Full-Scope Support for CPA & Advisory Firms

From day-to-day accounting operations to complex technical accounting, IFRS/US GAAP conversion, SEC reporting, and SOX support — AKJ Advisory delivers under your firm's brand, backed by senior review at every step. Institutional-grade output. India-based delivery economics.

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.

A bright, modern office desk with dual monitors displaying tax preparation software, a sleek calculator, and neatly organized financial files under soft daylight.
A bright, modern office desk with dual monitors displaying tax preparation software, a sleek calculator, and neatly organized financial files under soft daylight.

Ready for Expanding your Team?

Partner with AKJ Advisory to transform your financial strategy from reactive to anticipatory. Schedule a confidential assessment.