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 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.
  • 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.


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

Get in touch with our specialists

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Kane Polakoff headshot

Kane Polakoff

Principal, Client Advisory Services (CAS)

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