Technical Consulting
Technical Accounting Support When It Matters Most
A company’s finance department can easily become overwhelmed when reconciling financial statements, navigating a merger, or preparing for an external audit. Yet even when teams are stretched thin, deadlines remain fixed and falling behind can mean costly errors, restatements, or delayed deal timelines.
KBF's team of experienced advisory professionals provides technical consulting support during those times when experience matters. We work alongside your internal team, not around it, to close the gap between what your finance department can handle day-to-day and what a complex reporting event actually requires.
Ready to close the gap in your finance team's capacity?
Why Choose KBF for Technical Consulting
From initial contact through final delivery, each project is guided by seasoned professionals. Our leaders are involved in the day-to-day management of your project, keeping timelines on track.
We have no predisposition toward a particular accounting outcome. We are an independent advisory firm, and our work can withstand scrutiny from auditors, lenders, and boards.
Our professionals have worked in Fortune 500 companies, venture-backed startups, finance departments, and audit firms, bringing their extensive experience to every engagement.
How We Deliver
Financial Statement Reconciliation: Get Back to a Clean Set of Books
Reconciliations are a foundational task - every process right after gets compromised when these are not done on time. KBF’s team helps build these reconciliations so that each figure is accurate and defensible. We also help identify the gaps that caused backlogs in the first place so clients can avoid these issues in the next quarter.
Our reconciliation support typically includes:
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- A full reconciliation of balance sheet accounts. We help organize and support these reconciliations and can assist directly in building them — so each figure is accurate and defensible.
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- A root-cause process review. TWe identify why reconciliations fall behind and recommend fixes to close processes, systems, or staffing.
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- GAAP compliance verification. We confirm that account balances and supporting schedules are stated in accordance with applicable accounting standards.
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- Audit-ready documentation. We organize auditable support in a format your external auditors can walk through, minimizing follow-up requests.
We provide an updated and accurate set of books to give your team a stable foundation, and provide management, and auditors confidence in your records.
M&A Accounting Support: A Steady Hand Through the Deal
A transaction doesn't stop everyday accounting tasks from piling up. Opening balance sheets, purchase price allocations, carve-outs, and integration accounting all share the same tight timeline. When these complex deal requirements are added to daily operations, finance teams will need reinforcements. KBF provides the extra capacity and technical depth required to keep your transaction moving forward, without distracting your team from core business activities.
Our M&A accounting support typically includes:
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- Purchase price allocation support. We apply ASC 805 to properly account for your acquisition — partnering with third-party valuation specialists on fair value conclusions and handling the accounting, entries, and disclosure requirements that follow.
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- Opening balance sheet preparation. We help translate acquisition-date fair values into a day-one GAAP balance sheet under ASC 805, the foundation for all post-close financial reporting.
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- Carve-out and pro forma financial statements. We assist in preparing standalone historical financials for a business being acquired, divested, or reported separately, and pro-forma statements reflecting the combined or divested entity in accordance with SEC requirements.
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- Integration accounting.We align the accounting functions of combining companies post-close, including chart of accounts consolidation, accounting policy conformity, and reporting calendar integration.
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- Technical memo drafting.. We research and document well-supported accounting positions grounded in authoritative GAAP guidance, giving you a clear, defensible conclusion your auditors can rely on.
Getting your accounting right the first time helps keep your audit on schedule and allows your team to focus on core business activities.
Audit Preparation: Walk Into Fieldwork Ready
A failed audit will cost you more than fieldwork fees. Time spent managing open items, answering follow-up requests, and resolving technical questions can eventually balloon, resulting in a delayed audit opinion. KBF helps your team proactively manage timelines instead of scrambling to react to regulatory and reporting requirements.
Our audit preparation support typically includes:
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- A pre-audit readiness assessment. We assess your accounting close process, documentation, and technical positions ahead of your audit — identifying gaps in support, judgmental areas, or unusual transactions so they're resolved before fieldwork begins, not discovered during it.
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- Technical accounting research and memos. We research complex transactions and document your accounting position in a format your auditors expect and can rely on.
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- Schedule and workpaper preparation. We build organized, tied-out schedules and workpapers that support your account balances and streamline the audit process.
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- Direct auditor liaison support.We draw on deep technical and audit experience to engage directly with your auditors — walking through the analysis, answering technical questions, and helping resolve open items efficiently.
Having your team work with experienced auditors helps shorten the audit, reduces adjustments, and keeps your team’s attention on managing your business rather than scrambling to meet auditors’ demands.
Frequently Asked Questions
Schedule a Consultation
If your internal team needs help cleaning up your books, merging with another business, or preparing for an audit, reach out to our team before your deadline arrives. KBF's technical consulting team can walk you through what support would look like and what to expect from the engagement.
Explore More Services From KBF Advisory
Accounting Due Diligence
Considering a transaction? KBF's Accounting Due Diligence team provides independent buy-side and sell-side review of the tax and accounting landscape before a deal closes.
Accounting & Reporting
Complex transactions require specialized accounting treatment. KBF's team helps you navigate major business events and address intricate regulatory demands.
IPO & SEC Readiness
Going public demands an extreme level of financial transparency. KBF helps private companies prepare their financials to hold under severe scrutiny.
State & Local Tax (SALT)
Different U.S. states have different tax rules. KBF’s SALT team helps identify nexus exposure and multi-state obligations before they become penalties.
International Tax
Doing business globally unlocks a web of international laws. KBF’s International Tax team helps companies deal with treaty positions, transfer pricing, and global tax structure.
Advisory Services
Whether you are navigating an IPO, restructuring, or tackling complex accounting challenges, our team delivers tailored advisory solutions to meet your exact needs.