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:
Irfan Dossani
Client Accounting & Advisory Services Partner
Ashley Kimery
Partner
Trina Dicketts
Partner
Glenn Hanner
Partner
Jake Morris
Client Accounting & Advisory Services Partner
Nathen McEown
Partner