Client Accounting & Advisory Services

The Client Accounting & Advisory Services (CAAS) team handles the details of accounting, monthly accounting, payroll and tax records on behalf of 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 accounting, monthly accounting, payroll, and tax records solutions that are ultimately a greater value than any other in-house or outsourced financial function.

Our team is able to assist with:

  • General accounting, monthly accounting and payroll
  • Selection and implementation of accounting software
  • Cash reconciliation
  • Payroll processing
  • Budget planning
  • Expense reports
  • Tax compliance
  • Inventory and sales forecasts
  • Manage accounts receivable
  • Process accounts payable
  • Financial reporting including metrics and KPI’s
  • Fractional Controller/CFO Services
  • Fund Accounting


Our technology partners:

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Irfan Dossani

Client Accounting & Advisory Services Partner

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Jake Morris

Client Accounting & Advisory Services Partner