Financial reporting clarity for companies that are scaling up.
Scalar Advisory Partners helps private and publicly traded companies get complex accounting right. Our work covers technical accounting positions and clean financial statements, along with audits that run smoothly and controls you can rely on.
- Who we serve
- Private & publicly traded companies
- Based in
- Orange County, California · Fully remote, serving companies nationwide
- Focus areas
- Reporting · Technical Accounting · Audit Readiness · Internal Controls
- Contact
- giuliana@scalaradvisory.com
Accounting advisory, where you need it most
Select a service to see what it covers and the situations it’s typically brought in for.
Financial Reporting
What’s included
Often brought in when
Representative topics include
Have a reporting deadline coming up?
Ask About This ServiceFor private and publicly traded companies
The reporting burden looks different on each side of going public. The need for defensible accounting and audit-ready books is the same. Scalar is a fully remote practice based in Orange County, working with companies nationwide.
Growing into institutional-grade reporting
As companies grow, raise capital, or prepare for a transaction, lenders, investors, and acquirers expect financial statements that hold up to scrutiny.
- First-time audits and audit readiness
- GAAP financial statements and disclosures
- Accounting for acquisitions and new transactions
- IPO and transaction readiness support
- Controls that scale with the business
Reporting under public-company demands
Public filers face compressed deadlines, complex transactions, and heightened scrutiny from auditors and regulators, often with lean internal teams.
- Periodic reporting support and disclosure review
- Technical accounting memos for complex transactions
- New accounting standard adoption
- Audit coordination and PBC management
- Internal controls and SOX readiness support
Industries served
The founder’s experience across public accounting and financial reporting leadership roles at publicly traded companies sits in these industries.
Life sciences
Research and development accounting, collaboration and licensing arrangements, and stock based compensation for companies moving from development toward commercialization.
Healthcare
Revenue recognition, reimbursement considerations, and reporting for healthcare businesses operating under close regulatory scrutiny.
Consumer products
Inventory, revenue, and margin reporting for brands selling across retail, wholesale, and direct to consumer channels.
Manufacturing
Cost accounting, inventory valuation, and internal controls that keep pace with production and supply chain complexity.
Real estate
Property acquisitions, lease accounting, and financial reporting for portfolios, operators, and development projects.
Hospitality
Multi location reporting, lease accounting, and controls for operators managing seasonal, high volume businesses.
Environmental services
Project based revenue, contract accounting, and reporting for field services, consulting, and remediation work.
How an engagement works
Straightforward, documented, and built around your deadlines, so your team and your auditors always know where things stand.
It begins with a short introductory call
No commitment up front. We talk through your situation and deadlines on a brief introductory call, and if we’re a fit, you’ll receive a proposal outlining the scope, timeline, and deliverables before any work begins.
Understand the question
We start with the facts: the transaction, the deadline, and what your auditors will need to see. That frames the scope, the timeline, and the deliverable before work begins.
Advise and document
You get a clear position, supported by the relevant guidance and documented in a memo or workpaper your team can stand behind, and your auditors can follow.
Support through execution
We stay involved through implementation, close, and the audit itself, answering follow-ups, preparing supporting schedules, and helping the process finish on time.
Senior accounting expertise, without the big-firm overhead
Scalar Advisory Partners is a fully remote accounting advisory practice based in Orange County, California, serving private and publicly traded companies nationwide.
The firm focuses on the work that determines whether reporting goes smoothly: Financial Reporting and Technical Accounting, Audit Preparation, Internal Controls, and Interim Accounting Leadership. Engagements are led directly by the firm’s founder, so the advice you get comes from the person accountable for it.
Giuliana Watson, CPA (active, California), founded Scalar after about a decade of experience spanning public accounting and leadership roles in financial reporting and technical accounting at publicly traded companies. Her background includes audit and IPO engagements, with a focus on complex SEC financial reporting, US GAAP, technical accounting matters, and SOX internal controls.
- Founder-led engagements, start to finish
- Documentation your auditors can rely on
- Support scaled to your reporting calendar
Questions companies ask us
Do you replace our internal accounting team or our auditors?
Do you perform audits or opine on financial statements?
Can you help with a single technical accounting question?
How far ahead of an audit should we reach out?
Where are you located, and do you work remotely?
Tell us what you’re working on
A deadline, a transaction, a first audit, a control gap. Send a short note with where things stand and we’ll take it from there. Getting started is low commitment: a short introductory call first, then a proposal, you decide from there.
Start your inquiry
Tell us a little about your company and what you are working on. Your inquiry goes straight to the firm’s inbox, and we reply within one business day.
Prefer email? giuliana@scalaradvisory.com