Specialized finance expertise for the work outside the ordinary
Technical accounting, internal audit, transaction readiness, controls, interim leadership – experienced professionals for the moments your team needs more depth or more capacity.
Numera is a Strong Fit For
Finance teams facing a complex project outside their day-to-day expertise
Organizations preparing for transactions, audits, or significant reporting events
Companies navigating technical accounting, controls, or regulatory requirements
Leadership teams that need experienced finance capacity without making a permanent hire
Assurance Support Services
Some challenges require expertise out of the ordinary.
A new accounting standard. An acquisition. A regulatory review. A control deficiency. An audit. A carve-out. An unexpected leadership gap. These situations can create highly specialized demands on a finance team that is already responsible for keeping the business moving.
Numera brings experienced professionals into the moments where additional expertise or capacity matters most. Numera assesses the issue, executes the technical work, supports your team through critical deadlines, and stays involved through implementation or transition without requiring you to build permanent capabilities around a temporary need.
Assessment & Scoping
- Current-state risk assessments
- End-to-end process walkthroughs
- Process and control gap analysis
- Capacity planning
- DCF and fair value models used in key estimates
- Operational audit design and execution
Technical Accounting & Reporting
- New and technical accounting standard assessments
- Revenue recognition and lease accounting
- Business combinations
- Goodwill and asset impairment reviews
- Debt and equity offerings
- Carve-outs and standalone financial statements
Risk, Controls & Compliance
- Internal audit projects and staffing
- Operational audits and reviews
- FCPA audits and reviews
- Control testing and deficiency analysis
- Compliance risk assessments
- Regulatory readiness support
- Remediation support
Operational & Transaction Support
- Fractional, interim, and turnaround CFO / Controller support
- Specialized finance and accounting staffing
- Transaction readiness
- M&A data room preparation
- Post-close integration
- External audit coordination
Finance transformation for growing businesses — and the sponsors behind them.
Most growing companies do not need a boardroom presentation. They need the finance function to work better. We embed alongside your team to improve processes, implement the right systems, and free up cash without adding unnecessary overhead.
What We Do
Fractional CFO & Controller
Senior finance leadership when and where you need it — interim, fractional, or turnaround — without a full-time hire.
Process Improvement
Streamline how the work gets done — close, AP/AR, reporting, and controls — so your team spends less time firefighting and more time on the business.
Technical Accounting
Complex transactions, new standards (revenue, leases), and audit support handled pragmatically under US GAAP.
Assurance Support Services
From SOX compliance to internal audit prep and external audit coordination, we help private and public companies meet requirements and create lasting value for your business.
Cashflow & Working Capital
Forecasting, working-capital management, and hands-on support to keep cash where it needs to be and surface problems before they become crises.
Debt & Financing Support
Preparation and support for debt raises, refinancing, and lender relationships — models, packages, and numbers that stand up to diligence.
Transaction Readiness & Integration
Prepare for and execute a deal with confidence — from diligence prep and data-room setup to post-close integration — so nothing slips through the cracks.
Carve-Outs & Financial Statement Prep
Standing up or separating a business unit? We handle the heavy lifting—standalone financials, pro forma adjustments, and carve-out support.
Systems & ERP Implementation
Move off spreadsheets and legacy tools. We select, implement, and optimize cloud-based accounting and ERP platforms — so your data is real-time, reliable, and built to scale.
AI & Finance Modernization
Bring your finance function into the AI era. We automate manual close, reporting, and reconciliation work with modern, cloud-based tooling that pays for itself.
How Numera keeps assurance work moving
1
We identify
where support is
needed most
We assess the reporting requirement, audit or regulatory timeline, technical issues, existing processes, controls, and internal capacity – so that we can see quickly where the pressure really is.
2
We figure out
the gaps and
priorities
We walk you through the missing documentation, technical accounting questions, control deficiencies, and process issues that could create delays – so that you understand the “why,” not just the “what.”
3
We put experienced
people on the work
We deploy the right combination of accounting, audit, controls, and financial reporting expertise to do the work – so that you get the issues resolved, not a list of recommendations for your team.
4
We coordinate
through the critical
milestones
We work alongside your management team, auditors, and other stakeholders to keep requests organized and technical questions resolved – so that deadlines keep moving.
5
We leave the
finance function
stronger
Where it makes sense, we help document policies, remediate controls, and establish repeatable practices – so that the next time scrutiny increases, it’s far less disruptive.
