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Financial Services

The key to an efficient, timely and reasonably priced engagement, as well as hitting filing deadlines - without fee overruns - is oversight and preparation. AXIA's experienced professionals can ensure that when the auditor arrives that not only are the required materials ready, but they are prepared in accordance with the appropriate standards as well as generally accepted principles and SEC requirements.

Among our services are the following:

  • Development of Corporate Policies and Charters
  • Technical Issue Research, Resolution and Documentation
  • Key Footnote Disclosure Research and Resolution
  • Reconciliation of Sub-ledger Accounts to the G/L
  • Assembly of Workpapers
  • Consolidation and Preparation of Financial Statements
  • Footnote Preparation, Completion of SEC Checklists
  • Preparation and Completion of Required SEC Filings - 10K, 10Q, 8K, S-1, S-11, etc
  • Liaison, communication and coordination with external auditors

Our approach is designed to address issues on the front end which serves to contain fee overruns. We will ensure that our clients' filing deadlines are on schedule so as not to disrupt the borrowing or capitalization structure.

To learn more about the role we play, please read our brochure.

Williams Tower • 2800 Post Oak Blvd • Suite 3650 • Houston, TX 77056 • 713.589.5050