Expertise Comes from Experience

Jefferson Wells helps you realize cost savings, improve asset management, and resolve technical finance and accounting issues. We help you resolve difficult, time-critical and day-to-day financial issues, bringing proven, consistent approaches and solid techniques to each engagement.

If you need technical expertise for a special project, an independent review of your accounting processes and procedures, or additional accounting support, we are the high-value choice.

Technical Accounting & Financial Reporting Center of Expertise

Responding to the ever-increasing volume and complexity of accounting and reporting requirements can be daunting. Organizations without the necessary in-house expertise and personnel need to find solutions that can balance compliance requirements with the bottom line. The ideal solution is to partner with Jefferson Wells Technical Accounting and Reporting Center of Expertise who can address accounting issues such as: 

  • SPAC/IPO Accounting
  • Lease Accounting - ASC 842/IFRS 16 
  • CECL ASC 326/IFRS 9 
  • Revenue recognition – ASC 606/IFRS 15  
  • Financial reporting - 10Q/10K, S-1/S-3 
  • Merger & acquisition technical accounting 
  • Debt and Equity transactions 
  • Impairment/Going Concerns 

Our experience offers you access to in-depth expertise for specific processes, industries and technical issues. We’ll work closely with you to achieve your accounting and financial reporting objectives.

Finance Operations Support

Finance & Accounting in today’s environment is beyond debits and credits, it’s the nucleus for business decisions across the organization. You need professional expertise to help drive results whether it’s: 


  • Data analytics and reporting 
  • Lift & shift projects 
  • Account reconciliation 
  • FP&A support
  • Interim accounting support

Jefferson Wells finance and accounting professionals bring their deep experience to your engagement. Our clients receive significant value from our collaborative approach, using our objectivity and expertise to solve their fundamental business issues. Our results capitalize on opportunities to reduce costs, improve controls or increase efficiencies. 


Finance and Accounting Consulting

Many companies today find themselves literally in a battle for survival. Their financial resources are under severe strain, and they’re looking for proven ways to minimize expenses and maximize cash flow. At a pivotal time like this, you want business partners who will serve as trusted advisors with the experience, ability and best practice methodologies to add value – whether that’s helping you manage your costs, supporting your finance function or assisting you with critical staffing needs.


Our people understand the nuances of operational efficiencies and can assist with:


  • Financial Modeling & Data Analytics
  • Policy and Procedure Development
  • Finance Technology Support
  • Business Analytics 
  • Process Improvement
  • Troubled Company Services


We’ll listen to your needs and deliver flexible, cost-effective solutions. 


Risk & Compliance

Tax Services

Business Optimization

Centers of Expertise

Executive Search

Project Management Success Story

Looking to integrate two business units, a global leader in workforce solutions sought project management help to drive these projects to conclusion quickly.

Policies & Procedures Documentation Success Story

A community bank partnered with Jefferson Wells to standardize, enhance and develop policies and procedures.

TAFR COE - Revenue Recognition New Standards Success Story

Large Technology Reseller sought out Jefferson Wells superior technical accounting expertise to assess and implement new accounting standards.