FirmKey’s partners offer private equity accounting services, including portfolio accounting, outsourced bookkeeping, fractional cfo support, tax work, audits, and financial reporting.
Comprehensive Outsourced Accounting for Private Equity Portfolio Companies
- Ongoing Financial Operations and Reporting
Audits - Outsourced Bookkeeping
- Outsourced CFOs
- Interim Support, Controller
- Lender Reporting
- Investor Reporting
- Board Packages
- M&A Readiness and Transaction Support
- M&A Readiness
- Sell-Side and Buy-Side Quality of Earnings
- Financial Due Diligence
- QofE Light and Red Flag Analysis
- Add-On and Bolt-On Acquisitions
- Diligence, Integrations, Finance Accounting Diligence
- Valuation and Financial Analysis
- 409a Valuations
- Net Working Capital Analysis
- Financial Projections and Budgets
- Opening and Closing Balance Sheets
- Cash to Accrual Conversion
- Post-Transaction Integration
- Systems Integration
- ERP Integration
- Accounting Software Integration
Ongoing Financial Operations and Reporting
FirmKey’s network partners provide reliable and ongoing financial operations support to ensure consistent, accurate reporting and strategic oversight – all at a reasonable cost. Services include audits, outsourced CFOs, bookkeeping, and other critical accounting functions.
Audits
FirmKey’s network partners include CPA firms that are highly experienced in conducting audits and guiding businesses through audit preparation. Comprehensive audits provide third-party assurance of a company’s financial health and accuracy, enhancing credibility and supporting valuation expectations. Services include:
- Conducting audits, focusing on accuracy, reliability and adherence to accounting standards
- Ensuring financial statements (income statements, balance sheets, and cash flow statements) are accurate, well-documented, and audit-ready.
- Reviewing revenue recognition practices, expense classifications, and identifying discrepancies.
- Strengthening internal controls to maintain data integrity and enhance financial reporting accuracy.
- Coordinating effectively with auditors by providing necessary documentation and addressing inquiries promptly.
- Implementing recommendations or findings from the audit to optimize readiness for future transactions.
Other Ongoing Accounting Work
FirmKey’s partners provide consistent financial oversight and strategic reporting to ensure operational efficiency and accurate financial management across portfolio companies. These can be provided on a recurring basis – as outsourced members of your portfolio company’s accounting team – or as one off services to clean up or get a company ready for a transaction. Key services include:
- Outsourced Bookkeeping
- Outsourced CFOs
- Interim Support, Controller
- Lender Reporting
- Investor Reporting
- Board Packages
M&A Readiness and Transaction Support
FirmKey’s network partners are experts at preparing portfolio companies for mergers, acquisitions, and bolt-on transactions. Our teams are experts at M&A accounting services, and understand what PE backed companies need to know to be ready to execute a successful transaction. Proper preparation helps maximize transaction value and minimize risks throughout the deal lifecycle. Key services include:
- M&A Readiness
- Sell-Side and Buy-Side Quality of Earnings and Quality of Revenue
- Financial Due Diligence
- QofE Light and Red Flag Analysis
- Add-On and Bolt-On Acquisitions
- Diligence, Integrations, Finance Accounting Diligence
Valuation and Financial Analysis
FirmKey’s network partners provide specialized valuation and financial analysis services to ensure accurate reporting, compliance, and strategic decision-making at your portfolio companies. Key services include:
- 409a Valuations
- Net Working Capital Analysis
- Financial Projections and Budgets
- Opening and Closing Balance Sheets
- Cash to Accrual Conversion
Post-Transaction Integration
Proper integration is crucial for achieving a seamless transition after an acquisition. FirmKey’s network partners provide tailored post-transaction services to ensure financial systems are aligned and operational efficiencies are maximized if your portfolio companies are making acquisitions. Key services include:
- Systems Integration
- ERP Integration
- Accounting Software Integration
- Cap Table Maintenance
Why Choose FirmKey’s Network for Private Equity Accounting Services?
FirmKey’s network offers tailored, expert support across all aspects of private equity accounting, from financial reporting and compliance to M&A readiness and post-transaction integration. Our professionals can be engaged on a fractional, project-based, or outsourced basis, ensuring flexibility and high-quality service that matches your unique needs. With FirmKey’s network, you gain access to trusted accounting experts ready to optimize your portfolio companies’ financial operations.
Connect with us today to find the accounting partner you need to elevate your private equity investments!