When a private equity firm acquires a new portfolio company, the accounting is usually a mess. Borgg deploys Ex-Big 4 CPAs within days of close — handling interim controller support, Opening Balance Sheet (OBS) procedures, purchase price accounting (ASC 805), and the full financial infrastructure your portco needs from day one.
PE operating partners and CFOs call Borgg when a newly acquired portfolio company needs immediate accounting support. We close the gap between close date and board-ready financials — fast, without the ramp-up of a full-time hire.
Talk to TrevorYou just closed. The portco's books are a mess and the board wants answers by next month. We deploy Ex-Big 4 CPAs within days — assessing the damage, prioritizing missing financials, and standing up the accounting function immediately.
ASC 805 purchase price allocations, opening balance sheet preparation, fair value adjustments — handled precisely by CPAs who have completed these procedures dozens of times in PE environments.
Standardized chart of accounts, consolidated multi-entity reporting, and a scalable financial spine across your entire portfolio — from first acquisition through platform scale.
Diligence surprises kill deals. We get your portfolio company GAAP-compliant, audit-ready, and positioned for the cleanest possible exit or next capital raise.
When Trinity Hunt Partners formed Herringbone through acquisition, the company had no accounting function, four months of missing financials, and a board expecting immediate clarity. Borgg deployed within 10 days — triaged the books, rebuilt the monthly close process, migrated to QuickBooks Online, and delivered board-ready GAAP financials in under 60 days.
"We finally got to a board meeting where we had numbers we could stand behind." — Michael Lucente, CFO
Built full accounting infrastructure and acquisition data room from scratch — enabling a landmark exit just 18 months after first customer.
"We were under pressure to deliver. No margin for delay, no room for mistakes. Borgg came in with the speed, trust, and precision we needed to get it right. Borgg completely rebuilt the way we operate. I trusted Trevor and his team to handle things I'd normally reserve for an internal team, and he delivered every time."
Every engagement is personally led by a CPA with Ex-Big 4 PE transaction experience. From day-one triage through audit-ready reporting, we act as your embedded accounting team — not a vendor.
Monthly close management, board-ready financial reporting, and hands-on financial leadership from day one of acquisition — without the cost or ramp-up of a full-time hire.
Purchase price allocations, opening balance sheet preparation, fair value adjustments, and goodwill calculations — handled with Big 4 precision post-close.
We prepare your portfolio company for audit, manage the auditor relationship, and ensure GAAP-compliant financials pass without surprises or rework.
ASC 606 revenue recognition, ASC 842 lease accounting, cash-to-GAAP conversions, and complex equity transactions handled by CPAs with deep technical backgrounds.
QuickBooks Online, Rillet, Ramp — fully implemented and configured for PE board reporting requirements from the first day of engagement.
Board packs, KPI dashboards, and investor-grade reporting packages across multiple portfolio entities — delivered on schedule, every single month.
PE-backed portfolio companies are chronically underserved by the accounting market. Big 4 talent stays at Big 4. Regional firms lack the specialized private equity accounting experience your portcos need immediately after close.
Borgg was founded in 2021 to bridge that gap — bringing public company-grade accounting infrastructure to PE-backed companies at the speed and price point the market was missing.
Answers to the most common questions from private equity operating partners, deal teams, and portfolio company CFOs.
Most PE acquisitions require immediate interim controller support, opening balance sheet preparation, purchase price accounting under ASC 805, and a clean-up of the acquired company's books. Borgg deploys within days of close to handle all of this — giving the board accurate financials and the portco a scalable accounting foundation.
An opening balance sheet (OBS) is the first GAAP-compliant balance sheet established after acquisition close. It incorporates purchase price allocations, fair value adjustments to assets and liabilities under ASC 805, and establishes the accounting baseline for the portfolio company going forward. This is one of Borgg's core post-close deliverables.
Accordion and similar firms are large consulting organizations with significant overhead and enterprise pricing. Borgg is a boutique firm led by an Ex-Big 4 CPA who personally runs every engagement. You get the same quality of PE accounting expertise — at a fraction of the cost, with a direct line to the person actually doing the work.
Borgg typically deploys within days of engagement. In the Herringbone Digital engagement, we were fully embedded within 10 days of the CFO's arrival and delivered board-ready financials within 60 days — despite inheriting four months of missing financial records and mid-migration accounting systems.
Yes. We specialize in building the financial infrastructure that supports roll-up strategies — standardized chart of accounts, multi-entity consolidation, and reporting frameworks that scale cleanly from one acquisition to twenty-five. Each add-on integrates into the same financial system rather than creating a new silo.
Borgg uses flexible retainer-based pricing with no hidden fees. We offer a free, no-obligation audit before any engagement to assess the portco's needs and provide an all-in estimate. We typically start engagements on an hourly arrangement, then transition into a fixed monthly retainer once the scope is well-defined — no surprise invoices.
Free, no-obligation audit for PE firms and portfolio companies. We assess your accounting needs and give you an all-in estimate — no surprises, no pitch.