Client Accounting Services

Streamline operations, gain financial clarity, and grow with confidence.

Outsourced & Managed Services

Elevate your organization with strategic accounting solutions tailored to your goals.

Growth doesn’t wait for perfect timing or unlimited resources. Whether you're navigating growth, preparing for investment, or optimizing performance, our tailored solutions scale with your business.

Our Client Accounting Services (CAS) are built to meet you where you are and help you streamline operations, gain financial clarity, and make confident business decisions with expert guidance at every step.

From fractional CFO expertise to industry-specific accounting advisory support and private client solutions, CAS is more than traditional outsourced accounting — it’s a strategic partnership

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Solutions That Drive Performance and Possibility

Finance & Accounting

Stay ahead with clean, compliant, and decision-ready financials backed by industry-specific expertise — so you can focus on strategy, not spreadsheets.

Fractional CFO & Controller Services

Get C-suite-level guidance without the full-time cost — ideal for navigating growth, change, or complexity.

Payroll Solutions

Simplify payroll, stay compliant, and support your team with accurate, timely, and scalable workforce solutions.

Private Client Solutions

Protect your legacy and simplify complexity with personalized accounting and advisory for high-net-worth individuals and families.
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Business Planning & Analysis

Turn financial data intoactionable insights with scenario planning, forecasting, and analysis that empowers smarter decisions and drives growth.
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Tax Collaboration Solutions

Eliminate silos and reduce risk with seamless coordination between your tax and accounting teams.
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Accounting for Technology & Implementation Support

Simplify complexity and scale confidently with accounting solutions built for tech-forward businesses.
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Accounting for Private Equity

If you’re preparing for sale to private equity, our comprehensive accounting support ensures your financials are ready for every stage of the transaction.
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Industry Solutions

  • Healthcare

  • Manufacturing, Distribution, & Logistics

  • Construction & Real Estate

  • Government

  • Nonprofit

Trusted Technology Partners

  • NetSuite
  • Salesforce
  • Microsoft
  • Snowflake
  • Tableau
  • Boomi
  • workato

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Case Study :

How We Drive Growth and Success

"Outsourcing our accounting has given us the security of knowing that there is a large part of our business that is taken care of as we continue to grow. We can focus on other areas of our business—like production—that no one else can do.”

— Leo Etcheto | Nutriom

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Wherever your business is headed, Client Accounting Services can help you lead with confidence.

From recurring accounting support to fractional leadership and industry-specific expertise, we can help your business perform at its best, protect what you’ve built, and plan for what’s next.

Client Accounting Services Leadership

Lisa Chaffee

Lisa L. ChaffeeCPA

Partner/Client Accounting Services Practice Leader/Board of Directors/Market Leader

Since 1995, Lisa has served nonprofit clients, as well as small business and individual clients. She often works on accounting and consulting projects with clients in addition to compliance projects. Lisa is an experienced leader who served as a department head for 14 years, a market leader for over 2 years and now is the Outsourced & Managed Services Practice Leader.
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