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 delivers end-to-end outsourced accounting solutions, including monthly accounting, payroll, and tax record management. Staffed by experienced professionals, our team is a cost-effective alternative to hiring and training your own in-house finance and accounting department.
This comprehensive approach allows businesses to focus on their core operations. Outsourced accounting services are not only scalable and cost-effective, but they also help reduce compliance and data security risks — while ensuring timely, accurate accounting, reliable bookkeeping, and financial reporting.
With our Client Accounting & Advisory Services, clients gain a trusted partner committed to long-term financial clarity and operational efficiency.
Our Client Accounting & Advisory Services Include
Meet the CAAS Leader
Jake Morris
Partner-in-Charge of CAAS
Jake Morris is the Partner-in-Charge of Client Accounting & Advisory Services at Whitley Penn. He has more than 15 years of experience in the accounting industry, including ten in public accounting and four as a controller. Jake’s experience includes CFO and controller support, full-scale outsourced accounting, and special projects.
He leads our Outsourced Controller & Interim Advisory team that focuses on assisting business owners, CFOs, and their teams with support for any internal accounting or financial needs that they have. He specializes in personnel and department management, month-end close procedures, financial statement presentation and analysis, and budgeting/forecasting. He excels at improving client relationships and is a highly skilled communicator who strives for maximum transparency between his team and the people they serve.
Before joining Whitley Penn, Jake served in corporate audit and then as a controller. In his role in corporate audit, he led audit teams in performing risk-based financial statement audits for public and private companies, as well as employee benefit plan audits. Working as a controller, Jake lead the accounting department of a $100 million professional services firm while also managing executive expectations to allow for a smooth and efficient operation of the accounting and finance functions at the firm.
Technology Partners
We start by developing a network infrastructure that supports fast connection
speeds and grows with you as your business expands
Thought Leadership
In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.
CAAS FAQ
1. What is Client Accounting & Advisory Services?
They’re outsourced financial solutions that include bookkeeping, accounting, payroll, financial reporting, and strategic advisory support — designed to help businesses operate efficiently and grow with confidence.
2. What services does Whitley Penn’s CAAS team provide?
Our team offers monthly accounting, payroll processing, tax record management, financial reporting, and tailored advisory services based on your business goals.
3. What are the benefits of outsourced accounting services?
Outsourcing your accounting offers several key advantages:
- Reduces overhead costs
- Improves accuracy and consistency
- Enhances compliance with financial regulations
- Scales with your business growth
- Frees up internal teams to focus on core operations
4. Is my financial data secure with Whitley Penn?
Yes, our outsourced accounting systems follow rigorous data protection protocols and industry compliance standards, including SOC 2 certification, to ensure your financial data remains safe and confidential.
5. Can CAAS help with growth-stage companies or changing business needs?
Absolutely. Our client accounting and advisory services are built to scale with your business, adapting to timing, complexity, and evolving financial priorities.