{"id":131,"date":"2024-01-04T02:48:05","date_gmt":"2024-01-04T02:48:05","guid":{"rendered":"https:\/\/kn.wmhosts.com\/?page_id=131"},"modified":"2024-05-28T20:53:51","modified_gmt":"2024-05-28T18:53:51","slug":"ipo-readiness","status":"publish","type":"page","link":"https:\/\/kn.wmhosts.com\/?page_id=131","title":{"rendered":"IPO Readiness"},"content":{"rendered":"\n[et_pb_section fb_built=”1″ _builder_version=”4.24.1″ use_background_color_gradient=”on” background_color_gradient_direction=”130deg” background_color_gradient_stops=”#113f67 50%|rgba(255,255,255,0) 50%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”#ffffff” background_color_gradient_start_position=”50%” background_color_gradient_end=”#383838″ background_color_gradient_end_position=”0%” background_image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/02\/Depositphotos_93788464_L.jpg” background_position=”top_center” custom_padding=”133px|0px|133px|0px|true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ max_width=”50%” module_alignment=”left” custom_margin=”||||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ background_color=”RGBA(255,255,255,0)” custom_padding=”20px|20px|20px|20px|true|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.24.3″ text_font=”Nunito Sans||||||||” text_text_color=”#5499D4″ text_font_size=”16px” header_font=”||||||||” header_text_color=”#F2D6CD” header_line_height=”1.4em” header_2_font=”Montserrat||||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”22px” header_2_line_height=”1.2em” background_enable_color=”off” custom_margin=”|||80px|false|false” custom_padding=”40px|40px|40px||true|false” header_font_size_tablet=”” header_font_size_phone=”25px” header_font_size_last_edited=”on|phone” header_text_shadow_style=”preset3″ global_colors_info=”{}”]

IPO Readiness & Execution Support<\/span><\/h1>\n

Going through a US IPO as a European company is no easy feat…<\/span><\/h2>\n

<\/span><\/p>\n

But you can get an expert by your side for the ride<\/span><\/h2>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”|0px||0px|false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.24.3″ text_font=”Poppins|700|||||||” text_text_color=”#000000″ text_font_size=”30px” text_orientation=”center” text_font_size_tablet=”” text_font_size_phone=”20px” text_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

My 3 Phased Approach to IPO Readiness<\/h2>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][dipi_timeline timeline_line_color=”#87C0CD” timeline_active_line_color=”#346975″ card_arrow_color=”#FBF2EF” _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”][dipi_timeline_item admin_label=”Phase 1 – Desktop Review” ribbon=”PHASE 1″ title=”Desktop Review” timeline_icon=”||fa||900″ timeline_icon_color=”#C3DFE5″ ribbon_circle_color=”#346975″ _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”40px” background_color=”#FBF2EF” background_enable_color=”on” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”]
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  • High level scoping exercise to determine topics that might require time & effort for readiness assessment & remediation<\/li>\n
  • Main goal is to gather information about current state, assess areas of concern & complexity of each topic<\/li>\n<\/ul>[\/dipi_timeline_item][dipi_timeline_item admin_label=”Phase 2 – Detailed IPO Readiness Assessment” ribbon=”PHASE 2″ title=”Detailed IPO Readiness Assessment” timeline_icon=”||fa||900″ timeline_icon_color=”#C3DFE5″ ribbon_circle_color=”#346975″ _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”40px” background_color=”#FBF2EF” background_enable_color=”on” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”]
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    • Detailed assessment & report around accounting, reporting, corporate governance<\/li>\n
    • Thorough stakeholder interviews & documentation review<\/li>\n
    • Action items on next steps of “need to have” ahead of listing vs. “nice to have” best practices to be implemented post-listing<\/li>\n<\/ul>[\/dipi_timeline_item][dipi_timeline_item admin_label=”Phase 3 – Ongoing Interim Support” ribbon=”PHASE 3″ title=”Ongoing Interim Support” timeline_icon=”||fa||900″ timeline_icon_color=”#C3DFE5″ ribbon_circle_color=”#346975″ _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”40px” background_color=”#FBF2EF” background_enable_color=”on” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”]
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      • Phase 1 & 2 cover snapshot assessment of company readiness as opposed to any ongoing CFO or accounting\/reporting support for current period<\/li>\n
      • Help with any hands on topics to pull together financials, work through audit preparation, etc.<\/li>\n
      • Flexibly priced based on needs<\/li>\n<\/ul>[\/dipi_timeline_item][\/dipi_timeline][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”]

