Whitley Penn Expands Client Accounting & Advisory Services Practice

Fort Worth, TX (June 1, 2023) – Whitley Penn adds Data Analytics & Transformation Solutions branch to expand its Client Accounting & Advisory Services (CAAS) practice.

Whitley Penn’s CAAS Areas of Focus Include:

  • Outsourced Accounting Solutions
  • Controllership & Interim Advisory
  • Data Analytics & Transformation Solutions
  • Accounting ERP Implementation & Support (Sage Intacct & Acumatica)
  • Fund Administration
  • CAAS Energy Specialized Vertical:
    • Outsourced Accounting & Consulting
    • Land Administration
    • Mineral Management

Whitley Penn’s, CAAS Data Analytics & Transformation Solutions practice, comprised of legacy Cogenics Consulting team members, will spearhead technology consulting engagements, focusing on building data integrations and implementing Financial Planning & Analysis (FP&A) planning tools for the office of the CFO. The team will serve to implement cloud-based solutions, enabling our clients to continually close books, run scenario forecasting, and complete budget cycles in an efficient and integrated manner, offering elevated value in areas such as consolidations, budgeting, forecasting, and reporting.

For detailed information about this practice, watch this expanded video.

“Whitley Penn’s Client Accounting & Advisory Services Practice is thrilled to have our Data Analytics & Transformation Solutions team added to elevate our holistic practice,” stated Irfan Dossani, Partner-in-Charge of Whitley Penn’s Client Accounting & Advisory Services. “Having the capability to serve our clients from end-to-end across their entire financial continuum is a remarkable milestone and we look forward to serving our clients for years to come.”

About Whitley Penn, LLP

Whitley Penn has consistently been recognized as “One the Top 100 Firms in the U.S.” and “Best of the Best” by INSIDE Public Accounting and other industry publications. We are a member of HLB International, a global network of independent advisory and accounting firms. For more information on Whitley Penn, please visit www.whitleypenn.com.


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Kristen Lollar

Chief Marketing Officer

Phone: 469-776-3645
Email: kristen.lollar@whitleypenn.com