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.

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).

Our Data Management services range the full lifecycle (acquisition, cleaning, analysis, and visualization). We aggregate data from multiple sources using SQL, APIs, and integration tools while maintaining integrity and validity. Quality issues are resolved with Python or Power BI to ensure accuracy, consistency, and reliability. Finally, we design interactive dashboards and tailored reports in Tableau, Power BI, or Python visualization libraries, providing decision support that is reliable.

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.