At Stout, we understand the key challenges that businesses face when preparing financial statements and SEC filings. These challenges are compounded by time constraints, the nuanced expertise required to discern changing financial statement presentation and disclosure rules, SEC reporting requirements, and complex accounting standards. Add in the burden of resource availability, especially if your accounting team is lean, and these tasks can become overwhelming.

That’s where Stout comes in. We free up your team members to focus on their daily operations while ensuring that your financial statements comply with U.S. GAAP and/or SEC requirements. Our team brings specialized knowledge and expertise on presentation and disclosure requirements, and we diligently prepare support files that tie to your financial statements for auditor review. We help draft memos and accounting policies, prepare disclosure checklists, and serve as liaisons between your company and auditors. Our team also takes charge of project managing the filing or issuance process by effectively coordinating with management, legal teams, auditors, and all other parties involved. Your financial reporting compliance becomes our top priority, leaving you free to focus on what you do best — running your business.

Our Services

Financial Statement Preparation »

• Registration statement preparation and advisory
• S-1
• S-4
• F-1
• F-4
• Private company financial statement preparation
• Audit preparation
• Tax provisions
• Public company readiness

SEC Filing Preparation & Advisory »

• 10-K
• 10-Q
• 8-K (including pro forma financial statements)
• 20-F
• 6-K

Separation & Carve-Outs »

Who We Serve

• Accounting and finance professionals at public, private, and portfolio companies including:
• Chief Financial Officers
• Chief Accounting Officers
• Corporate Controllers
• Managers/Directors of Technical Accounting and Financial Reporting
• Heads of Financial Reporting or Tax
• Private equity sponsors

Client Success Story

Learn how Stout was able to successfully deliver when our client Carisma Therapeutics needed us.