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Trusted Advice

SEC Services

To enable scalable growth, public companies of all sizes require highly personalized solutions to their complex audit, tax, risk and technology challenges.
Deep Expertise
Solving Today’s and Tomorrow’s Challenges
Whether you’re a mature enterprise, a high-growth mid-market company or are preparing to go public, you need trusted advisors who understand your business and will craft solutions to your challenges today as well as tomorrow.
200+ Public Company Clients
200+ Public Company Clients
Working alongside businesses in over 19 industries
20+ Years Advising and Auditing SEC Registrants
20+ Years Advising and Auditing SEC Registrants
Building more efficient processes and eliminating unnecessary reviews
Deep Experience Converting from Private to Public
Deep Experience Converting from Private to Public
Effectively achieve your goals and meet key milestones on the journey to IPO

Personalized Solutions

Hit Your Growth Targets

Your compliance and operational ecosystem becomes more complicated as your company matures. To reach that next growth milestone, you need to build more efficient, sustainable and insightful business practices and strategies. Whether it’s legal guidelines requiring independent, third-party services or lack of internal resources, realizing your goals may demand a trusted partner with a tailored approach, including:

  • Client-Centric Methodologies – Whiteboard strategies to build a roadmap that addresses your specific needs and empowers decision making
  • Integrated Services – Examine the whole of your people, processes and technology to break down departmental siloes that inhibit efficiency
  • Scalable Offerings – Utilize technologies and strategies that streamline processes and can be modified quickly as business needs shift
Extensive Services
Public Company Offerings

As your industry and regulatory challenges evolve, our expert team is ready to work alongside you in a myriad of ways to help you reach your next stage, including:

SEC Services IPO Readiness
Prepare Now
IPO Readiness
Taking your company public is a complex, time-intensive process. A filing error can extend your timeline — costing your stakeholders money or hurting your business’s long-term prospects. To comply with necessary SEC requirements on day one, you need to understand how to act like a public company now.
Get Ready to IPO
Experts
Matt Perreault - Audit | Armanino
Partner
Matthew Perreault, CPA
Matt has more than 30 years experience and is a recognized expert in Revenue Recognition, Complex Debt vs Equity issues.
San Ramon, CA
Matt Fricke - Tax| Armanino
Partner
Matt Fricke
Matt has over two decades of experience providing tax expertise to technology and life sciences clients.
San Jose, CA
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Resources
How the 7 New SEC Private Fund Rules Create a Need for Innovation
Article
How the 7 New SEC Private Fund Rules Create a Need for Innovation
What’s the impact of the new rules and what opportunities do they offer for investment advisors?
November 29, 2023
Top 100 SaaS Companies Survey 2023
White Paper
Top 100 SaaS Companies Survey 2023
See how your capitalization practices compare to other SaaS firms and what to keep an eye on.
November 15, 2023
6 Ways to Comply With the SEC’s New Cybersecurity Disclosure Rules - Isometric image with lock
Article
6 Ways to Comply With the SEC’s New Cybersecurity Disclosure Rules
Gain clarity on the new requirements and learn tips to help you streamline the reporting process.
October 27, 2023
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