New York, NY [Month Day, 2025] — Wells Group of New York, a leading interim CFO and strategic finance firm, today announced the launch of its Audit SWAT Team, a specialized group of Controllers, Assistant Controllers, and CPAs who help high-growth companies prepare for and execute their first audit with confidence and speed. 

Led by Amie Jatana, a seasoned CPA and Vice President at Wells Group, the Audit SWAT Team partners with existing finance leaders — CFOs, Controllers, and VPs of Finance — to establish GAAP-compliant processes, strengthen internal controls, and deliver clean, audit-ready financials that stand up to scrutiny. 

“Our Audit SWAT Team steps in when companies are growing fast but haven’t yet built the accounting infrastructure auditors expect,” said Amie Jatana, Vice President at Wells Group. “We create the systems, documentation, and structure that make an audit go smoothly — and give leadership clarity and confidence in the numbers.”

What “SWAT” Means at Wells Group The Audit S.W.A.T. Team combines the precision of a Big Four accounting firm with the speed and practicality of startup finance operators. 

S — Systems Design and document the accounting systems and controls needed to meet audit requirements — from revenue recognition to equity rollforwards. 

W — Workpapers Build clear, organized, and reconciled workpapers that keep you audit ready at all times — reducing stress, surprises, and last-minute scramble when the audit begins. 

A — Accuracy Deliver GAAP-compliant financials supported by complete schedules, reconciliations, and memos. Reduce errors, close faster, and eliminate audit adjustments. 

T — Transparency Create the visibility both leadership, auditors, and investors need to trust the numbers. From detailed documentation and policy memos to clear audit trails and reporting dashboards, the team ensures everyone — from management to external reviewers — can see exactly how results are derived and verified.   

A Proven Model for First-Time Audit Success 

The Audit SWAT Team works alongside internal finance leaders to bridge the gap between the company’s accounting operations and external audit expectations. Whether preparing for a first-year audit or tightening controls for investor due diligence, the team ensures processes and documentation meet the standards of top-tier audit firms. 

The Wells Group has worked with auditors including PwC, Withum, and CBIZ, helping dozens of early-stage and growth companies move from disorganized financials to clean, auditor-approved statements. 

“This is the natural evolution of what we’ve built,” said George Wells, Founder and CEO of Wells Group of New York. “For years, we’ve provided interim and fractional CFO leadership. The Audit SWAT Team extends that expertise into one of the most critical milestones for any company — achieving its first clean audit. We help teams get audit-ready without slowing down growth.” Wells Group has guided companies across industries — including consumer brands such as Glossier, Zola, Quip, and Barstool Sports — through their first audits and accounting transformations. This cross-sector experience allows the firm to apply audit discipline in a way that fits each company’s pace, systems, and resources. “Wells Group’s Audit SWAT Team brought structure and discipline to a complicated situation. They dove in to messy details of multiyear reconciliations, drafted accounting memos, and ushered us across the finish line for our audit. As an emerging fintech moving hundreds of millions of dollars in cash annually, the level of control, clarity, and grit they brought was game-changing for my accounting team.” — Matthew Mayberry, Former SVP of Finance, Jetty 

Over the last 10 years we’ve helped hundreds of companies set up their initial audit ready books. Wells Group of New York has built a reputation for transforming finance operations and providing world-class interim leadership. The launch of the Audit SWAT Team extends that legacy into one of the most important steps for scaling companies, becoming truly audit ready. When companies raise capital, investors rely on audited financials to understand results, evaluate performance, and build confidence in the business’s growth trajectory.

For more information or to request an audit readiness consultation, visit www.WGNY.co

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