Kristofer Heaton · Farmington, Utah
Private Company Accounting
Accounting and financial reporting experience with privately held businesses, from the monthly close to year-end financial statements.
Experience
Financial close
I’ve led a corporate close and worked on debt and equity reporting. A useful close schedule assigns an owner and due date to each reconciliation and flags open items before the financial statements are issued.
Transaction accounting
For new revenue arrangements, leases, or financing agreements, start with the signed terms. Document how those terms affect recognition, measurement, and disclosure, and keep the conclusion with the supporting schedules.
Financial reporting
Prepare statements that tie to the general ledger and explain significant period-to-period changes. Owners and lenders may ask different questions, so supporting schedules should make both the balances and the reasons for the changes easy to trace.