        How does Phase 1 work?\u00a0<\/h2>[\/et_pb_text][dipi_horizontal_timeline columns=”2″ show_lightbox=”off” navigation=”on” card_arrow_color=”#113F67″ navigation_size=”100″ navigation_color=”#113F67″ _builder_version=”4.24.3″ _module_preset=”default” title_font=”||||||||” title_text_color=”#F2D6CD” desc_text_color=”#FBF2EF” desc_font_size=”17px” ribbon_font=”Fraunces||||||||” ribbon_text_color=”#113F67″ ribbon_font_size=”50px” border_radii_item=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”][dipi_horizontal_timeline_item admin_label=”Topic Specific Interview” ribbon=”01″ title=”Topic-specific Interview” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”50px” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
          \n
        • Conduct interviews w\/ accounting, reporting, FP&A corporate governance functions<\/li>\n
        • Explore current processes, systems, challenges<\/li>\n
        • Identify areas of concern<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”Documentation & data collection” ribbon=”02″ title=”Documentation & Data Collection” timeline_icon=”||fa||900″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”50px” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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          • Review existing documentation – financials, internal reports, policies, corporate governance, etc.<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”Analysis & Prioritization” ribbon=”03″ title=”Analysis & Prioritization” timeline_icon=”||fa||900″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”50px” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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            • Identify areas requiring. more in-depth assessment or potential improvement<\/li>\n
            • Prioritize topics based on potential impact on IPO readiness & compliance<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”Scoping & Effort Estimation” ribbon=”04″ title=”Scoping & Effort Estimation” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” ribbon_text_text_color=”#113F67″ ribbon_text_font_size=”50px” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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              • Assess complexity & effort for each prioritized topic<\/li>\n
              • Estimate effort needed for each topic<\/li>\n
              • Prepare detailed proposal with scope, timeline & fee estimate<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][\/dipi_horizontal_timeline][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”]

                How does Phase 2 work?<\/h2>[\/et_pb_text][dipi_horizontal_timeline columns=”2″ show_lightbox=”off” navigation=”on” card_arrow_color=”#113F67″ navigation_size=”100″ navigation_color=”#113F67″ _builder_version=”4.24.3″ _module_preset=”default” title_text_color=”#F2D6CD” desc_text_color=”#FBF2EF” desc_font_size=”17px” ribbon_font=”Fraunces||||||||” ribbon_text_color=”#113F67″ ribbon_font_size=”50px” border_radii_item=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”][dipi_horizontal_timeline_item admin_label=”Accounting” ribbon=”01″ title=”Accounting” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” custom_card_arrow=”on” card_arrow_color=”#113F67″ _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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                • Accounting policies & procedures<\/li>\n
                • Internal controls over financial reporting<\/li>\n
                • FS & disclosure compliance<\/li>\n
                • Revenue recognition policies<\/li>\n
                • Significant accounting estimates & judgements<\/li>\n
                • Financial close process<\/li>\n
                • Audit documentation<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”Reporting” ribbon=”02″ title=”Reporting” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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                  • Internal reporting processes & systems<\/li>\n
                  • Management reporting to support decision making<\/li>\n
                  • External reporting requirements & disclosures<\/li>\n
                  • Pro forma statements<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”Corporate Governance” ribbon=”03″ title=”Corporate Governance” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.3″ _module_preset=”default” ribbon_text_font=”Fraunces||||||||” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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                    • Board structure, composition, & independence<\/li>\n
                    • Corporate governance policies, committees, charters<\/li>\n
                    • Internal controls & risk management processes<\/li>\n
                    • Related party transactions & conflicts of interest<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][dipi_horizontal_timeline_item admin_label=”FP&A” ribbon=”04″ title=”FP&A” timeline_icon=”||fa||900″ timeline_icon_color=”#113F67″ ribbon_circle_color=”#F2D6CD” _builder_version=”4.24.2″ _module_preset=”default” background_color=”#113F67″ background_enable_color=”on” global_colors_info=”{}”]
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                      • Budgeting & forecasting processes & systems<\/li>\n
                      • FP&A practices<\/li>\n
                      • Accuracy & reliability of financial forecasts<\/li>\n
                      • Ability for cash flow forecasting & working capital management<\/li>\n
                      • KPIs & financial metrics<\/li>\n<\/ul>[\/dipi_horizontal_timeline_item][\/dipi_horizontal_timeline][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/Katrina-53-\u00a9-Graceful-Crane-Creative-_-Clare-J-Sheridan-Photography.jpg” title_text=”Katrina-53 \u00a9 Graceful Crane Creative _ Clare J Sheridan Photography” _builder_version=”4.23.4″ _module_preset=”default” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ text_font=”Poppins|700|||||||” text_text_color=”#000000″ text_font_size=”32px” text_letter_spacing=”-1px” text_line_height=”1.3em” custom_margin=”-3px||||false|false” custom_margin_tablet=”-13px||||false|false” custom_margin_phone=”-13px||||false|false” custom_margin_last_edited=”on|desktop” text_font_size_tablet=”” text_font_size_phone=”25px” text_font_size_last_edited=”on|desktop” global_colors_info=”{}”]