Who Leads This Work
Carrie Reoh
CPA, MBA
Partner, Numera Advisory
Carrie brings 15 years of accounting and finance leadership experience to Numera’s Finance Operations practice. Drawing on more than a decade in controller and operating roles, she helps growing and PE-backed businesses strengthen financial processes, reporting, controls, systems, and teams — building the infrastructure finance functions need to support greater scale and complexity.
Common situations we help you navigate
The audit is approaching, and the finance team isn’t ready
Schedules are incomplete, documentation is scattered, reconciliations need attention, or the internal team simply does not have enough capacity to manage day-to-day responsibilities and increasingly detailed audit requests at the same time.
Numera organizes the work, prepares supporting information, addresses issues, and coordinates with external auditors so management can keep the process moving.
A complex accounting issue needs specialized expertise
A business combination, new accounting standard, impairment analysis, debt or equity offering, or unusual transaction can create accounting questions outside the internal team’s everyday experience.
Numera brings technical accounting expertise to evaluate the issue, document the appropriate treatment, and help management translate the conclusion into accurate financial reporting.
Controls or compliance requirements need to catch up
Growth, transactions, changing regulations, or increased stakeholder expectations can expose gaps in processes and controls that were adequate when the organization was smaller.
Numera assesses the current environment, identifies gaps, and helps management strengthen controls, policies, and operating frameworks before those weaknesses become larger problems.
Frequently Asked Questions
What are assurance support services?
Assurance support services help management prepare for and respond to audits, financial reviews, regulatory requirements, internal control needs, and complex accounting or reporting matters. Numera works alongside your finance team to provide additional expertise, capacity, and execution where it is needed.
Does Numera perform financial statement audits?
This service is focused on supporting management through audit and assurance requirements rather than replacing the independent external auditor. Numera helps prepare financial information, documentation, schedules, technical accounting analyses, and other materials while coordinating with the external audit team.
How is assurance support different from an external audit?
An external auditor independently evaluates financial information and provides the applicable level of assurance. Assurance support sits on management’s side of the table. Numera helps your organization prepare for that scrutiny, respond to requests, resolve accounting issues, and strengthen the processes supporting financial reporting.
Can Numera help us prepare for an external audit?
Yes. Numera organizes supporting schedules and documentation, prepares financial statements, addresses accounting questions, manages audit requests, coordinates with external auditors, and resolve issues that could otherwise slow the process.
Can Numera work directly with our external auditors?
Yes. Numera serves as an experienced point of coordination between management and the external audit team, helping organize requests, resolve technical questions, track open items, and keep the process moving toward completion.
Does Numera provide technical accounting support?
Yes. Numera supports complex accounting matters under US GAAP and IFRS, including new accounting standards, revenue recognition, leases, business combinations, goodwill and asset impairment, and other specialized reporting matters.
Can Numera help with internal controls?
Yes. Numera assesses processes and controls, identifies gaps, performs control testing, analyzes deficiencies, and help management develop or strengthen controls and supporting documentation.
Does Numera provide internal audit support?
Yes. Numera supports internal audit projects and staffing needs, including risk assessments, operational reviews, control testing, and other focused internal audit initiatives.
Can Numera help prepare for a regulatory review?
Yes. Numera helps you understand applicable requirements, assess current readiness, organize supporting information, address gaps, and prepare management for regulatory scrutiny. The Numera team has extensive experience working across U.S. and international regulatory environments.
Can Numera help implement a new accounting standard?
Yes. Numera assesses the impact of new accounting requirements, develops the appropriate accounting approach, creates policies and supporting documentation, and assist management with implementation and ongoing compliance.
What if we only need temporary additional capacity?
That is a common reason clients engage Numera. Numera mobilizes experienced professionals for a specific audit, reporting cycle, regulatory project, remediation effort, or other time-sensitive need without requiring you to permanently expand the internal team.
How quickly can Numera begin an assurance support engagement?
Numera is structured to mobilize quickly when deadlines are pressing. Experienced specialists can begin an initial state assessment within one to two weeks, with teams deployed based on the specific requirements and urgency of the engagement.
Will Numera only identify problems, or can you help fix them?
Both. Numera’s approach is designed around execution, not simply assessment. After identifying technical issues, control gaps, documentation needs, or process weaknesses, Numera works alongside your management team to remediate them and help embed stronger practices into the organization.
Why choose Numera for Assurance Support Services?
Numera combines technical accounting depth with experienced professionals who can work directly alongside management. Numera’s engagements are structured around the problem in front of you, with senior expertise close to the work, rapid mobilization, and practical execution designed to help your team reach the finish line–not simply leave you with another list of recommendations.