Senior accounting expertise + AI engineering in every engagement
We provide senior accounting services to companies at every stage of growth — from startups working through their first technical memo to small and mid-cap public companies managing SEC reporting and complex transactions.
Get in touch →How we approach the work
We will work with you to get the numbers right. But doing so shouldn't mean being treated as a line item managed for risk and margin. We build relationships based on trust from day one.
Who we work with
Early-stage
Seed and Series A companies building the finance function from the ground up — first technical memos, foundational accounting rigor, and getting ready for what's next.
Growth-stage
Series B and C companies scaling operations — building close discipline, first audit readiness, and deeper technical work.
Late-stage & pre-IPO
Companies preparing for major events — IPO readiness, first-time SOX, sophisticated transaction support, and initial SEC reporting setup.
Public companies
Small and mid-cap public companies — ongoing SEC reporting, complex transaction memos, audit relationships, and accounting operations modernization.
Practice Areas
Technical Accounting
Expert analysis, documentation, and consultation on:
- AI-assisted research and memo drafting
- Revenue recognition (ASC 606)
- Business combinations (ASC 805)
- Leases (ASC 842)
- Stock-based compensation (ASC 718)
- Derivatives and hedging (ASC 815)
- Other technical issues
Readiness & Transactions
Disciplined preparation for major events:
- Audit readiness and remediation (AICPA audits)
- IPO readiness (PCAOB audit support, S-1 support, initial SEC reporting, internal control buildout)
- First-year SOX implementation (rollout of ICFR)
- M&A support (buy-side and sell-side)
- Post-acquisition integration
Accounting Operations
Ongoing accounting excellence and process improvement:
- Monthly close management
- SEC reporting (10-Q, 10-K, 8-K, proxy)
- Order-to-cash and revenue operations
- Accounting team augmentation and oversight
- Process design and optimization
AI Strategy & Automation
AI strategy and automation design for accounting and finance:
- AI readiness assessment and roadmap
- Process automation opportunity mapping
- Solution architecture and workflow design
- Prototype development
- Implementation oversight and engineering partnership
The Platform
Accelerated by vLogic
Every engagement uses vLogic, the AI platform we built for accounting workflows. It works alongside your existing GL — NetSuite, QuickBooks, Xero, Sage Intacct — to handle complex work efficiently.
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Accelerated execution: Drafts technical memos with citations, produces audit-ready documentation, accelerates monthly close, and automates reconciliations.
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Human-in-the-loop: Automation handles the repetitive, time-intensive work while senior judgment stays where it belongs: with people.
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Verifiable accuracy: Every conclusion includes full citation traceability — no black boxes.
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Strict data privacy: Your financial data is securely isolated and never used to train foundational AI models.
Selected Results
Agentic AI for Technical Accounting
Deployed an agentic AI workflow for technical accounting memo drafting (ASC 606, ASC 340-40), reducing research and initial drafting time while preserving full citation traceability.
Close Transformation
Reduced monthly close at a venture-backed SaaS company through process redesign, automation of repetitive reconciliations, and AI-assisted analysis.
Revenue Operations Automation
Designed and built AI-driven order-to-cash automation, reducing manual reconciliation time between invoices and payments while improving cash application accuracy.
About
About the firm
Martin Lee Advisory combines Big 4 audit partner experience with custom AI engineering. We deliver senior accounting work — and we build the AI tools we use, calibrated to each engagement.
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