                        Who am I?<\/h2>[\/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”||||||||” text_text_color=”#000000″ custom_margin=”30px||||false|false” custom_margin_tablet=”-10px||||false|false” custom_margin_phone=”-10px||||false|false” custom_margin_last_edited=”on|desktop” global_colors_info=”{}”]

                        I am a US CPA who has been living in EMEA for the past decade.<\/p>\n

                        Most of my career has been spent with PwC in Boston, Frankfurt (Germany), and Dubai (UAE) in the audit, capital markets and accounting advisory teams. I have worked on all aspects of accounting advisory – IFRS\/US GAAP\/European GAAP conversions, IFRS\/US GAAP new standards implementation, IPO Readiness and execution for European companies into NYSE\/NASDAQ.<\/p>\n

                        I spent 3 years in private equity for a Toronto-based company, building their European accounting and reporting function from the ground up – I put all reconciliations, checklists, reporting files in place and managed acquisition into new territories around Europe. I also led their IFRS – US GAAP conversion and IFRS 16 (ASC 842) leasing implementation.<\/p>\n

                        I now consult independently on all aspects around cross-border accounting and IFRS\/US GAAP standards, working most recently on a US GAAP conversion for a UK SaaS company and for an Austrian subsidiary of a Fortune 100 company.<\/p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.4″ background_color=”#C3DFE5″ custom_padding=”80px|0px|80px|0px|true|false” global_colors_info=”{}”][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.18.0″ width=”90%” width_tablet=”90%” width_phone=”90%” width_last_edited=”on|tablet” max_width_tablet=”90%” max_width_phone=”90%” max_width_last_edited=”off|desktop” custom_padding=”0px||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ header_3_font=”Poppins|700||on|||||” header_3_text_align=”center” header_3_text_color=”#000000″ header_3_font_size=”45px” custom_margin=”20px||||false|false” custom_margin_tablet=”-10px||||false|false” custom_margin_phone=”-10px||||false|false” custom_margin_last_edited=”on|phone” header_3_font_size_tablet=”40px” header_3_font_size_phone=”30px” header_3_font_size_last_edited=”on|phone” global_colors_info=”{}”]

                        Working with Me Looks Like<\/h2>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” padding_left_right_link_1=”true” padding_left_right_link_2=”true” padding_left_right_link_3=”true” _builder_version=”4.23.4″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”|40px|40px|40px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb use_icon=”on” font_icon=”?||divi||400″ icon_color=”#113F67″ image_icon_width=”45px” _builder_version=”4.24.0″ header_font=”Nunito Sans|700|||||||” header_text_align=”center” header_text_color=”rgba(0,0,0,0)” header_font_size=”0px” body_font=”Nunito Sans||||||||” body_text_align=”center” body_text_color=”rgba(0,0,0,0)” body_font_size=”0px” body_line_height=”0em” background_color=”#F2D6CD” max_width=”86px” module_alignment=”left” custom_margin_tablet=”0px||” custom_margin_phone=”0px||” custom_margin_last_edited=”on|phone” custom_padding=”45px|16px|0px|16px||true” animation=”off” border_radii=”|||100px|100px” border_radii_image=”on|1000px|1000px|1000px|1000px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_text _builder_version=”4.24.3″ text_font=”Nunito Sans||||||||” text_text_color=”#5499D4″ text_font_size=”16px” header_font=”Poppins|700|||||||” header_text_color=”#000000″ header_font_size=”20px” header_line_height=”1.3em” header_3_font_size=”24px” custom_padding=”9px||” global_colors_info=”{}”]

