CAS

Own your financial operations.

From fractional CFO to day-to-day bookkeeping, our firms operate as an extension of your business, owning your financial operations so you can focus on growth. With the right structure, visibility, and guidance in place, finance becomes a driver of performance, not just a function.

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From bookkeeping and reporting to controller and fractional CFO services, our firms build and manage your entire finance function, scaled to your business.

Current firms operate inside your business, not outside of it, aligning to your goals, advising on decisions, and taking ownership of outcomes alongside you.

With modern systems and disciplined processes, our firms give you a clear, current view of your financial performance, so you can act faster and lead with confidence.

As your business grows, your finance function evolves with it, adding sophistication, structure, and strategic guidance at the moments that matter most.

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Our partner firms deliver fully integrated Client Accounting Services, combining operational execution with strategic insight to help businesses run smarter, grow faster, and perform at a higher level.

AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC AJ Santye Abacus Abitos Accuity Adeptus Assurance Dimensions Bowers Breslow Starling Cabrillo Advisors Cross Financial Cutler Larson Gross Legacy Valuation & Forensics, LLC Levy Erlanger Mellott and Mellott Reid RRBB Savastano Kaufman TKR Advisors, LLC BFJ Advisors, LLC

End-to-End Finance, Built Across Every Function

Our CAS offerings cover the full spectrum of financial operations, from foundational bookkeeping to strategic finance leadership, delivered through specialized capabilities that scale with your business.

Maintain day-to-day financial records, reconciliations, and reporting to keep accounting current and accurate.

Advise on selecting, designing, and implementing accounting systems and related workflows.

Evaluate cybersecurity controls, risks, and preparedness to strengthen protection of systems and data.

Identify property components eligible for shorter tax lives to accelerate depreciation deductions.

Coordinate accounting, reporting, administration, and planning services for high-net-worth families.

Process payroll accurately and timely while supporting tax withholding, filings, and employee reporting.

Handle fund accounting, investor reporting, capital activity, and administration for real estate funds.