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Private Equity & Public Companies 

Combining sector insights, we help fast-growing companies drive impact and transparency.

CFOs and controllers are often under pressure to do more with less in today's economic environment. Cassady Schiller is registered with the PCAOB and specializes in assisting publicly traded and private equity companies with their accounting, financial reporting, and internal control compliance.

With our experienced team of professionals - many of whom worked previously for the Top 10 international accounting firms or publicly held companies - Cassady Schiller offers a high level of service and expertise without the Big 4 cost.


Lydia Ritze 


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Our range of services include:

  • Preparation of income tax provisions, including documentation of uncertain tax positions

  • Manage or assist with implementation of new accounting guidance, including ASC 606 Revenue From Contracts With Customers and ASC 842 Leases

  • Consultation on accounting issues, including the accounting for stock compensation, pension plans, derivative instruments, restructurings, foreign currency translation, segment reporting, equity method investments and consolidation of voting and variable interest entities

  • Assistance with monthly closings, including preparation and review of account reconciliations

  • Preparation of goodwill and long-term asset impairment documentation

  • ​IPO assistance, including preparation of financial statements, management discussion and analysis, documentation and implementation of accounting policies and procedures and documentation and testing internal controls

  • Assistance with SEC reporting, including initial and secondary equity/debt filings, periodic reporting (e.g., 10-K, 10-Q, 8-K) and responses to SEC comment letters

  • Assistance with writing the Management’s Discussion and Analysis section of the SEC financial reports

  • Preparation of closing and opening balance sheets for sales or acquisitions, including purchase price allocations for both financial reporting and income tax purposes

  • ​Preparation of pro-forma financial statements for 8-K purposes and financial statement footnote disclosure

  • Preparation of carve-out financial statements in connection with divestitures

  • Assistance with Section 404 of Sarbanes-Oxley Act compliance, including:

    • Documenting the internal controls in place

    • Testing and monitoring the controls

    • Identifying and evaluating internal control deficiencies

    • Making suggestions for improvements in internal controls

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