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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.

A better way to run finance

900+ professionals supporting businesses with fully integrated finance functions, delivering clarity, control, and confidence at every stage of growth.

47

Firms

2k+

Employees

39

States

3

Countries

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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 Northstar Financial Advisory 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 Northstar Financial Advisory 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.

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

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

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.

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

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.