Client Accounting Services (CAS)
Your Strategic Advisory Partner
Overview
Our Client Accounting Services (CAS) practice delivers comprehensive outsourced accounting services for growing businesses that need reliable financial operations without the cost or complexity of building an in-house team.
Led by Greg Furyk, Partner and leader of our Business Advisory Group, our CAS team combines deep technical accounting expertise with practical real-world business insight. We work as an extension of your organization, taking ownership of your day-to-day accounting functions, while providing the management reporting, controls, and advisory support needed to drive informed, confident decision-making.
We leverage modern, cloud-based accounting platforms, using QuickBooks Online, to deliver accurate, timely information and scalable processes. Technology supports our work, but our value is grounded in people, experience, and judgment.
Our Service Offerings
(Ongoing Monthly Services)
Designed for businesses seeking a fully outsourced accounting and finance back office, this service provides end-to-end support tailored to your organization’s needs.
Our team manages your accounting function holistically, including:
- Monthly bookkeeping and account reconciliations
- Accounts payable and receivable support
- Payroll coordination and government remittances
- GST/HST and regulatory filings
- Month-end close and financial statement preparation
- Customized management reporting and financial insights
You gain timely, accurate financial information and dependable execution—without the overhead, risk, or distraction of managing internal accounting staff.
(Short-Term and Special Engagements)
This flexible service is ideal when you require experienced accounting support for a defined period, transition, or initiative.
Common engagements include:
- Temporary coverage for staff absences or vacancies
- Accounting clean-ups and process optimization
- Accounting system setup, migration, or optimization
- Support during periods of growth, restructuring, or change
- Audit, financing, or year-end readiness assistance
We integrate quickly, stabilize your accounting environment, and deliver results with minimal disruption to your organization.
(Strategic Financial Leadership)
For businesses that need senior-level financial leadership without a full-time CFO, our fractional CFO services provide strategic guidance aligned with your growth stage and objectives.
Services may include:
- Financial forecasting, budgeting, and cash flow planning
- KPI development and performance analysis
- Strategic planning and decision support
- Board, investor, and lender reporting
- Process improvement and internal control advisory
This offering bridges the gap between accounting execution and strategic leadership—helping management teams move from historical reporting to forward-looking decision-making.
Getting Started
Every engagement begins with a thoughtful assessment of your business, goals, and current accounting environment.
Through our initial assessment, we will:
- Review your existing systems and processes
- Understand your objectives, challenges, and priorities
- Identify risks, inefficiencies, and opportunities for improvement
- Recommend a tailored service scope with clear, transparent pricing
Start a Conversation with Our CAS Team
To begin the conversation, please complete the form below to request an introductory discussion with our Client Accounting Services (CAS) team.
This initial conversation is designed to understand your organization’s goals, assess your current accounting environment, and explore how our Client Accounting Services can best support your business.
