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Your financial statements tell investors, lenders, and your board whether the business is worth funding, buying, or betting on. When your team is short-staffed or mid-audit, getting them right and on time gets hard fast.
CX prepares US GAAP and IFRS financial statements for high-growth, pre-IPO, private and public companies. Our interim accountants step in when you need reporting done to audit standard without adding headcount. CPAs and Big 4 alumni do the work, so there's no ramp-up and no scramble when the auditors show up.
Most teams call at a specific moment: an audit is starting, a board deck is due, a raise is in motion, or the controller just left.
You probably need interim support if:
The cost of getting it wrong is real. Errors delay audits, rattle investors, and during an IPO can force a company to pull its filing. Accurate, well-documented statements do the reverse: they speed up the audit and give your board numbers they can actually use.
We prepare all four core statements: balance sheet, income statement, statement of cash flows, and statement of stockholders' equity, ready for review.
We draft the notes to your financials under US GAAP or IFRS, so the disclosures match the numbers and the standard you report on.
For public and pre-IPO companies, we prepare SEC-ready statements, including the added disclosures a PCAOB audit requires.
We handle the judgment calls: revenue (ASC 606), leases (ASC 842), business combinations (ASC 805), stock compensation, and credit losses (ASC 326).
CX supports organizations with the full spectrum of financial statement preparation, ranging from face financials to supporting footnotes and supplemental schedules. Because we operate as an extension of your team, our interim professionals can step in at any point of the reporting cycle.
We prepare:
Whether your team needs help assembling complete GAAP-compliant financials, drafting footnotes from scratch, or reviewing what’s already been prepared, CX provides flexible support that adapts to your reporting requirements and timeline.
CX ensures GAAP-compliant financial statements through a combination of experienced talent, rigorous internal processes, and modern research tools. Because we serve as an interim extension of your team, we bring both the technical expertise and the structure needed to maintain high reporting standards.
Here’s how we ensure accuracy and compliance:
Our approach blends human expertise with modern tools, resulting in financial statements that are thorough, accurate, and fully compliant with applicable standards—without slowing down your close or reporting timeline.
Absolutely. CX has extensive experience working with clients across various industries, each with its unique reporting requirements. Our team of accounting professionals possesses deep knowledge of industry-specific accounting practices and reporting standards. Whether you're in healthcare, real estate, manufacturing, technology, or any other sector, we tailor our financial statement preparation services to meet your specific needs. We're well-versed in handling specialized revenue recognition rules, industry-specific ratios, and regulatory reporting requirements. Our experience allows us to anticipate potential reporting challenges unique to your industry and address them proactively. We stay informed about evolving industry standards and regulations to ensure your financial statements not only meet current requirements but are also prepared for future changes.
CX’s interim professionals integrate directly into your accounting team to support, strengthen, and accelerate your financial statement preparation process. Instead of running a separate consulting engagement, we plug into your existing structure—filling gaps, providing technical expertise, and helping you meet deadlines with accuracy and confidence.
Here’s how our team supports each stage of the process:
Before jumping in, our professionals assess your reporting environment—systems, workflows, deadlines, and reviewer expectations. We identify key stakeholders (management, auditors, lenders, board members) to ensure the financial statements are tailored to the right audience from the start.
We assist your team in collecting supporting documents, validating transaction data, and identifying missing information. Our interim staff helps bridge bandwidth gaps so your team doesn’t fall behind during crunch periods.
CX professionals perform or review reconciliations, identify unusual items, and flag areas requiring technical accounting analysis. When needed, our team prepares supporting memos to ensure compliance with GAAP and auditor expectations.
We assist in preparing or reviewing drafts of financial statements, ensuring accuracy, consistency, and alignment with GAAP. Whether you're preparing annual, quarterly, or lender-required statements, our team helps streamline the drafting process.
Our interim staff act as a liaison with auditors—responding to requests, preparing supporting schedules, and helping clear review comments. We ensure your team stays focused while reducing bottlenecks in the audit process.
Before finalization, CX professionals participate in internal reviews, help ensure disclosures are complete, and confirm statements align with stakeholder needs and regulatory requirements.
We don’t take your financial statements away and return with a finished product.
We embed with your team, working collaboratively, filling key capacity gaps, and ensuring your internal processes remain intact and strengthened for future reporting cycles.
From complex technical accounting issues to bandwidth constraints during peak periods, our experienced professionals help your organization deliver timely, accurate financial reporting—without sacrificing quality or overwhelming your team.
