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What We Do

I take the time to understand my clients personal situations and businesses so that I can provide them the most impactful and beneficial feedback and advice. I always respond promptly and completely, and provide information in an easy to understand way.

Technical accounting research, memo and policy preparation 

Accounting research, corporate accounting policies, and accounting for complex transactions.

External and internal financial reporting assistance 

Financial reporting and disclosure, drafting of SEC filings, interpretation and/or implementation of SEC standards.

Assisting with SOX compliance and controls assessments  

Financial controls review related to financial reporting departments, business process assessment and design or controls matrix based on best practices.

Accounting Policy and Procedure Documentation

Keeping up with increasingly complex compliance and regulatory requirements – the need to ensure that organizations are agile enough to respond to more complex accounting guidance (FASB, IASB, AICPA, SEC), financial reporting standards, and stringent external audit requirements.

Collaborating with business leaders  

Discussing financial outcomes and projections are often hard when the desired results are not met. We help facilitate those discussions into a productive meeting with business leaders from across the organization.

Accounting Software Implementation  

Implementing a new accounting system for financial reporting can be an intimidating project. We can help create the best structure for your company and team by using our vast knowledge of different softwares and reporting requirements. Examples include Workiva, BI, Lease accounting, and Quickbooks implementations.

©2020 by MJ Financial Services LLC.

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