Corey Fields

Corey Fields

Director of Client Services

  • 9+ Years of Accounting Experience

    with progressive experience in audit, start-ups, private equity, and consulting spanning a variety of industries including health care, oil & gas, services, and distribution

  • Financial Statement Preparation, Analysis, and Clean Up Expertise

    5 years of audit experience, along with multiple consulting engagements for first year audits and pre-audit clean up

  • Process Enhancement Leader

    helped improve and oversee the month-end close process for a $1B PE-backed company, managing domestic and international staff during on-going acquisitions



  • Led company through first-year big four audit
  • Through multiple acquisitions, integrated diverse resources, processes and accounting systems to a single team utilizing NetSuite.
  • $30M Health Care Client: In preparation of first year audit, drafted new set of financials and prepared journal entries to ensure GAAP compliance, built supporting schedules and coordinated audit request responses
  • $6M B2B Client: Replaced outgoing Controller, prepared all journal entries for corporate month-end close, cleaned up financials and condensed Balance Sheet and Income Statement for bank presentation, implemented improved AP & AR processes, created cashflow projection to improve decision-making
  • International Bank Client: Implemented new inventory/accounting software
  • Beverage Distr. Client: Led project to research and clean-up historic financial information between two accounting systems for a pre-acquisition client.


  • Developed A/R tracking and analysis process which uncovered $1.4M in missing aged receivables.
  • Amount, once deemed unrecoverable, was received after a three-month collection effort.
  • Successfully led understaffed team through re-work of insufficient Financials
  • Brought Financials in line with Acquisition Method accounting for the multiple acquisitions which more than doubled the size of the Company during the audit year.
  • Audit completed on time and with a clean opinion
  • Implemented and led Month-End close process, reducing close efforts by several days
  • Reduction in close time allowed for preliminary and final monthly reporting meetings with management and stakeholders throughout the organization