Ongoing GAAP Advisory

    Bridging the GA(A)P in your European finance team

    If you’ve already gone through a GAAP conversion, you’re through with the battle, but not the war.

    What’s your strategy to maintain your conversion ledger for US GAAP or IFRS reporting? That’s where my technical accounting services come into play, acting as your fractional Chief Accounting Officer.

    Comprehensive Support for Complex Transactions

    Whether it's a new customer contract or a significant business transaction, I get you up-to-speed quick on the appropriate GAAP process.

    Knowledge Enhancement for Your Team

    I work shoulder-to-shoulder with your team, transferring my expertise in US GAAP or IFRS, enabling them to manage day-to-day and quarter-to-quarter accounting and reporting requirements effectively.

    Proactive Updates on Accounting Standards

    Stay ahead of the curve with quarterly updates on changing accounting standards, ensuring that your financial statements and trial balances are updated proactively, not reactively.

    Full Review and Analysis of Financial Statements

    My service optionally includes a thorough review of your financial statements under US GAAP or IFRS. I can provide a detailed disclosure checklist to streamline your audit process, ensuring that every aspect is audit-ready.

    Cutting-Edge Research Tools for SEC Disclosures

    I use hi-tech research tools for SEC disclosures, offering you tailored, practical, and industry-specific best practice disclosures. This ensures full compliance with GAAP and leverages insights from other peer disclosures in your sector.

    Retainer-based Expertise

    This approach guarantees access to my support as and when needed, particularly for new transactions with complex accounting requirements or for benchmarking disclosures against industry best practices.

    Who am I?

    I am a US CPA who has been living in EMEA for the past decade.

    Most of my career has been spent with PwC in Boston, Frankfurt (Germany), and Dubai (UAE) in the audit, capital markets and accounting advisory teams. I have worked on all aspects of accounting advisory – IFRS/US GAAP/European GAAP conversions, IFRS/US GAAP new standards implementation, IPO Readiness and execution for European companies into NYSE/NASDAQ.

    I spent 3 years in private equity for a Toronto-based company, building their European accounting and reporting function from the ground up – I put all reconciliations, checklists, reporting files in place and managed acquisition into new territories around Europe. I also led their IFRS – US GAAP conversion and IFRS 16 (ASC 842) leasing implementation.

    I now consult independently on all aspects around cross-border accounting and IFRS/US GAAP standards, working most recently on a US GAAP conversion for a UK SaaS company and for an Austrian subsidiary of a Fortune 100 company.

    Working with Me Looks Like

    📊

    Preference Towards Async Work

    Working across multiple international entities and timezones, working seamlessly in the background while you take care of business as usual. This means using technology to reduce meetings or make them more efficient – such as loom to walk through files over recorded video vs. in-peron meetings, or software to transcribe meetings when needing to be more present on calls

    📈

    Real-Time Project Management

    I use ClickUp to put in place a project homepage with timeline and task management – so your team can check this daily to see progress made, time spent, and any bottlenecks or open questions/support that are on your plate.

    🔄

    Helping Your Team to Help Themselves

    Since I work on discrete projects, I know I am not going to be around forever. I enjoy the process of educating team members in the technical accounting space so they are empowered to run the day-to-day business with this extra responsibility. I would rather have them call me up to work on exciting new projects than being frustrated at current processes, so I will always give my two cents on how things might be done more effectively.

    My Competitive Advantage

    • Cross-border experience from living & working across borders for 10 years
    • Seasoned knowledge from serving various clients across industries
    • Specialized in European companies with US accounting & reporting needs
    • Big 4 experience across audit, capital markets & accounting advisory
    • Industry experience from building a European PE Finance function from scratch
    • Early adopter for async/automation tools, investing in scaling client solution
    • US CPA investing in continuous professional development CPEs

    Disadvantages of Working with Other Advisors

    Big4/Advisory Firms

    • Cross-border experience requires multiple jurisdiction support = expensive & disjointed communication
    • Lack of industry experience = theoretical vs. practical experience
    • Bloated, top-heavy structures with high overhead = high fees
    • Lack of partner support, mostly junior level client-facing teams

    European FTEs

    • Lack of bandwidth to support in addition to day job
    • Lack of specialization in US GAAP and FPI experience
    • Limited experience to benchmark best practices & set up processes/documentation

    Other US Freelancers

    • Limited benchmarking from similar FPI experience
    • Lack of experience in cross-border nuances / European GAAP
    • Limited investment in tools, such as Intelligize (SEC benchmarking software, $10K subscription)
    • Inability to read/speak German

    Ready to Bridge Your GAAP?

    Let's discuss how I can help your team maintain GAAP compliance and build lasting expertise.