                        Preference Towards Async Work<\/h3>[\/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”||||||||” text_text_color=”#000000″ header_font=”Nunito Sans|700|||||||” header_text_color=”#297FCA” header_line_height=”1.3em” custom_margin=”-8px||” custom_margin_tablet=”-27px|||” custom_margin_phone=”-27px||” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”]
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                        • Working across multiple international entities and timezones, working seamlessly in the background while you take care of business as usual<\/li>\n
                        • This means using technology to reduce meetings or make them more efficient – such as loom to walk through files over recorded video vs. in-peron meetings, or software to transcribe meetings when needing to be more present on calls<\/li>\n<\/ul>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” padding_left_right_link_1=”true” padding_left_right_link_2=”true” padding_left_right_link_3=”true” _builder_version=”4.23.4″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”|40px|40px|40px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb use_icon=”on” font_icon=”?||divi||400″ icon_color=”#113F67″ image_icon_width=”45px” _builder_version=”4.24.0″ header_font=”Nunito Sans|700|||||||” header_text_align=”center” header_text_color=”rgba(0,0,0,0)” header_font_size=”0px” body_font=”Nunito Sans||||||||” body_text_align=”center” body_text_color=”rgba(0,0,0,0)” body_font_size=”0px” body_line_height=”0em” background_color=”#F2D6CD” max_width=”86px” module_alignment=”left” custom_margin_tablet=”0px||” custom_margin_phone=”0px||” custom_margin_last_edited=”on|phone” custom_padding=”45px|16px|0px|16px||true” animation=”off” border_radii=”|||100px|100px” border_radii_image=”on|1000px|1000px|1000px|1000px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_text _builder_version=”4.24.3″ text_font=”Nunito Sans||||||||” text_text_color=”#5499D4″ text_font_size=”16px” header_font=”Poppins|700|||||||” header_text_color=”#000000″ header_font_size=”20px” header_line_height=”1.3em” header_3_font_size=”24px” custom_padding=”9px||” global_colors_info=”{}”]

                          Real-Time Project Management<\/h3>[\/et_pb_text][et_pb_text _builder_version=”4.24.3″ text_font=”||||||||” text_text_color=”#000000″ header_font=”Nunito Sans|700|||||||” header_text_color=”#297FCA” header_line_height=”1.3em” custom_margin=”-8px||” custom_margin_tablet=”-27px|||” custom_margin_phone=”-27px||” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”]
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                          • I use ClickUp to put in place a project homepage with timeline and task management – so your team can check this daily to see progress made, time spent, and any bottlenecks or open questions\/support that are on your plate.<\/li>\n<\/ul>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” padding_left_right_link_1=”true” padding_left_right_link_2=”true” padding_left_right_link_3=”true” _builder_version=”4.23.4″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”|40px|40px|40px” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_blurb use_icon=”on” font_icon=”?||divi||400″ icon_color=”#113F67″ image_icon_width=”45px” _builder_version=”4.24.0″ header_font=”Nunito Sans|700|||||||” header_text_align=”center” header_text_color=”rgba(0,0,0,0)” header_font_size=”0px” body_font=”Nunito Sans||||||||” body_text_align=”center” body_text_color=”rgba(0,0,0,0)” body_font_size=”0px” body_line_height=”0em” background_color=”#F2D6CD” max_width=”86px” module_alignment=”left” custom_margin_tablet=”0px||” custom_margin_phone=”0px||” custom_margin_last_edited=”on|phone” custom_padding=”45px|16px|0px|16px||true” animation=”off” border_radii=”|||100px|100px” border_radii_image=”on|1000px|1000px|1000px|1000px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_text _builder_version=”4.24.3″ text_font=”Nunito Sans||||||||” text_text_color=”#5499D4″ text_font_size=”16px” header_font=”Poppins|700|||||||” header_text_color=”#000000″ header_font_size=”20px” header_line_height=”1.3em” header_3_font_size=”24px” custom_padding=”9px||” global_colors_info=”{}”]

