James Rokicki

Background

About James Rokicki

I've been helping companies solve accounting and finance problems in a variety of industries (primarily manufacturing, software, medical devices, distribution, retail, real estate, and investments).I've seen issues with multiple lenses. I've been the auditor, I've been the auditee. I've worked for the acquiror and the acquiree during mergers and acquisitions. I’ve worked for the borrower and the lender on lending transactions.I've assisted companies with their IPO's and helped existing SEC registrants maintain and improve upon their filings. I've been helping companies implement controls since the Sarbanes-Oxley Act became law. On the business side, I help companies thrive when business is great and help companies keep their doors open when business is slow with- annual budgeting and short-term forecasting- cash-flow forecasting- audit preparation- day-to-day accounting- investor and board presentations- mergers and acquisitions support - due diligence on acquisition targets, pro forma financial statement modeling, and post-acquisition integration/accounting,On the technical side, I help companies navigate the often confusing world of accounting so that your team can stay focused on operating the business by providing services such as- implementing new accounting rules- designing/implementing internal controls- complying with SEC reporting requirements (10-K's, 10-Q's, IPO preparation)- working with tax professionals when preparing your income tax returns and tax provisions- working with valuation professionals when preparing your intangible asset and 409A equity valuations.