Corviniti Accounting/New York City

Technical Accounting · IPO Readiness

Accounting Advisory for Startups and IPOs

Corviniti Accounting is a New York City accounting advisory firm offering fractional CFO, technical accounting, financial reporting, bookkeeping, business and personal taxes, and accounting-related back-office services to companies across capital markets, private equity, venture capital, technology, and life sciences.

Or call (347) 472-1115

Ro Sokhi, CPA, founder and CEO of Corviniti, advising on IPO readiness and technical accounting
Ro Sokhi Founder and CEO, Corviniti
In the press
Going public

Close the accounting gaps before you file your S-1

IPO readiness means getting your accounting, controls, and reporting to a public-company standard before you file. We find the gaps between your books today and what an effective S-1 requires, and close them before they delay your filing.

  1. 1S-1 financial statements and the PCAOB audit uplift
  2. 2Technical accounting positions (ASC 606, 718, 805)
  3. 3Cheap stock and complex equity instruments
  4. 4A control environment scaled to your listing timeline (SOX)
  5. 5Tax provision (ASC 740) at public-company standard
  6. 6A public-company close and the reporting team to run it

A message from Ro Sokhi

1:48

Ro on the companies we work with, the services we run, and how an engagement starts.

Free Assessment

How ready are you? Get your IPO Readiness Score™

37 questions across 9 readiness dimensions. Weighted scoring and an instant gap analysis, built by the team that runs the engagements.

Take the Assessment
What we do

Everything we do, grouped by what you are trying to do

IPO readiness is where companies most often bring us in. The same team handles the technical accounting, reporting, and finance function around it.

View all services

Engagement Timeline

An example sixteen-week timeline

Corviniti IPO readiness Gantt timeline showing three phases across sixteen weeks, from kickoff and gap analysis through S-1 filing and comfort letter support
Illustrative example. Most engagements run two to six months, and can take longer depending on company size and complexity.
Where we step in

From first check to first filing

The moments we are most often brought into, and the sectors we know best.

Engagement types

  • Seed to Series C reporting readiness
  • Pre-IPO readiness and S-1 support
  • SPAC and deSPAC business combinations
  • Carve-out audits and purchase price allocations
  • Complex debt and equity instruments
  • Quarterly close and SEC reporting

Sectors

Technology and SaaSLife sciences and biotechFintech and financial servicesCrypto and digital assetsManufacturing and consumerMedia, healthcare, and services
100+
Successful transactions and filings
20+
Years of experience
$5–100m
Average size of transaction
$20–400m
Average market cap of clients across tech, manufacturing & services
Who you work with

Ro Sokhi, CPA

Ro Sokhi, CPA, founder and CEO of Corviniti

Founder & CEO, Corviniti · PCAOB & IPO Readiness Specialist

For over two decades, I have advised public and private companies on critical financial transitions, including initial public offerings, mergers, capital raises, and regulatory compliance. My background includes more than ten years at a Big Four accounting firm, where financial work is reviewed to the strictest standards in the profession.

I know how PCAOB audits are run for SEC-registered and pre-IPO companies, and I prepare companies to pass them: complex debt and equity, capital-market transactions, and the technical accounting that keeps SEC filings accurate and defensible. Crain’s New York Business named me a Notable Leader in Accounting, Tax and Audit.

  • Licensed CPA in New York
  • 20+ years in accounting
  • Big Four alum, 10+ years
  • Crain’s NY Notable Leader in Accounting, Tax and Audit
Recognition & press

Thought leadership in the press.

Ro Sokhi, CPA
Ro Sokhi, CPAIn the press
“This will undoubtedly reduce the number of public companies further and push companies to access private markets where there is less transparency and access available to retail investors.”
Thomson Reuters ↗
“There are still an incredible number of companies that are looking to go public.”
CNN Business ↗
“The rising cost of capital has definitely put a damper on IPOs.”
S&P Global ↗
“Companies no longer need to be in the public markets to access capital like they once did.”
CFO Brew ↗
“We’re seeing a perfect storm of factors.”
CFO Dive ↗
“Reframe digitisation as an opportunity for growth, not just risk and compliance.”
Techfinitive ↗
How we work

Senior-led, three steps

A partner leads every engagement start to finish, with a focused team behind the work.

1

Intro call

A short call to understand where you are: pre-IPO, mid-transaction, or preparing for your next audit cycle.

