Your Technical Accounting Experts

Cordia offers the agility and flexibility to solve all your complex finance, accounting and operational challenges. Protect your financial assets through our technical accounting, IPO transactions, M&A, and private equity services.

Our Services

Technical Accounting

We help privately-held and publicly traded organizations resolve difficult, time-critical and day-to-day finance and accounting issues.

Our services include:

  • Technical Accounting Support
  • Financial Reporting & Analysis
  • Implementation of New Accounting Standards (ASC 606 & ASC 842)
  • Stock-Based Compensation
  • Derivatives
  • SEC and Statutory Reporting Requirements
  • Sarbanes-Oxley and Internal Audits
  • Restatements

Mergers & Acquisitions

Cordia’s highly experienced consultants support companies throughout the transactional cycle of the M&A process including the evaluation, acquisition, and if necessary, the restructuring, and monetization/synergy processes.

Our services include:

  • Due Diligence

  • Sell-Side Readiness

  • Financial Operations & Reporting

  • Integration

  • Technical Accounting

  • Purchase Accounting

IPO Transaction Services

When you are ready to navigate the IPO process, Cordia’s team of professionals, including CFOs and CAOs, will work with you to achieve success.

Our services include:

  • IPO Readiness Assessment & Support

  • Audit and Legal Support

  • Registration Statement Preparation and SEC Filings

  • SEC Comment Letter Response

  • Sarbanes-Oxley Implementation and Internal Audit

  • Project Management

Private Equity Services

Cordia experts assist private equity firms with the management of their portfolios as well as address accounting and business matters across the entire business spectrum.

Our services include:

  • Buy-Side and Sell-Side Due Diligence

  • Business Integration

  • Financial Systems

  • Reporting

  • Evaluation of Equity & Liability

Industries We Serve

Technology & SaaS

Government Contracting

Non-Profit Organizations

Professional Services

Telecommunications

Manufacturing/Retail

Financial Services

Real Estate/Construction

Life Sciences

Media & Entertainment

Healthcare/Biotech

Oil & Gas

Energy & Environment

Hospitality

Family Offices

About Us

Cordia Technical Accounting Services, a division of Cordia, is a professional services firm dedicated to working with national and global businesses to address critical technical accounting and finance issues across the entire business lifecycle. Our mission is to be the premier provider of technical accounting services through a strong commitment to service excellence and a high level of integrity at cost-effective rates.

Our Team

Carl Kumpf, CPA

Principal

Mr. Kumpf is a seasoned financial executive with industry experience in financial services, technology, and telecommunications. Having spent 30 years in public accounting, his areas of expertise include technical accounting, accounting operations, audit, and financial reporting, including SEC compliance, mergers & acquisitions, and liquidations.

Michael McCoy

Principal

Mr. McCoy is a senior executive with a 25-year history of raising capital, taking companies public, and working as a CFO of venture funded companies. His depth of industry experience provides clients with an insider’s perspective of the issues facing companies during all stages of growth. Mr. McCoy is also Partner at Cordia Resources.

Jeff Dauer, CPA

Senior Consultant

Mr. Dauer has 25 years of professional experience in public accounting, internal audit, and private and public company financial management roles. As a CAO and CFO, he has been responsible for SEC reporting, NASDAQ compliance, and SEC comment letters. Mr. Dauer has led the Sarbanes-Oxley implementation for 2 IPOs.

Esther du Toit

Senior Consultant

Ms. Du Toit is a finance professional with nearly two decades of experience in global operational, finance, and accounting practices across a variety of industries. Her areas of expertise include financial reporting, technical accounting, audit, due diligence, business process design/re-engineering and internal controls.

Traci Rowland Shepps, CPA

Senior Partner, Cordia Partners

Ms. Shepps leads Cordia’s consulting practice and government contracting services. She has 30 years of professional experience in all facets of accounting operations, GAAP, FAR, CAS compliance, and system implementation. Ms. Shepps provides best practice advisory services on process improvement, indirect rate structures, and system design and optimization.

Brigitta Scott, CPA

Partner, Cordia Partners

Ms. Scott leads the outsourced accounting practice serving government contractors. She has 30 years of professional experience in all facets of accounting operations, compliance, internal audit, and internal controls. Ms. Scott provides accounting consulting services and best practices on GAAP, FAR, CAS compliance, revenue recognition, and risk management.

Janette D. Burke, CPA

Partner, Cordia Partners

Ms. Burke leads the Not-for-Profit accounting practice. She has 30 years of professional experience in accounting, audit, compliance, and tax supporting charitable organizations, trade associations, and NGOs. Ms. Burke advises on complex accounting issues including revenue recognition of grants, contracts, and contributions, implementation of new standards and best practices, as well as compliance, governance and fiduciary responsibilities and internal controls issues.

Joseph Greeves, CPA

Managing Partner, Cordia

Mr. Greeves is a co-founder of Cordia and has over 30+ years of experience as a CFO of publicly traded and venture-backed companies, after starting his career with Touché Ross. His accomplishments as a CFO, include leading two successful IPO’s along with multiple debt and equity financings, multiple acquisitions, five very successful shareholder exists and being named the NVTC public company CFO of the Year 2010. He is a serial entrepreneur, an active CPA and a member of the board of directors of several growth companies. As a Cordia Managing Partner, Mr. Greeves provides the overall leadership and management of Cordia’s Resources and Technical Accounting operations.

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