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Operational & Technical Accounting That Grows With You

Lohman delivers adaptable, on-demand support that’s ready to jump in from day one and scales seamlessly with your business from SEED to SEC.

PHASE TASKS
Start-Up
  • Payroll Processing
  • Benefits Administration
  • Bookkeeping
  • Cash Management
  • CFO Support
  • Fundraising
  • Equity Management
Grow
  • Audit Prep
  • Procurement
  • Diligence Support
  • Venture Debt
  • Procurement System Implementation
Optimize
  • ERP Selection + Implementation
  • IPO Prep Support
  • Internal Control Design
  • SOX Readiness
IPO
  • SEC Reporting
  • SOX Implementation
  • Internal Audit Support
PHASES OF THE PARTNERSHIP
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WHAT WE DO
Fractional Accounting Services

Our team provides high-growth companies with a fractional accounting team, who fully integrate with your existing team. Comprised of former public accountants in life sciences, technology and renewables markets, we offer a unique ability to bridge client needs in today’s competitive landscape.

Our professionals bring deep expertise in financial close best practices and proficiency with leading accounting software including NetSuite, Oracle Fusion, Sage Intacct, QuickBooks, Microsoft Dynamics, and more. With strong communication skills and the ability to manage multiple priorities, our team delivers reliable, high-quality accounting solutions.

Fractional Accounting Services ACCOUNTING SERVICES INCLUDING
  • Monthly, quarterly, and year-end close
  • Customized financial reporting packages
  • Audit preparation and support
  • Clinical trial accruals
  • Ongoing SEC reporting (10Qs & 10Ks)
  • Cap table management
  • Operational accounting support
Technical Accounting

Our technical accounting team is comprised of highly experienced professionals with expertise from Big 4 public accounting and in-house industry roles. We specialize in helping clients navigate complex accounting issues by providing clear, actionable guidance grounded in U.S. GAAP and IFRS. Whether you’re facing a first-time audit, preparing technical memos, or addressing non-routine transactions, we deliver practical and defensible solutions tailored to your business. Our services include technical research, analysis, and documentation of technical conclusions.

Technical Accounting
EXAMPLES OF OUR TECHNICAL ACCOUNTING ENGAGEMENTS INCLUDE
REVENUE RECOGNITION (ASC 606)
  • Drafting technical memos, policies, and financial statement disclosures
  • Assessing contracts and applying the five-step revenue recognition model, including identifying performance obligations, contract consideration, variable consideration, material rights, principal vs agent considerations, and recognition timing
LEASE ACCOUNTING ANALYSIS (ASC 842)
  • Identifying and classifying lease contracts, evaluating lease terms, options, and discount rates
  • Preparing ASC 842 lease schedules, including calculation of ROU assets and lease liabilities and amortization
  • Drafting technical memos, policies, and financial statement disclosures
STOCK BASED COMPENSATION (ASC 718)
  • End to end support across all stages of the equity lifecycle, including determining award classification (equity vs liability), preparing Black- Scholes fair value, assessing award modification, and expense recognition.
  • Stock options, RSU, RSA, phantom stock, secondary sale transactions and cheap stock
  • Drafting technical memos, policies, and financial statement disclosures
FINANCIAL STATEMENTS & AUDIT PREPARATION
  • Financial Statement Preparation (10-K, 10-Q, MD&A, S-1 F pages, etc.)
  • Audit Preparation & Project Management
  • US GAAP & IFRS Conversions
BUSINESS COMBINATIONS
  • Memo drafting and purchase accounting
  • Opening balance sheet preparation, Day 1, and push-down accounting
  • SEC and GAAP pro forma preparation
  • Business combination vs. asset acquisition assessments
OTHER TECHNICAL ACCOUNTING
  • Debt & Equity Issuances – Memos for convertible debt, SAFEs, preferred stock, warrants, derivatives, and embedded derivatives
  • EPS Calculations
  • Software Capitalization
  • Commercialization & Collaboration – Accounting for partnerships, clinical trials, and joint ventures
  • Complex Entity Structures – Memos for VIEs and related arrangements
Financial Planning & Analysis Support

Financial Planning & Analysis Support

Lohman can deliver forward-looking financial forecasts that provide meaningful insights into your business’ financial future and support Company Leadership with greater clarity around resource planning optimization and reporting to investors and board members.

CAPABILITIES
  • Initial budget build and use of proceeds
  • Cash flow forecasting
  • 3 to 5 year model supporting fundraising needs
  • Scenario planning
  • Annual business planning
  • Reporting and dashboards
  • Board meeting presentations

CFO Support

As the Office of the CFO becomes more integral to company growth and decision-making, we provide experienced, hands-on leadership without the overhead of a full-time CFO. Our team delivers strategic financial guidance, fundraising, forecasting, and investor relations support, empowering your leadership team to make data-driven decisions.


  • Strategic Financial Planning & Scenario Analysis
  • Investor Reporting & Management
  • Fundraising Support
  • Mergers & Acquisitions (M&A) Support
  • Board-Level Reporting and Presentations
  • Budgeting and Cash Flow Management
CFO Support
Financial Planning & Analysis Support

HR Consulting

Lohman delivers flexible, high-quality HR consulting tailored to your needs—whether strategic or day-to-day. Our scalable services adapt as your business evolves, bringing fresh insight and specialized expertise across industries. With an external perspective, we help identify challenges and opportunities to strengthen your operations.

  • HR Strategy, Compliance & Fractional Leadership
  • Talent Acquisition, Onboarding & Offboarding
  • Performance Management, Benefits & Employee Relations
  • HR Technology & Systems Setup

Get in Touch.

Then get back to business.

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STARTUPS & PRIVATE COMPANIES
  • Outsourced Finance and Accounting
  • Audit Preparation and Management
  • Budget and Cash Forecasting
  • Fundraising Support
  • Reporting to Board Members
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IPO / M&A READINESS
  • S-1 Drafting and IPO Prep
  • Internal Controls Documentation
  • Technical Accounting
  • GAAP Financial Statement Preparation
  • M&A Readiness and Due Diligence Support
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PUBLIC COMPANIES
  • SEC Reporting
  • Audit Committee Presentation
  • Sarbanes-Oxley Internal Controls Set Up, Assessment and Testing
  • Fundraising Support
  • Reporting to Board Members