Our Approach

Collaborative

We believe great outcomes come from working closely with our clients. Whether it’s drafting complex memos, managing SEC filings, or building financial models, we’re there every step of the way to provide continuity, context, and confidence. That’s why we embed with your team, communicate openly, and stay aligned every step of the way. We don’t just deliver solutions, we co-create them with you.

Strategic

Every challenge is an opportunity to think bigger. We bring more than technical expertise, we bring foresight. From IPO readiness to ongoing audit support, we align your accounting practices with your company’s long-term vision. We anticipate roadblocks, offer proactive guidance, and help leadership teams make informed decisions that support growth, compliance, and credibility.

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    Over 55 companies served

    From early-stage startups to public companies

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    45+ Years of Cumulative Accounting Experience. Each team member has both audit and in-house experience

    Across SEC reporting, IPO readiness, and technical accounting

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    Passionate About Supporting Our Community

    Proud partners of Life Science Cares

What Clients are Saying

I’ve had the privilege of working with Jackie Hernandez across multiple companies over the past 20 years, and her contributions have been nothing short of exceptional. Jackie is a consummate professional whose deep expertise in SEC reporting and technical accounting has consistently provided clarity, confidence, and strategic insight during some of the most complex accounting transactions.

Her ability to navigate evolving regulatory landscapes, interpret intricate accounting standards, and deliver high-quality, audit-ready documentation has been invaluable. Whether supporting IPO readiness, M&A transactions, or routine filings, Jackie brings a rare combination of precision, reliability, and calm under pressure that makes her an indispensable partner. I’m deeply grateful for Jackie’s support over the years and wholeheartedly recommend her to any organization seeking world-class accounting expertise and a trusted advisor.

— Jeff Black, Chief Financial Officer

FAQ

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  • First things first, don't be nervous. We'll start with a conversation to determine your accounting needs (and if we'll make great collaborators).

  • Pricing is based on actual time incurred. We promise fair rates.

  • We specialize in accounting advisory services exclusively for private and publicly traded companies in the Life Science industry, with a focus on

    • financial reporting compliance,

    • complex U.S. GAAP accounting, and

    • audit and IPO readiness.

    • Our services include SEC filings (S-1, 10-K, 10-Q, 8-K’s), technical accounting memos, audit support, and customized financial modeling for revenue and clinical trial accruals.

Get in Touch!

Schedule a free 1:1 introductory call with us to discuss your accounting needs.

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