Full-Scope Support for CPA & Advisory Firms
Accounting Advisory Services


A senior technical resource on call for the work your engagement team does not have time for. This includes new standard adoption, complex transactions, and non-routine judgments. We back every engagement with careful research, clear documentation, and audit-ready memos.
Technical accounting research and position memos
Complex transaction accounting, including revenue, leases, business combinations, and financial instruments, etc.,
New standard adoption and impact assessments
Accounting policy development and documentation
Purchase price allocation and valuation support coordination
Technical review of judgmental areas before audit
Ad hoc GAAP and IFRS consultation, on demand
Accounting Outsourcing


A dedicated team that becomes an extension of your practice, handling day-to-day accounting operations so your firm can take on more clients without adding headcount. Whether you need a single workstream covered or the full month-end close managed end-to-end, we plug directly into your existing systems and workflows.
Full-cycle bookkeeping and month-end close
Accounts payable and vendor management
Accounts receivable, billing, and collections
Bank and balance sheet reconciliations
Fixed assets, depreciation, and CWIP accounting
Intercompany accounting and eliminations
Financial statement preparation (US GAAP / IFRS)
Payroll journal entries and reconciliations
ERP support across NetSuite, QuickBooks, Xero, Sage, and SAP
Data clean-up, catch-up, and migration projects
IFRS ↔ US GAAP Conversion


Full-scope conversion support for entities transitioning between reporting frameworks — whether driven by a US listing, cross-border consolidation, or an acquisition of a foreign-reporting target. We manage the process from initial assessment through fully converted, auditor-ready financials.
GAAP difference assessment and scoping memo
Conversion adjustments and bridging schedules
Opening balance sheet and equity reconciliation
Fully converted financial statements and disclosures
Accounting policy manuals under the target framework
Auditor-ready conversion memos, issue by issue
Quarterization and comparative period restatement
First-time adoption (IFRS 1) support
Ongoing dual-framework close support
20-F reporting and reconciliation support for foreign private issuers
SEC Reporting


End-to-end support across the capital markets reporting lifecycle — from pre-filing preparation through post-listing compliance. We help your firm manage the drafting workload that comes with taking a client through a public filing.
EGC / SRC status evaluation and financial statement uplift
S-1 / S-4 / S-11 preparation support
MD&A drafting and analysis
Pro forma financial information
Comment letter responses and amendments
10-K, 10-Q, and 8-K preparation
EPS and cheap stock analysis
Non-GAAP reconciliations
Workiva / ActiveDisclosure setup support
Earnings release support
Internal Controls & SOX


A COSO-aligned, six-step methodology for building, testing, and sustaining internal controls — designed to hold up under real audit scrutiny rather than just check a box. We work alongside your team to design a program that fits the size and complexity of your client.
Gap analysis against SOX and public company requirements
Control design and documentation across financial reporting, IT, and operations
Framework implementation with assigned control owners
Design and operating effectiveness testing, fully documented
Deficiency remediation planning and execution support
PBC schedule preparation
Audit workpapers and reconciliations
Audit Support & Readiness


Preparation and hands-on support that makes audits smoother — for your firm and for your clients. We handle the groundwork so your team's time with auditors is spent on judgment calls, not chasing down documentation.
Pre-audit documentation review
Process and control gap identification ahead of fieldwork
PBC (prepared-by-client) schedule preparation
Audit workpapers and supporting reconciliations
Direct coordination and communication support with external auditors
Issue resolution and follow-up during fieldwork
Post-audit remediation support for identified findings
Audit-ready close documentation maintained year-round
Support across multiple concurrent audit engagements
Tax Preparation Support
Full-service offshore tax preparation that eliminates data entry from your team's workload, letting your reviewers focus on judgment calls and client relationships. We work in Drake or your firm's preferred software, integrating seamlessly into your existing workflow.
Individual & Business: Form 1040 individual returns including Schedules A-E; Forms 1120, 1120S, and 1065 for business returns.
K-1 & Allocations: K-1 preparation and multi-state allocations, along with precise depreciation schedules for complex asset portfolios.
Provisions & Notices: Extensions and notifications, along with a complete tax provision (ASC 740) calculation to ensure your compliance.


Ready for Expanding your Team?
Partner with AKJ Advisory to transform your financial strategy from reactive to anticipatory. Schedule a confidential assessment.
