Navigating Post-IPO Financial Reporting with Fractional Finance Support

CRCFO
Jun 5
2 min read

by Kevin Sarney, CPA Life Sciences Practice Leader

Taking a company public through an IPO is a significant milestone, but it also introduces a new set of financial reporting responsibilities. Many firms, after the initial excitement of going public, find themselves unprepared for the rigorous quarterly reporting requirements mandated by the U.S. Securities and Exchange Commission (SEC).

At Charles River CFO (CRCFO), we specialize in providing fractional finance services to support leadership teams—CFOs and CEOs—in meeting these demands efficiently and effectively.

WHY CONSIDER FRACTIONAL FINANCE SERVICES PRE AND POST-IPO?

Cost-Effective Expertise: Access seasoned financial professionals without the overhead of full-time hires.
Flexibility: Scale services to match your company's evolving needs.
Timely Compliance: Ensure accurate and punctual SEC filings, avoiding potential penalties.

KEY SUPPORT AREAS:

Our fractional finance professionals can assist with:

Financial Statement Preparation: Ensuring accuracy and completeness of Balance Sheets, Income Statements, Cash Flow Statements, and Statements of Shareholders’ Equity.
MD&A Development: Crafting insightful Management's Discussion and Analysis sections that reflect your company's financial condition and operational results.
Regulatory Coordination: Collaborating with legal and compliance teams to ensure all disclosures meet SEC standards.
Certification Review: Assisting company signers in reviewing and understanding required certifications.
EDGAR Filing: Managing the electronic submission of Form 10-Q via the SEC's EDGAR system.

By partnering with CRCFO, you can confidently navigate the complexities of public company financial reporting, ensuring compliance and maintaining investor confidence.

TAKE THE NEXT STEP

If you're planning an IPO or have recently completed one and need additional fractional financial expertise to support your team, let's discuss how we can assist. Visit www.crcfo.com to learn more about our services and to get in touch with us to schedule a consultation.