Accounting Advisory Services

Robust, efficient accounting and financial processes are the backbone of all successful businesses.

Whether you are a privately-held business or a publicly-traded company, your accounting and reporting function should produce insight and drive actions that will impact your organization’s operations and profitability. At times, you may need specialized accounting knowledge and resources so that you can focus on your company’s other critical priorities.

Weaver’s scalable accounting and financial services professionals offer timely and accurate accounting and financial reporting advice and support for businesses at every stage. From managing the back office accounting function to preparing detailed financial statements for an IPO, our professionals will enhance your existing accounting and finance capabilities when and where you need it most, providing strategic guidance and special project assistance on a temporary or ongoing basis. Our Accounting Advisory Services are structured to scale as you grow.

Outsourced Accounting Outsourced Accounting
Private companies, start-ups, franchisees and family offices turn to us to keep their businesses running.
Outsourced Controller Outsourced Controller
Tracking financial data, reporting KPIs and offering tactical support for your business.
CFO Advisory CFO Advisory
Financial proficiency and strategic insights, on-demand.
Technical Accounting Technical Accounting
Going deep into regulatory compliance to guide the growing needs of your business.
SEC Reporting / IPO Readiness SEC Reporting / IPO Readiness
Reporting and compliance that prepares your business for the next level.

Outsourced Accounting

With outsourced accounting services, you cut your personnel costs and boost productivity through a customized accounting solution created specifically to meet your business needs.

Our outsourced accounting services include:

  • Full or partial back office accounting function
  • Depreciation and amortization schedules
  • Accounts payable, accounts receivable, and general ledger functions
  • Accounting and reporting automation
  • Accounting information science for ERP
  • 1099 reporting
  • Inventory tracking
  • OCBOA (other comprehensive basis of accounting) vs GAAP

QB -ProAdvisor Badge

Outsourced Controller

Weaver’s outsourced controller services help your business succeed with a variety of customized oversight and account management services. Our high-skilled professionals work with you to ensure the successful implementation of policies and procedures, recommend improvements in your systems, and help you produce the timely, accurate financial information your business needs.

Our outsourced controller services include:

  • Review and oversight of in-house accounting
  • Financial reporting assistance
  • Financial remediation and restatement
  • Accounting system consulting, design, enhancement and implementation
  • Analytics and insights
  • Budgets and financial statement preparation
  • Cash flow projections

CFO Advisory

Weaver’s CFO Advisory Services offer strategic guidance and special project assistance on a temporary or ongoing basis. We focus on your objectives and will work with you to achieve the overall goals for your company, the finance department or any specific projects that needs undivided attention. Then we implement a plan that achieves your goals promptly and cost-effectively within the desired timeframe.

Our CFO advisory services include:

  • New federal programs support (CARES Act, PPP loan, Employee Retention Credit)
  • Financial planning and analysis
  • KPI development and tracking
  • Forecasting and modeling
  • Treasury management
  • Organization and strategic planning
  • Risk management
  • Governance and internal controls

Technical Accounting

Changing accounting and reporting requirements take technical skills and knowledge that not every business has or needs in-house. Our technical accounting professionals have the experience you need, when you need it, to conform to the requirements that affect your business.

Our technical accounting services include:

  • On-call accounting advisory services
  • Attest readiness (audit/review/compilation support)
  • Complex accounting treatment analysis
  • Accounting standards implementation
  • Accounting methodology conversion
  • Pre and post-merger and acquisition accounting assistance
  • IFRS vs GAAP

SEC Reporting / IPO Readiness

Weaver provides a full suite of services for companies contemplating or preparing to go public or otherwise looking to improve the quality and sophistication of their reporting and governance functions. Regardless of the nature or size of your operations and transactions, our knowledgeable, skilled and dedicated team can play a significant role in helping to fulfill rigorous compliance and regulatory reporting requirements.

Our SEC reporting / IPO readiness services include:

  • SEC reporting, including MD&A and Proforma financials for registration
  • Statutory and other regulatory reporting
  • IPO planning and readiness
  • Initial public offering support
  • SOX compliance and improvements


Peter Lee

Peter Lee

Partner and West Coast Commercial Practice Leader


Peter Lee, CPA, CGMA, has more than 20 years of experience advising clients and serving emerging, middle and large…

Learn More