Client Advisory Services
Stay ahead of today’s dynamic business landscape
Finance teams are under constant pressure to deliver timely, accurate information, scale their teams efficiently, and turn data into insight – often with limited resources and increasing complexity. When workflows break down, visibility suffers and decision making slows; It can hold the entire organization back.
Our CAS professionals help address these challenges by improving the effectiveness of your accounting function through best‑practice workflows, reliable and timely information, and meaningful data that supports better decisions. Whether you need short‑ or long‑term support, targeted augmentation of your existing team, guidance on scaling for growth, or a broader transformation of your accounting ecosystem, we work alongside you to streamline back‑office operations, strengthen performance, and build a model that supports where your business is headed.
SERVICE OFFERINGS
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.
HOW WE WORK WITH YOU
A four-step process
Kickoff and Project Planning
- Kickoff meeting to review scope of work and confirm priorities, goals and objectives.
- Establish project management process, communication cadence, and reporting protocols.
- Agree on timelines, deliverables, and outcomes.
Assess and Gather Information
- Conduct collaborative sessions with management and team members to gain strategic views.
- Assess processes and data and make recommendations.
- Gain systems access and gather required documentation.
Setup and Configuration
- Carry out approved recommendations, revise COA/accounting dimensions, automate reports.
- Document/update accounting processes and agree upon go-forward procedures.
- Perform any contracted catch-up, clean-up, technology and/or financial transformation.
Ongoing Services and Expansion
- Complete the first monthly closing of the books.
- Take over recurring accounting activities including bank and credit card reconciliation, payroll and other journal entries, weekly and monthly financial reporting.
- Support growth and complex accounting needs.
Examples of industries our CAS team serves
CohnReznick’s CAS team combines deep accounting expertise with specialized industry knowledge to deliver tech‑enabled, audit‑ready financial operations that help organizations streamline workflows, strengthen compliance, and make faster, more confident decisions.
CohnReznick partners with government contractors across their organizations to navigate the complexities of FAR and CAS requirements while building scalable operations that support growth. We help establish sound cost structures, indirect rates, and billing processes; prepare for and respond to DCAA and DCMA audits; and maintain audit‑ready environments through automation and continuous monitoring. Beyond day‑to‑day regulatory demands, our GovCon specialists serve as trusted advisors – providing the insight and structure needed to better understand contract performance, and align operational and financial practices so you can scale confidently, pursue profitable growth, and stay mission‑focused.
CohnReznick brings together deep not-for-profit expertise and Client Advisory Services (CAS) to help mission‑driven organizations operate with confidence. We modernize financial operations, automate manual processes, and deliver real‑time financial insights that strengthen transparency and accountability.
From annual and single audit readiness to grant management and board‑level reporting, we help not-for-profits stay compliant, steward funding responsibly, and equip boards with the financial clarity they need to meet fiduciary obligations – so leaders can focus less on administration and more on advancing their mission.
CohnReznick’s Renewable Energy CAS team provides scalable, audit-ready accounting and advisory support to help developers, IPPs, investors, and asset managers streamline operations and strengthen compliance. Combining deep industry expertise with advanced technology, our team delivers financial clarity, automation, and investor confidence. With hands-on experience in renewable energy operational accounting, we support the full project lifecycle, from development through operations, bringing strong capabilities in project accounting, cost tracking, and cross-functional collaboration with client operations teams to address day-to-day business challenges and drive informed decision-making.
CohnReznick’s CAS team empowers real estate firms to move beyond basic accounting and gain real-time financial clarity across properties, entities, and portfolios. By integrating cloud-based accounting, automated reporting, and customized dashboards, CAS delivers timely insights into cash flow, profitability by asset, and debt service coverage – critical metrics for owners, developers, and property managers navigating fluctuating markets. Instead of reacting to historical financials, real estate leaders can make proactive decisions supported by accurate, up-to-date data.
CohnReznick delivers scalable outsourced accounting and financial support so restaurant operators can streamline operations and focus on growth. Our hospitality specialists use advanced technology to accurately process the large volumes of data restaurants create through vendor bills, daily sales, and frequent payrolls, and transform that data into meaningful insights from prime cost improvements to cash flow planning for growth or greater investor returns.
CohnReznick brings life sciences, healthcare, and technology expertise together to streamline finance operations, automate workflows, and give growing and established life sciences companies the real‑time financial clarity and scalable systems they need to stay investor‑ready.
CASE STUDY: FINANCIAL ADVISORY FIRM BOOSTS EFFICIENCY WITH FINANCIAL TRANSFORMATION
“We have a very complicated operating environment. CohnReznick did a great job keeping the books in order and basically being a lifeline until we could get the new team in place.”
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Ready to elevate your operations?
Let’s talk about transforming your back office and financial operations.
Whether you want to close the books faster, trust the accuracy of your data, or gain real-time visibility into your financials, our Client Advisory Services (CAS) solutions combine outsourced accounting expertise with innovative, AI-enabled technologies to help you get there.
Let’s connect about your goals and the outcomes you want to achieve. See how we can streamline processes, reduce risk, and deliver the insights you need to make smarter decisions with confidence.
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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.