M&A + ACCOUNTING ADVISORY
The Winston CPA Group leads finance transformations, process optimizations, and post-merger integrations across accounting and finance teams in organizations navigating growth, acquisition, and operational changes.
Flagship Engagement Outcomes
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Led post-merger integration for an $80B global media client, guiding global teams through an optimized close cadence, developing and refining SOPs, stabilizing month-end activities, and directing a full knowledge-transfer plan across all impacted functions.
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Drove IPO readiness for a $120M private equity-backed tech client by rebuilding accounting processes, restoring reconciliation integrity, developing ASC 606 revenue models, and training leadership on explaining financial performance to internal and external stakeholders.
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Rebuilt the controllership function for an $800M transportation client, including implentation of a new revenue and billing platform, standardizing reconciliations, modernizing AP processes for data transparency, establishing weekly cash-forecasting routines, and developing liquidity models to support debt management and cash planning.
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Book time with our team to discuss how we support finance transformations, integrations, and operational rebuilds.