Michael J. Lee

Michael J. Lee



Advisory Accounting

& Reporting


The advancing global economy, accounting scandals, and financial reporting restatements have all contributed to evolving financial accounting standards. The ability to effectively plan, implement, and monitor changes required by the new accounting and reporting standards – or the initial application of existing standards – can be a daunting task even for the most experienced finance teams.

Katz, Sapper & Miller’s advisory accounting and reporting services professionals bring a highly valued advisor relationship to growth enterprises and enterprises undertaking transformative change. Our team members have extensive experience analyzing new or complex transactions. We gain facts, assumptions, and perspective and promptly evaluate applicable reporting with management. We then assist management to formulate initial accounting positions. In other words, we help you get out in front of accounting and reporting compliance and stay there.

Our advisory accounting and reporting services may include:

  • Shaping internal and external financial and regulatory reporting
  • Proactive analysis of emerging issues and proposed financial reporting standards
  • Hypothetical transaction accounting analysis
  • Financial reporting for income taxes
  • Advice on developing finance infrastructure: people, systems, and processes
  • Training and coaching finance team members
  • Project management (i.e., business combinations reporting, SEC registrations, and filings preparedness)
  • New accounting standards implementations, including revenue recognition and lease accounting

Our teams are comprised of professionals with expertise in financial accounting and reporting, business and process consulting, transaction advisory, and tax compliance and planning. Our perspective on the needs of your independent auditors, directors, investors, and regulators can contribute to making your finance function world-class.

Undoubtedly, there is value in confidence. Katz, Sapper & Miller's advisory accounting and reporting services professionals are able to give you that confidence.