                            Helping Your Team to Help Themselves<\/h3>[\/et_pb_text][et_pb_text _builder_version=”4.23.4″ text_font=”||||||||” text_text_color=”#000000″ header_font=”Nunito Sans|700|||||||” header_text_color=”#297FCA” header_line_height=”1.3em” custom_margin=”-8px||” custom_margin_tablet=”-27px|||” custom_margin_phone=”-27px||” custom_margin_last_edited=”on|tablet” global_colors_info=”{}”]
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                            • Since I work on discrete projects, I know I am not going to be around forever. I enjoy the process of educating team members in the technical accounting space so they are empowered to run the day-to-day business with this extra responsibility. I would rather have them call me up to work on exciting new projects than being frustrated at current processes, so I will always give my two cents on how things might be done more effectively.<\/li>\n<\/ul>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_button button_url=”https:\/\/savvycal.com\/katrina\/website-contact” button_text=”Book a Strategy Call” button_alignment=”center” _builder_version=”4.24.3″ custom_button=”on” button_text_size=”21px” button_text_color=”#FBF2EF” button_bg_color=”#346975″ button_border_width=”0px” button_border_color=”#383838″ button_border_radius=”50px” button_letter_spacing=”1px” button_font=”Open Sans|700||on|||||” button_icon=”5||divi||400″ button_icon_color=”#346975″ transform_translate_linked__hover=”off” custom_margin=”28px||||false|false” custom_padding=”13px|41px|13px|41px|true|true” box_shadow_style=”preset1″ global_colors_info=”{}” button_text_color__hover_enabled=”on|hover” button_text_color__hover=”#346975″ button_bg_color__hover_enabled=”on” button_border_color__hover_enabled=”on|hover” button_border_color__hover=”#bfbfbf” button_letter_spacing__hover_enabled=”on” button_letter_spacing__hover=”1px” transform_styles__hover_enabled=”off|desktop” transform_scale__hover_enabled=”off|desktop” transform_translate__hover_enabled=”off|desktop” transform_rotate__hover_enabled=”off|desktop” transform_skew__hover_enabled=”off|desktop” transform_origin__hover_enabled=”off|desktop” transform_translate__hover=”0px|-5px” button_bg_color__hover=”#FBF2EF” button_bg_enable_color__hover=”on”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”]

                              My Competitive Advantage<\/h2>[\/et_pb_text][et_pb_blurb title=”Cross-border experience from living & working across borders for 10 years” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”70px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Seasoned knowledge from serving various clients across industries” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Specialized in European companies with US accounting & reporting needs” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Big 4 experience across audit, capital markets & accounting advisory ” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Industry experience from building a European PE Finance function from scratch ” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Early adopter for async\/automation tools, investing in scaling client solution” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”US CPA investing in continuous professional development CPEs ” image=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/noun-airplane-1021515.png” icon_placement=”left” image_icon_width=”30px” content_max_width=”100%” _builder_version=”4.24.0″ header_level=”h3″ header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”17px” header_line_height=”1.4em” custom_margin=”-13px|||-5px|false|false” animation=”off” custom_css_blurb_title=”margin-left: -6px” image_max_width=”21px” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.23.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”]

