Client Accounting & Advisory Services

Whitley Penn’s Client Accounting & Advisory Services (CAAS) include a full-spectrum of business transformation solutions across the entire finance and accounting continuum to help organizations grow, scale and make informed decisions with business intelligence they can trust.

Our CAAS practice handles end-to-end, outsourced accounting solutions including monthly accounting, payroll, and tax records on behalf of its clients. Staffed by accomplished and qualified professionals, our CAAS group is a cost-effective alternative to hiring and training your own in-house team. Our comprehensive approach creates both short-term and long-term solutions that are ultimately a greater value than any other in-house or outsourced financial function.

Whitley Penn’s Client Accounting & Advisory Services

As an extension of your organization, Whitley Penn can assist your organization with:

  • Controllership and Interim Advisory Services
  • Data Analytics & Transformation Solutions
  • Fund Administration
  • Outsourced Accounting Services
  • Technology Solutions

Key Industries and Specialties of Focus include:

  • Nonprofit
  • Healthcare
  • Energy – Oil and gas
  • Family offices
  • Real estate funds
  • Investment funds

Specifically, Whitley Penn’s client accounting services and client advisory services allows our CPAs and professionals to assist with:

  • General accounting, monthly accounting, and payroll services
  • Selection, implementation, management, and integrations of accounting software
  • Cash reconciliation
  • Payroll processing
  • Budget planning
  • Expense report administration, expense report reconciliation
  • Tax and regulatory compliance
  • Inventory and sales forecasts
  • Accounts receivable management; outsourced accounts receivables
  • Accounts payable management; outsourced accounts payable services
  • Financial reporting including metrics and KPI’s
  • Fractional Controllership; outsourced CFO support
  • Fund accounting and fund administration
  • Enterprise resource management and enterprise practice management solutions
  • Complex financial and accounting software integration
  • Complex business intelligence reporting

Whitley Penn Proudly Partners with the Following Software:

                                  OneStream logo

By partnering with Whitley Penn, you have access to strategic support and business insights, as well as administrative support to allow you to focus on your business.

To learn more and speak with a professional, click here.

Download Whitley Penn’s CAAS Brochure

Learn more about our Data Analytics & Transformation Solutions

Learn more about our Consulting Services

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Irfan Dossani

CAAS | Partner