Drawing on Big Four experience with the personal attention of a dedicated firm, Oceanview Advisors partners with CFOs, CAOs and Controllers to navigate complex accounting, financial reporting and compliance challenges — with confidence and clarity.
Our Solutions Get in TouchWhat We Do
We work side-by-side with your finance leadership to deliver technical expertise exactly when you need it most.
We prepare accurate and compliant financial statements and provide assistance in documenting memos and supporting workbooks for complex accounting matters.
We understand the challenges of navigating an audit and guide management through every step — from preparing schedules and converting from cash to accrual accounting, to managing auditor requests efficiently and confidently.
We assist companies preparing for IPOs and other capital markets transactions, including public company readiness assessments, upscaling of financial statements to SEC standards, quarterization of annual financials, and ongoing compliance matters related to becoming a public company.
We help companies design, document and implement internal controls over financial reporting to meet SOX requirements, including remediation of material weaknesses. We understand PCAOB standards and help you navigate auditors' requests with confidence.
We support your finance transformation journey end-to-end, including:
We serve as a trusted, on-demand extension of your team — providing senior-level accounting expertise without the overhead of a full-time hire. We assist with review of reconciliations, transaction and due diligence support, and training of your team on technical matters.
Who We Are
Your company has reached the stage where the accounting that got you here won't get you where you're going. Auditors, regulators, and investors demand a level of financial reporting rigor that most growing companies haven't built yet — and that gap rarely shows itself until it's costly: restatements, material weaknesses, loss of investor trust.
We built Oceanview Advisors to close that gap.
I spent over 20 years finding it. Fifteen years at PwC and five as an Audit Partner at BDO gave me an inside view of the financial reporting and compliance challenges companies face at exactly your stage. I know what auditors and regulators look for because I was the one looking.
Every Oceanview engagement is senior-led from day one. You'll have direct access to a partner who knows your business, understands your risk, and is accountable for the quality of your work — supported by a team built to deliver it. Audit-ready financial statements, transaction readiness, SEC reporting compliance, SOX-compliant internal controls, and finance optimization — executed with the rigor of a Big Four firm and the responsiveness of a partner who picks up the phone.
The person who used to find the problems is now the one making sure you never face them alone.
Get in Touch
Tell us about your needs and we'll respond within one business day.