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: