Client Advisory Services (CAS), part of our Managed Services and Outsourced Accounting practice, offers businesses comprehensive accounting, financial, and advisory services to address day-to-day accounting needs. Compliance and operational services form the foundation of solutions designed to strategically align people, processes, and technology.

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


Day-to-Day Accounting

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

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.

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.

Billing & Invoice Preparation

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

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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A global team with diverse expertise


We deliver industry-specific technology stacks that enables our clients  to standardize, optimize, and scale back-office operations in alignment with business needs. Our agnostic approach to technology includes continuous evaluation of the latest advancements in the accounting industry.. 

Key Benefits to Standardizing Technology Stack

  • Financial
    • Timely and accurate reporting
    • Enhanced efficiencies that can reduce costs
    • Point solutions such as AP automation tools that can generate cost savings
    • End-to-end process automation for increased productivity
  • Operational
    • Promotes operational efficiency and effectiveness
    • Continuous process improvement
    • Rapid scalability and cross-training opportunities

Meet the team

  • Kane Polakoff headshot
    Contact Kane Kane+Polakoff
    Kane Polakoff

    Principal, Client Advisory Services (CAS)

  • Contact Donald Donald+Stevens
    Donald Stevens

    CPA, Managing Partner - Private Client Services

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