Providing SEC Reporting Support During a Peak Filing Period
Featured Case Study #2044
The Client's Challenge:
A public company in the Midwest was heading into its busiest reporting cycle, year-end 10-K filing, with only half of its SEC reporting team still in place. Two staff members had recently exited, and the remaining team was stretched thin between internal reporting demands, external audit prep, and Workiva platform updates. With tight deadlines and high visibility, the risk of missing filing deadlines became a serious concern.
Our Solution:
Pinnacle quickly delivered an SEC reporting consultant with prior experience in Workiva, 10-K preparation, and XBRL tagging. The consultant jumped in immediately to draft key sections of the filing, supported audit schedules, and ensured cross-functional coordination between accounting, finance, and legal. They also introduced better version control processes to reduce back-and-forth edits with internal stakeholders.
The Impact:
The company filed the 10-K on time without sacrificing quality. Audit prep moved forward smoothly, internal staff avoided burnout, and leadership maintained confidence in their reporting team during a high-stress period.
Conclusion:
Pinnacle’s ability to quickly place high-level talent ensured a smooth filing season, even during staffing gaps. The client avoided risk, maintained compliance, and delivered with confidence.
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