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Value Creation Partner to theOffice of the CFO

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.

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What We Do

Our Solutions

We work side-by-side with your finance leadership to deliver technical expertise exactly when you need it most.

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Financial Statement Preparation & Technical Accounting Advisory

We prepare accurate and compliant financial statements and provide assistance in documenting memos and supporting workbooks for complex accounting matters.

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Audit Readiness & Auditor Management

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.

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SEC Reporting & IPO Readiness

We assist companies with their SEC reporting obligations and capital markets transactions, including:

  • Preparation of 10-K and 10-Q filings
  • Upscaling of financial statements to SEC standards
  • Quarterization of annual financials
  • Public company readiness assessments
  • Ongoing compliance matters related to being a public company
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SOX Readiness & Internal Controls Advisory

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.

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Finance Transformation & Optimization

We support your finance transformation journey end-to-end, including:

  • System and Process Automation
  • Financial Close Process Acceleration
  • System selection advisory, including PMO and accounting subject matter expertise
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Controllership Assistance

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

About Oceanview

Octavio Dossi
Octavio Dossi
Founder & President

Your company has reached the stage where the accounting and finance processes that got you here won't get you where you're going. Auditors, stakeholders, 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.

Oceanview Advisors was built to close that gap.

For over 20 years — fifteen at PwC and five as an Audit Partner at BDO — Octavio identified and reported on gaps and accounting adjustments across his clients. That experience gave him an inside view of the financial reporting and compliance challenges companies face at exactly your stage. He knows what auditors and regulators look for, because he was the one looking.

Every Oceanview engagement is senior-led from day one by Octavio himself. Clients have direct access to a partner who knows their business, understands their risk, and is accountable for the quality of the work — supported by a team built to deliver it. Every solution is executed with the rigor of a Big Four firm and the responsiveness of a partner who picks up the phone.

Over twenty years of finding gaps. Now we close them.

Get in Touch

Let's Work Together

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