Technical Accounting Advisory

Where complex accounting becomes clear direction

DLC Direct partners with companies navigating high-stakes financial reporting — from pre-IPO readiness to ongoing SEC compliance. We bring the expertise of a Big Four firm with the responsiveness of a dedicated partner.

200+

SEC filings advised

$5B+

In capital markets transactions supported

15+ yrs

Of technical accounting and capital markets expertise

Trusted guidance at every stage of your financial journey

We started DLC Direct because the companies who need the most sophisticated accounting guidance often lack access to it — until now.

DLC Direct is a specialized technical accounting advisory practice serving emerging growth companies, private equity-backed businesses, and public companies. Our team brings deep expertise in US GAAP and SEC reporting requirements.

Whether you're preparing for your first audit, navigating a complex transaction, or building out your accounting function ahead of an IPO, we provide clear, practical guidance tailored to your situation — not a one-size-fits-all playbook.

We work as an extension of your team, not above it. That means direct access to senior advisors, fast turnaround, and honest answers — even when they're complicated.

Big Four Alumni

Senior team members trained at the world's leading accounting firms, with industry specialization across technology, life sciences, and financial services.

SEC & PCAOB Expertise

Hands-on experience with registration statements, periodic reports, comment letter responses, and auditor coordination.

Responsive & Embedded

We work within your timelines — not ours. Expect direct access to senior advisors and turnaround measured in hours, not weeks.

Cross-Functional Teams

We collaborate seamlessly with legal, IR, and your external auditors to keep every stakeholder aligned.

Services built for the moments that matter most

From pre-IPO accounting assessments to ongoing technical guidance, our services are designed to meet companies at their most critical inflection points.

01

IPO Readiness & Execution

Full-cycle support for companies preparing to go public — from initial readiness assessments and S-1 accounting support to Regulation S-X compliance and audit coordination.

S-1 / S-4 Filings Reg S-X Audit Prep PCAOB Readiness

02

SEC Filings & Reporting

Assistance with periodic and current reports including 10-Ks, 10-Qs, 8-Ks, and proxy statements — plus SEC comment letter response strategy and drafting support.

10-K / 10-Q 8-K Filings Comment Letters MD&A Review

03

Technical Accounting

On-demand guidance on complex US GAAP issues — revenue recognition, lease accounting, business combinations, equity compensation, and more.

ASC 606 ASC 842 ASC 805 ASC 470Memo Drafting

04

Transaction Support

Technical accounting advisory for M&A, SPAC transactions, divestitures, and restructurings — including purchase price allocation and carve-out financial statements.

M&A SPAC Carve-Outs PPA

05

Accounting Policy & Controls

Design and documentation of accounting policies, internal controls frameworks, and SOX compliance programs to support growing companies and public company readiness.

SOX 404 Policy Design ICFR Risk Assessment

06

CFO & Controller Advisory

Fractional and project-based support for finance leaders — supplementing your team during periods of growth, transition, or increased reporting complexity.

Fractional CFO Close Support Team Building Board Prep

A clear process. No ambiguity.

01

Discovery Call

We spend 30–45 minutes learning about your situation, timeline, and goals — no pitch, just listening.

02

Scoping & Proposal

We provide a clear scope of work with transparent fee structures — fixed fee or retainer, your choice.

03

Embedded Execution

Senior advisors work directly in your systems and alongside your team, keeping everything moving.

04

Ongoing Partnership

Most clients stay with us well beyond the initial engagement — we become part of your extended team.

Let's talk about what you're navigating

We respond within one business day — usually sooner.

Whether you have an urgent technical question, a looming filing deadline, or you're just beginning to explore what IPO readiness looks like for your company, we're happy to have the conversation.

hello@dlcdirect.com
(929) 393-4166
San Francisco, CA (serving clients nationwide)

We'll respond within one business day. No spam, ever.

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