The best accounting advisory services

Paired with project management AND big-picture strategy.

Shah Advisory helps tailor finance solutions for many early-stage technology companies, providing them with the support necessary to focus on business growth and opportunity.

Ways to work with us

CFO AND CONTROLLERShIP ADVISORY SERVICES

Shah Advisory helps to tailor finance solutions for many early-stage technology companies, providing them with the support necessary to allow them to focus on business growth and opportunity.

IPO READINESS SERVICES

Adequate preparation, speed and experience to complete a successful initial public offering are critical. We assist clients in assessing their IPO readiness, including helping them with complex and technical accounting matters and executing best practice financial processes and reporting.

COMPLEX ACCOUNTING ADVISORY SERVICES

You need to stay operationally focused on your business. Addressing accounting implications and interpretations after the transaction is executed can be detrimental and costly to your business.

CFO and Controllership Advisory Services

We believe in developing and implementing scalable processes and systems that are customized to each individual business.  

The CFO and Controllership Advisory Services are complementary to our Complex Accounting Advisory Services to support capital transactions, establish critical accounting policies, and develop positions on complex accounting matters.

Shah Advisory helps to tailor finance solutions for many early-stage technology companies, providing them with the support necessary to allow them to focus on business growth and opportunity.  Specifically, the team specializes in:

  • Design and implementation of financial infrastructure – systems, processes and controls

  • Financial administration and accounting – transactional activities

  • Monthly/Quarterly close and reporting

  • Equity/capital management

  • Audit preparation and readiness

  • Financial, planning and analysis, including budgeting and forecasting

IPO Readiness Services

Adequate preparation, speed and experience to complete a successful initial public offering are critical.  Shah Advisory assists its clients in assessing their IPO readiness which includes helping them with complex and technical accounting matters as well as executing best practice financial processes and reporting.  Shah Advisory has former Big 4 accounting professionals who have completed over 5 IPO and RTO engagements within life sciences, technology and retail, and real estate industries.  Our assistance ranges from specific areas of focus to complete financial reporting responsibilities during the IPO process that include:

  • Conversion of private financial statements to IFRS or US GAAP compliant statements;

  • Evaluation of segment reporting;

  • Earnings per share computations;

  • Drafting of financial statements and management’s discussion and analysis;

  • Drafting other key financial areas (i.e. Summary, selected financial data, capitalization and dilution);

  • Preparation of pro forma financial information that may be included in a Prospectus of FIling Statement;

  • Preparing SEC and OSC comment letter responses; and

  • Recasting financial information for forward and reverse split factors.

Complex Accounting Advisory Services

You need to stay operationally focused on your business.  Addressing accounting implications and interpretations after the transaction is executed can be detrimental and costly to your business objectives.   Shah Advisory allows you to navigate through complex technical accounting matters efficiently and ensure accounting is best aligned with your business objectives.  Shah Advisory specializes in complex accounting matters that include but are not limited to:

  • Business combinations;

  • Revenue recognition;

  • Lease accounting;

  • Debt and equity instruments;

  • Purchase accounting and working capital adjustment validation;

  • Earnings per share;

  • Consolidations, including variable interest entities; and

  • Share-based payment arrangements.