Assurance Manager
Current- Generate compilation reports, review reports, and assist in the audits of startups and established companies conducting crowdfunding campaigns to raise $1M - $5M under SEC Regulation CF- Manage engagements from start to finish, which consists of (i) analyzing financial statements, (ii) reviewing debt & equity instruments, corporate & legal documents, and various schedules evidencing a company’s financial position, performance, and management’s assertions, and (iii) conducting inquiry calls in accordance with Auditing Standards Board- Adjust financial statements to comply with U.S. GAAP and FASB including, but not limited to ASC 606, ASC 350 & 985, ASC 718, ASC 850, ASC 842, and create the accompanying disclosures of material events and transactions- Compile tax returns for individuals and entities; review returns prepared by staff to ensure accuracy and completeness