10/26/2026
Integrating multiple acquisitions into a new platform can create significant financial reporting, systems, and audit challenges, especially when facing lender deadlines and a first financial statement audit.
Our team recently helped a PE-backed technology firm navigate exactly that.
𝐂𝐚𝐬𝐞 𝐒𝐭𝐮𝐝𝐲: 𝐒𝐭𝐚𝐧𝐝𝐢𝐧𝐠 𝐔𝐩 𝐚 𝐍𝐞𝐰 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐅𝐨𝐮𝐫 𝐀𝐜𝐪𝐮𝐢𝐬𝐢𝐭𝐢𝐨𝐧𝐬
A brand-new platform integrating 4 unaudited companies faced its first lender reporting cycle and inaugural financial statement audit.
Andrews & Cole Managing Consultants partnered closely with the newly hired CFO, meeting aggressive deadlines and delivering a clean audit opinion.
-Led acquisition accounting integration across 4 entities and multiple legacy ERPs, consolidating into NetSuite and standardizing the chart of accounts.
-Built interim processes to produce financial statements and reporting during the ERP transition.
-Drove audit readiness, resolving technical accounting and reporting issues early.
-Prepared comprehensive board reporting packages with clear, timely financial insights.
-Supported covenant reporting and working capital calculations for lenders and stakeholders.
-Reviewed close documentation and historical records to establish opening balance sheet positions and crosswalks.
-Advised the CFO on structuring and scaling the accounting function.
-Prepared all required technical accounting memos (ASC 805, 606, 842, 810, 718).
Do you have portfolio companies facing similar challenges with acquisitions, ERP transitions, or complex reporting requirements?
Contact us to discuss how our team can help.
https://www.andrewscole.com/interim-executives-professionals.html
In the ever-changing landscape of business, adaptability and agility are paramount. Andrews & Cole’s interim professionals serve as your essential bridge, ensuring that your organization continues...