Financial Services · CAS & Advisory

Outsourced accounting without the workflow chaos.

For CPA and advisory teams managing recurring close, reporting, and client requests across dozens of accounts. Close the books, not the tabs.

Track exceptions and dependencies, portfolio-wide, before the client asks
CAS Client Control Center — Month-End Close
Total Clients 84 Month-End Close 68% complete Blocked 12 waiting on client docs Tax Ready 15 handed off
Client / Entity Close Progress Current Stage Action Needed
Acme Supply
Manufacturing
3 of 8 complete
Stalled: Bank Recs
Nudge client for Chase statement
NorthPeak Partners
Services
7 of 8 complete
In Review: Controller
Review exception report
Valley Med
Healthcare
8 of 8 complete
Complete: Tax Ready
Publish final packet
Harbor Tech
SaaS
5 of 8 complete
Active: Payroll Accruals
Run Gusto import

Managers get an at-a-glance view of firm-wide bottlenecks across QBO, Xero, and payroll systems without opening thirty different browser tabs.

How It Works

We connect your tools. You keep your team out of the weeds.

Goes In

Fragmented client data

  • Bank feed sync statuses
  • Pending client document requests
  • Uncategorized transaction counts
  • Month-end checklist status
Comes Out

Unified practice ops

  • One dashboard for all client deliverables
  • Automated nudges for missing client inputs
  • Standardized reporting packet generation
  • Clear handoffs from bookkeeping to tax
Who It's For

Scaling CAS and CPA firms

  • Regional CPA practices building out CAS lines
  • Independent accounting firms with 20+ clients
  • Firms struggling with inconsistent workflows
  • Teams tired of managing operations via spreadsheet checklists
⌛ Fastest proof: We can map your current close checklist to a unified dashboard mockup in 48 hours.
Common Questions

For accounting practices tired of managing by email.

Stop chasing documents. Start scaling your advisory footprint.

Do we have to replace QBO/Xero?

No. You keep your existing ledger systems. We build the orchestration layer that sits on top, pulling statuses and data together so your team works in one place.

How does this help with client document chasing?

Instead of manual email chains, we can automate secure request links when certain accounts are missing statements, tracking what is submitted and flagging what is overdue.

Can this integrate with our tax workflow?

Yes. A primary benefit is establishing a clean handoff from the CAS/bookkeeping team to the tax team, with all required trial balances and workpapers organized uniformly.

What does an engagement look like?

We start by mapping your messiest recurring process (usually month-end close or client onboarding), prototype the automation, and then wire up the integrations.

Ready to standardize your close?

Share your current month-end spreadsheet checklist. We'll show you what a connected control tower looks like.