Stay ahead of today’s dynamic business landscape

Compliance and operational excellence are at the heart of our framework, designed to strategically deliver a comprehensive solution consisting of the right people, enhanced processes, and integrated technology. Our CohnReznick team brings deep industry experience, allowing us to understand the unique needs of our clients within the context of industry-specific best practices and challenges. This perspective enables us to identify, recommend, and implement the right solutions, processes, and support model for your organization.

Our CAS professionals help businesses streamline operations for optimal efficiency and effectiveness. By empowering our clients to leverage cutting-edge technology and data-driven analytics, we enable them to stay ahead of today’s dynamic business landscape through improved strategy development and decision-making.

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    Day-to-day accounting

    Using an agnostic accounting system approach, we collaborate with our clients to set up business accounting systems. These systems help client teams improve efficiency on procedural changes, chart of accounts, financial reporting, and internal controls.
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    Financial statement preparation

    We help companies prepare monthly, quarterly, and annual financial statements and perform monthly balance sheet reconciliations, required journal entries, month-end close, and cash flow statements and projections. We can also formulate annual budgets and financial reports.
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    Year-end audit readiness

    With former CAOs and CFOs on our team, we work with management teams to help them prepare for upcoming audits. We can also support management throughout the audit process.
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    Billing and invoice preparation

    We can oversee customer invoicing and receivables. We can also research and implement applications that can increase efficiencies and streamline many processes.
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    Accounts payable processing

    We can process accounts payable, credit cards, and expense reports. Our automated solutions offer transparency and visibility throughout the process. We can also provide year-end Form 1099 processing to ease the tax reporting burden of paying vendors.
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    Human resources and payroll processing

    We offer a comprehensive suite of services to streamline both your HR and payroll functions. This includes onboarding & new hire management, talent acquisition support, and benefits administration. We provide accurate payroll processing, administrative support for your HRIS system, and benefits reconciliation & compliance.
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We deliver industry-specific technology stacks that enable our clients to standardize, optimize, and scale back-office operations in alignment with business needs. Leveraging our expertise and established relationships with leading technology providers, we can identify and implement the best solutions to meet your unique needs. Our agnostic approach to technology includes continuous evaluation of the latest advancements in the accounting industry.
key benefits to standardizing your technology stack


Timely and accurate reporting

Enhanced efficiencies that can reduce costs

Point solutions that can implement end-to-end process automation for increased productivity and cost savings

Automation for risk mitigation with standard processes and security protocols


Promoting operational efficiency and effectiveness

Continuous process improvement

Scalability and cross-training opportunities

Providing business insights to help drive business decisions

Technology Relationships

Our relationships with the following companies help our clients achieve better outcomes. Discover how we can help you scale operations, optimize resources, and access leading technologies.


Get in touch with our specialists

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Kane Polakoff headshot

Kane Polakoff

Principal, Client Advisory Services (CAS)

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Related services

Our solutions are tailored to each client’s strategic business drivers, technologies, corporate structure, and culture – addressing any industry-specific needs.