                              Disadvantages of Working with Other Advisors<\/h2>[\/et_pb_text][dipi_info_circle auto_mode=”on” auto_rotate_angle=”33″ circle_list_border_width=”3px” circle_list_border_style=”dotted” circle_list_border_color=”#346975″ icon_color=”#FFFFFF” image_icon_background_color=”#113F67″ _builder_version=”4.24.0″ _module_preset=”default” border_radii_image_icon=”on|50%|50%|50%|50%” global_colors_info=”{}”][dipi_info_circle_item admin_label=”Big4″ use_info_icon=”on” info_icon=”||divi||400″ content_title=”Big4\/Advisory Firms” content_description=”
                                \n
                              • Cross-border experience requires multiple jurisdiction support = expensive & disjointed communication<\/li>\n
                              • Lack of industry experience = theoretical vs. practical experience<\/li>\n
                              • Bloated, top-heavy structures with high overhead = high fees<\/li>\n
                              • Lack of partner support, mostly junior level client-facing teams<\/li>\n<\/ul>” content_title_padding=”20px|0px|10px|0px|false|false” content_desc_padding=”0px|30px|10px|30px|false|true” _builder_version=”4.24.0″ _module_preset=”default” content_title_font=”|700|||||||” content_title_font_size=”20px” content_desc_font_size=”13px” background_color=”#C3DFE5″ background_enable_color=”on” width=”90%” height=”90%” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”][\/dipi_info_circle_item][dipi_info_circle_item admin_label=”European FTEs” use_info_icon=”on” info_icon=”||fa||900″ content_title=”European FTEs” content_description=”
                                  \n
                                • Lack of bandwidth to support in addition to day job<\/li>\n
                                • Lack of specialization in US GAAP and FPI experience<\/li>\n
                                • Limited experience to benchmark best practices & set up processes\/documentation<\/li>\n<\/ul>” content_title_padding=”20px|0px|10px|0px|false|false” content_desc_padding=”0px|30px|10px|30px|false|true” _builder_version=”4.24.0″ _module_preset=”default” content_title_font=”|700|||||||” content_title_font_size=”20px” content_desc_font_size=”13px” background_color=”#FBF2EF” background_enable_color=”on” width=”90%” height=”90%” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”][\/dipi_info_circle_item][dipi_info_circle_item admin_label=”US Freelancers” use_info_icon=”on” info_icon=”||divi||400″ content_title=”Other US Freelancers” content_description=”
                                    \n
                                  • Limited benchmarking from similar FPI experience<\/li>\n
                                  • Lack of experience in cross-border nuances \/ European GAAP<\/li>\n
                                  • Limited investment in tools, such as<\/li>\n
                                  • Intelligize (SEC benchmarking software, $10K subscription)<\/li>\n
                                  • Inability to read\/speak German<\/li>\n<\/ul>” content_title_padding=”20px|0px|10px|0px|false|false” content_desc_padding=”0px|30px|10px|30px|false|true” _builder_version=”4.24.0″ _module_preset=”default” content_title_font=”|700|||||||” content_title_font_size=”20px” content_desc_font_size=”13px” background_color=”#F2D6CD” background_enable_color=”on” width=”90%” height=”90%” custom_padding=”20px|20px|20px|20px|true|true” global_colors_info=”{}”][\/dipi_info_circle_item][\/dipi_info_circle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.24.0″ background_color=”#FBF2EF” custom_padding=”80px|0px|80px|0px|true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.3″ _module_preset=”default” header_font_size=”68px” header_2_font_size=”45px” global_colors_info=”{}”]

                                    What Clients Say<\/h2>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/Snowplow-GAAP-Matrix.png” title_text=”Snowplow GAAP Matrix” show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.24.0″ box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/EA-ASC-842.png” title_text=”EA ASC 842″ show_in_lightbox=”on” align_tablet=”center” align_phone=”” align_last_edited=”on|desktop” _builder_version=”4.24.0″ box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.24.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/kn.wmhosts.com\/wp-content\/uploads\/2024\/01\/PGT-Audit-Email.png” title_text=”PGT Audit Email” show_in_lightbox=”on” _builder_version=”4.24.0″ _module_preset=”default” box_shadow_style=”preset1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.23.1″ background_color=”#87C0CD” custom_padding=”80px|0px|80px|0px|true|false” global_colors_info=”{}”][et_pb_row _builder_version=”4.25.1″ _module_preset=”default” width=”90.6%” custom_margin=”||||false|false” custom_padding=”|||0px||” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.24.3″ _module_preset=”default” global_colors_info=”{}”][et_pb_code _builder_version=”4.24.3″ _module_preset=”default” width=”99.9%” custom_margin=”|-348px||||” custom_padding=”|1px||||” global_colors_info=”{}”]