2

Readiness assessment

We map the gap between where your reporting is today and where the SEC, the PCAOB, or your deal counterparty needs it to be.

3

Scoped engagement

We set the timeline and execute. A partner leads the engagement, with a focused team doing the work where it makes sense.

Track record

Selected engagements

Engagement Notes

Technology IPO

Readiness through pricing for an advertising-technology company: gap assessment, PCAOB audit uplift, revenue and equity position memos, the cheap-stock bridge, S-1 statements and MD&A, and the standing quarterly close that carried the first 10-Q.

Engagement Notes

Energy-tech SPAC

A pre-revenue small modular reactor company entering the public markets through a SPAC merger: instrument classification, going-concern and runway disclosure, S-4 financial statements, and reporting stood up for its first public quarters.

Client voices

What clients say

Corviniti got our books to an S-1 standard and stood behind every technical position when the auditors and the SEC pushed back. We filed on the timeline we set, not the one a late surprise would have forced on us.
Chief Financial OfficerPre-IPO technology company
Their review of our 10-K and 10-Q filings caught the issues before our auditors did. Senior, responsive, and genuinely fluent in public-company reporting. It is the review I now want before anything goes out.
Chief Financial OfficerSEC-registered company
FAQ

Frequently Asked Questions

How are you different from a traditional accountant or bookkeeper?

Traditional services focus on compliance and historical reporting. We focus on forward-looking insight, technical expertise, and solving complex accounting challenges, especially where judgement and interpretation matter.

Who do you typically work with?

We work with growing businesses, startups, and established companies that need more than day-to-day accounting, often during periods of change like fundraising, scaling, or restructuring.

Can you help if we already have an in-house finance team?

Yes. We often support internal teams with specialist expertise, additional capacity, or an independent perspective on complex issues.

What kind of accounting issues can you help with?

We assist with areas such as revenue recognition, financial instrument accounting, group consolidations, and implementing new accounting standards. We also help improve internal controls and reporting processes.

Do you help with audit preparation?

Absolutely. We help ensure your financials are audit-ready, resolve technical issues in advance, and coordinate between your team and your auditors so the audit moves faster.

How do you charge for your services?

We offer flexible pricing depending on the engagement. This can include fixed fees for defined projects or ongoing monthly retainers for continuous support.

How do you get started with a new client?

We begin with a discovery session to understand your business, challenges, and goals. From there, we propose a tailored scope of work with clear deliverables.

Will you work remotely or on-site?

Primarily remote, but we can accommodate on-site support where needed, especially for larger projects or critical milestones.

What industries do you specialize in?

We work across a range of industries, with particular strength in financial and capital markets (including private equity, venture capital, and transactions), technology and innovation (such as SaaS, fintech, and digital assets), life sciences and emerging industries, industrial and infrastructure sectors, and service-based businesses. Our focus is on supporting companies operating in complex, high-growth, or highly regulated environments where strong technical accounting and commercial insight are critical.

Why should we choose your firm?

We combine deep technical accounting expertise with a practical, commercial mindset. Our experience spans complex, high-growth, and regulated industries including financial and capital markets (private equity, venture capital, M&A), technology and innovation (SaaS, fintech, digital assets), life sciences, industrial sectors, and service-based businesses. This allows us to quickly understand the nuances of your business and apply relevant, experience-driven solutions. Whether it’s resolving technical accounting issues, preparing for an audit or transaction, or strengthening your financial infrastructure, we bring a disciplined, audit-ready approach and stay responsive as your needs change.

How quickly can you start?

In most cases, we can begin almost right away, i.e. within a few days depending on scope and urgency.

How do you ensure compliance with accounting standards?

We stay up to date with evolving standards and apply a rigorous, principles-based approach. Where needed, we document positions clearly to support audit scrutiny.

What results can we expect from working with you?

Clients typically gain clearer financial visibility, stronger controls, smoother audits, and more confidence in decision-making. Clients come to us for senior-level attention, deep technical expertise, and practical solutions that actually work in complex, real-world situations.

Contact Us

Contact Us to Learn More

Call: (347) 472-1115
Email: info@corviniti.com

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started.

We will get back to you within 24 hours.

Ro Sokhi, CPA
Ro Sokhi, CPA
Founder & CEO · Big Four experience · 20+ years

We will get back to you within 24 hours.