Private Equity Accounting Services

Private Equity Accounting Services

One Coordinated Relationship. Multiple Integrated Capabilities.

Assurance Dimensions delivers private equity accounting services that support sponsors and portfolio companies at every stage of the investment lifecycle. Through integrated audit, accounting, and technology capabilities, we provide coordinated oversight to help PE firms move forward with confidence.

Core Services

Private equity sponsors operate under tight timelines and constant scrutiny. Reporting has to hold up in diligence and lender conversations, not just at year-end. At the same time, portfolio companies may be integrating systems, rebuilding finance teams, or trying to stabilize operations after a transaction. When audit, accounting, and technology providers are disconnected, gaps form and issues surface at the worst possible time.

Our private equity accounting services are structured to bring audit, accounting, and technology oversight into a single, coordinated relationship, reducing friction and improving clarity throughout the deal lifecycle.

These services are performed directly by Assurance Dimensions and its affiliated entities.

AUDIT

Timely, cost-effective fund and portfolio audits with coordinated oversight across the broader private equity ecosystem.

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CLIENT ACCOUNTING

A core component of our private equity accounting services, we deliver rapid portfolio readiness, accurate day-one reporting, and finance team stabilization during growth, integration, or turnover.

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IT ADVISORY

PE-focused technology risk, cybersecurity governance, and SOC readiness designed to protect and enhance portfolio value.

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Expanded Capabilities

As a member of Crete Professionals Alliance, Assurance Dimensions serves as a central coordinating relationship, bringing together independent partner firm capabilities within a comprehensive private equity ecosystem.

Tax

Strategic tax planning and compliance structured specifically for private equity funds, transactions, and exits.

Quality of Earnings

Transaction advisory and diligence support aligned to reduce duplication and streamline reporting throughout the deal lifecycle.

Legal Counsel

Legal support across fund formation, transaction structuring, and regulatory requirements.

Financial Advising

Capital strategy, financing alignment, and exit planning services integrated within the broader PE ecosystem.

Supporting the full investment lifecycle:

Acquisition Integration Hold Period Exit

Acquisition

Diligence support, audit readiness assessments, and reporting alignment

Integration

Stabilizing finance functions and strengthening controls

Hold Period

Ongoing private equity audit, accounting, and technology oversight

Exit

Clean reporting and coordination for transaction readiness

Case Studies

Audit for Private Equity

First-Year Audit Readiness for a PE-Backed Platform Company


Get Started Today

Are you interested in our assurance, accounting, and advisory services? You can request a quote or find out more about our services below and a member of our team will get in touch with you soon.


(813) 443-5048

Tampa Bay

4920 W Cypress Street, Suite 102
Tampa, FL 33607


Jacksonville

7800 Belfort Pkwy, Suite 290
Jacksonville, FL 32256


South Florida

3111 N University Dr, Suite 621
Coral Springs, FL 33065


Orlando

1800 Pembrook Drive, Suite 300
Orlando, FL 32810


“Assurance Dimensions” an independent member of the Crete Professionals Alliance, is the brand name under which Assurance Dimensions, LLC including its subsidiary McNamara and Associates, LLC (referred together as “AD LLC”) and AD Advisors, LLC (“AD Advisors”), provide professional services. AD LLC and AD Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. AD LLC is a licensed independent CPA firm that provides attest services to its clients, and AD Advisors provide tax and business consulting services to their clients. AD Advisors, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Assurance Dimensions brand are independently owned and are not liable for the services provided by any other entity providing the services under the Assurance Dimensions brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by AD LLC and AD Advisors.