SEC & Financial Reporting

The complexities of SEC and financial reporting can create a strain on any company’s resources. The task of interpreting and implementing accounting standards as well as documenting policies and procedures that will withstand the scrutiny of external auditors and SEC reviewers can become burdensome, and without an extensive internal knowledge base, problematic.

The ability to create and maintain best practices, stay current with the latest information, transfer consolidated financial statements into completed SEC filings, cite appropriate guidance, and deal with tight deadlines may be more than most companies can or want to deal with solely on their own.

AC Lordi’s extensive expertise in the area of SEC and financial reporting provide you with the most up-to-date guidance and best practices for SEC filings and disclosures. In tight deadlines surrounding quarter and year end, we provide an efficient process for transferring consolidated financial statements into concise, complete SEC filings. Our relationships with audit firms give us the ability to use their guides and interpretations to provide recommendations for financial statement preparation. AC Lordi also assists companies in designing management reporting systems that provide relevant information to improve management’s decision making ability, as well as the quality of those decisions.

At AC Lordi, our team brings practical and pragmatic approaches, methods and experience to your SEC and Financial Reporting needs. We can help you:

  • Prepare and review SEC registration statements (S-1, S-3) and forms (10-K, 10-Q, 8-K)
  • Assist with IPO readiness
  • Prepare and respond to SEC inquiries and comment letters
  • Prepare and review internal financial statements in accordance with US GAAP or OCBOA (Other Comprehensive Basis of Accounting )
  • Perform an SEC-type review of documents prior to submission to external auditors and the SEC
  • Perform detailed review of client-prepared SEC filings
  • Complete and review disclosure guides 
  • XBRL

AC Lordi has developed a respected and successful SEC and financial reporting practice based on years of experience with public and private companies. Our accounting professionals have diverse backgrounds in Big Four public accounting, private industry and the Securities and Exchange Commission. Many of our consultants have held positions as CFOs and controllers in both public and private companies.

Meet Our Experts

Tara Endy, CPA

Director, Accounting Services

Tara has 15+ years of experience in accounting, auditing, and financial reporting. She helps clients to prepare SEC documents, establish account reconciliation procedures, document accounting policies and procedures, manage the budget process, and review internal controls. She has served as interim controller and SOX coordinator. As Director of Financial Reporting for FAO, Inc., she oversaw all SEC reporting including forms 10-K and 10-Q. She also worked as an Audit Manager for PricewaterhouseCoopers where her clients included a $3 billion publicly traded battery manufacturer and a $5 billion US subsidiary of a building materials company publicly traded in France. Tara holds a B.S. in Accounting from Villanova University.

Phone: 610-455-2070

Rob Fenton, MS

Principal, Accounting Services

Rob has 25 years of experience in manufacturing accounting, acquisitions, divestitures, public offerings, corporate finance and financial planning. He supports clients with his expertise in SEC reporting, budgeting and forecasting, complex accounting issues, due diligence, and transition support for acquisition and merger integration issues. He has served as the Corporate Controller for a $12 billion agricultural and construction equipment manufacturer as well as the world’s largest building materials company. Rob holds both a B.S. and an M.S. in Economics from Pennsylvania State University.

Phone: 610-455-2076

Lisa Hilburn, CPA

Principal, Accounting Services

Lisa has provided audit and business advisory services for private, start-up companies and Fortune 100 multinational corporations with industry experience that includes manufacturing, healthcare, pharmaceutical, and not-for-profit companies. She has held key accounting roles for clients, including Consolidation Manager, Director of Accounting & Finance, and Assistant Controller. She also has seven years of Big 4 experience as an Audit Manager for Price Waterhouse. Lisa holds a B.A. in Business Administration from Gettysburg College.

Phone: 610-455-2078