

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Business Combinations

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IPO and de-SPAC readiness

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SEC filings, financial reporting, and compliance

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Quarterly cadence and cut-off procedures

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Interim financial reporting period management

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SOX 404 compliance, process flowcharts, docs, and narratives

Use These Financial Reports For Business Decisions By BIZNAME

How do you make financial decisions for your business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your business...
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Struggling Businesses: Careful With Price Reductions

If you're struggling in your business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Businesses: Careful With Price Reductions “Despite your best efforts, not everyone...
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Developing Accountability In Your Business

Before we get to talking about accountability in your business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit City...
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BIZNAME’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...
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Passing Down Your Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your family business? You need to have a...
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A Few Winning Tips for Controlling Costs in Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest businesses are...
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BIZNAME’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my readers, I'm going to take you down a little rabbit hole today, yes I...
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