Our Complete Services
Core Financial Solutions
  • CAS Outsourced Accounting
  • CAS Data & Business Insights
  • Preparation & Compilations
Business Advisory
  • Grant & Regulatory Compliance
  • Finance Transformation
  • Payroll & Spend Advisory
Specialized Consulting
  • Data Management
  • Internal Controls
  • Process & Policy Development
Our Service Approaches
Client Accounting & Advisory Services
Client Accounting & Advisory Services (referred to as "CAS") combine advisory and outsourced accounting, tailored after a comprehensive business review to fit your goals and budget. CAS services are performed under AICPA Consulting Standards, are non‑attest and do not provide assurance.
CPA Services
Need financial statements prepared or compiled for external use or third‑party reliance? We’ve got you covered. Our standalone preparation and compilation engagements are delivered by a CPA and billed hourly. Our firm complies with peer review requirements and performs these services under the Statements on Standards for Accounting and Review Services (SSARS).
Data Management Services
Our Data Management services range the full lifecycle (acquisition, cleaning, analysis, and visualization).
Why Client Fit Matters for CAS
The Right Clients. The Right Tools. The Right Team.
We’re built for clients who want operational efficiency, regulatory compliance, and sustainable growth. Our work only succeeds when systems, controls, and tools are aligned. We've partnered with independent professionals and solution providers who strengthen our work and seamlessly support our clients.
Meet Our Extended Team:
Michelle Chen | Ramp, Sr. Channel Partner Manager
  • Michelle supports a smooth client onboarding process.
  • Ramp delivers airtight expense controls, automated documentation, and real‑time visibility.
  • Streamline AP & Treasury
  • Learn more about Ramp here!
Anjali Etwaru | ADP, District Manager
  • Anjali leads payroll and HR solutions for our clients.
  • ADP provides payroll processing, automated tax filings, and integrated HR tools.
  • Retirement, Workers Compensation, Timekeeping solutions also available.
  • Learn more about ADP here!
Jordan Rocca, CPA | Owner of Rocca CPA
  • Independent, vetted CPA aligned with our firm approach
  • Jordan provides tax planning, advisory, and preparation services.
  • Learn more about Rocca CPA here!
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