Public Company Solutions

Navigating Complexities with Confidence

At Insero, we understand the unique challenges and opportunities that come with being a public company. Our team of experienced professionals is dedicated to providing comprehensive public company solutions that ensure compliance, enhance transparency, and support your strategic goals. Whether you’re preparing for an initial public offering or managing ongoing regulatory requirements, we are here to help you every step of the way.

Initial Public Offering (IPO) Readiness

Preparing for an IPO is a transformative milestone for any company. Our IPO services are designed to guide you through the process with precision and expertise. We assist with:

• Elevate Financial Reporting: We help you modify internal financial statements and draft additional disclosures required by the SEC.
• Registration Statements: Crafting detailed and compliant registration statements that meet SEC requirements.
• Internal Control Design and Testing: Evaluating and enhancing your internal controls to ensure they meet the rigorous standards expected of public companies.

Ongoing Compliance and Reporting

Public companies encounter continuous regulatory demands and reporting duties. We offer ongoing assistance to ensure you remain compliant while fostering confidence among your investors. Our services include:

• Financial Statement Preparation: We can assist with the preparation of quarterly and annual financial statements to ensure compliance and accuracy.
• Technical Accounting Whitepapers: Whether there is a new transaction that you need to understand the correct accounting or a response to an SEC Comment Letter, our technical experts can assist in researching and documenting the appropriate treatment.
• Internal Controls Testing: Performing detailed assessments of your internal controls to identify areas for improvement and ensure compliance with Sarbanes-Oxley Act requirements.
• Accounting Standards Adoption: Navigating the adoption of new accounting standards can be complex and challenging. Our team provides expert guidance to ensure a smooth transition.
• Accounting for Leases under ASC 842: Even after the initial adoption of ASC 842, ongoing tracking and accounting for leases can be complex. We can simplify these complexities by assisting with all facets of accounting for leases under ASC 842, including lease identification and classification, lease data management, and financial reporting.
• Pay versus Performance: Proxy disclosures have become more complex in recent years. Our team can assist you in preparing the detail calculations supporting these disclosures.
• Form 11-K Audits: Conduct thorough audits of your Form 11-K to ensure compliance with SEC and DOL rules and regulations.  Learn more about our robust employee benefit plan audit practice here.
• Quality of Earnings & Due Diligence Solutions: Learn more about these services here.

Why Insero?

At Insero Advisors, we are more than just a service provider—we are your trusted partner. Our team brings deep industry experience, a hands-on approach, and the reliable guidance you need to navigate the complexities of being a public company. We are committed to helping you achieve your strategic goals with confidence and clarity.

Insero has experience unique to a firm our size, with many partners with national firm experience. If you’re looking for an alternative to the fee structure of a large firm without sacrificing expertise, look to us for public company solutions.

Insero & Co. CPAs is a member of the Center for Audit Quality (CAQ) and the Public Company Accounting Oversight Board (PCAOB).