2025 SEC Priorities
"In 2025, our priority remains ensuring public companies deliver transparent, high-quality financial disclosures that empower investors to make informed decisions," - SEC Chair Paul S. Atkins
.
Public Company Financial Reporting
Consultant - SEC Reporting & Compliance | Technical Accounting | Interim CAO/Controller
Deliver expert SEC Reporting, Technical Accounting, and interim financial leadership for small to mid-size public companies, easing regulatory burdens and ensuring compliance.
SEC Reporting & Compliance: Prepare investor-focused 10-Ks, 10-Qs, 8-Ks, S-1s, and Proxies, ensuring compliance with non-GAAP measures, MD&A, and emerging SEC rules (cybersecurity, ESG). Navigate SEC comment letters and provide strategic insight on climate and AI-related disclosures.
Technical Accounting: Provide clarity on complex topics, including ASC 606 (Revenue Recognition), ASC 842 (Leases), business combinations, and digital assets, ensuring accurate financial reporting.
Interim CAO/Controller: Lead financial reporting through leadership transitions, IPOs, M&A, or restatements, delivering Reg. S-X-compliant, audit-ready processes and robust ICFR aligned with COSO and PCAOB standards.
Leverage 30+ years of CPA experience to drive financial reporting excellence, partnering with CFOs and audit committees to mitigate risks and adopt AI-driven reporting tools.
“The SEC staff continues to emphasize the importance for disclosures that provide decision useful information to investors, including how changes and uncertainties may affect the predictive value of historical financial information ”
— BDO - Audit and Risk Committee Priorities
