Accounting,
reporting &
controls.
CPA-led accounting operations, GAAP CPA reviews, GAAP reporting, and internal controls for companies raising capital, seeking bonding, or preparing for transactions.
Book a free exploration ↗ A 30-minute conversation about your next step.Accounting Operations
Reliable records & disciplined monthly close
Financial Reporting & CPA Reviews
GAAP reviews, Reg CF/A+, & surety bonding packages
Controls & Governance
Audit readiness & SOX 404 confidence
How We Work:
Assess. Build. Maintain. Prepare.
Assess
We evaluate your current financial reporting, accounting processes, documentation, internal controls, and governance to identify gaps that could limit growth, financing, or transactions.
Build
We strengthen the financial infrastructure behind your business by improving reporting processes, implementing controls, organizing documentation, and helping leadership make informed decisions.
Maintain
For companies needing ongoing support, we provide recurring accounting and advisory services that keep financial information accurate, reporting timely, and leadership informed as the business evolves.
Prepare
Whether seeking financing, raising capital, obtaining surety bonding, preparing for an audit, or pursuing an acquisition, we ensure your financial infrastructure is ready when opportunity arrives.
What We Help You Build
Enterprise
Build Enterprise Value
Growth
Strengthen Operations
Foundation
Establish Confidence
Support That Expands With Your Business
As your business grows, specific transaction, bonding, and regulatory requirements require specialized CPA assurance beyond daily accounting operations:
CPA Reviews (GAAP) for Capital Raising & Surety Bonding
We deliver project-based Independent Accountant’s Review Reports under Statements on Standards for Accounting and Review Services (GAAP). Providing limited assurance on US GAAP financial statements, our CPA reviews are specifically tailored for companies raising capital, applying for grants, or qualifying for surety bonding.
- Regulation Crowdfunding (Reg CF): Required GAAP review reports for companies raising capital from investors.
- Surety Companies & Payment Bonds: CPA-reviewed financial statements required by surety underwriters for construction, engineering, design, and government contracting bonding capacity.
- Capital & Debt Financing: Limited assurance financial statements for lenders, private equity, and venture debt providers.
- Grant & Government Contract Qualification: Official CPA review reports required for state, federal, and municipal funding applications.
Financial Reporting & Filings
For companies navigating sophisticated stakeholder or regulatory reporting requirements.
- GAAP financial statements & disclosures
- MD&A and supporting financial analysis
- Regulation A & Reg CF reporting support
- Auditor, counsel & SEC/EDGAR coordination
- Reporting calendars & close workflow management
Audit, Financing & Transaction Readiness
Prepare your financial infrastructure to withstand scrutiny from auditors, lenders, and investors.
- Audit readiness assessments & workpaper builds
- Financing & lender package preparation
- Investor & due diligence data room preparation
- Supporting schedules & reconciliations
- Transaction-ready financial information
Risk & Internal Controls
Strengthen the processes, controls, and accountability structures required to scale with confidence.
- Internal control & ICFR assessments
- Process narratives & workflow flowcharts
- Policies, approvals & governance frameworks
- Operational and enterprise risk assessments
- Control remediation & implementation support
Enterprise Value Enhancement
Identify and strengthen the financial factors that influence business value, scalability, and transferability.
- Value-driver assessments
- Operational scalability & dependency analysis
- Financial quality & risk evaluation
- Transaction and ownership-transition readiness
- Prioritized enterprise-value roadmap
Build a business
that scales.
Inspires confidence.
Increases in value.
Better decisions.
Backed by reliable, decision-ready financial information.
Greater confidence.
From lenders, investors, buyers, and board members.
Earlier visibility.
Into financial risks, operational gaps, and growth opportunities.
Stronger governance.
Supported by disciplined reporting and internal controls.
Sustainable growth.
Supported by scalable, standardized accounting processes.
Readiness for what’s next.
Financing, acquisitions, due diligence, and future ownership transitions.
Rashellee Herrera
Founder & Managing Partner
Perspective earned.
Confidence built.
More than 20 years helping organizations strengthen the financial infrastructure that supports sustainable growth.
Rashellee Herrera has worked alongside executive leadership, boards, audit committees, investors, and external auditors—from startups to Fortune 200 companies.
Her experience spans financial statement preparation, GAAP CPA reviews, governance, internal audit, risk management, internal controls, operational improvement, and organizational transformation.
In Our Clients' Words
What are you
building toward?
Let’s talk about the financial infrastructure and CPA assurance that will help you get there.
Book your free 30-minute exploration ↗