Client Accounting Services (CAS)

We assist clients with their day-to-day accounting needs - acting as your outsourced accounting department. 

Our services include, but are not limited to:

  • Bookkeeping and recordkeeping
  • Accounts payable and receivable management
  • Payroll processing
  • Bank reconciliation
  • Financial statement preparation

Employee Benefit Plans (EBP)

Create capacity and remove stress. 

We provide comprehensive audits of employee benefit plans, including defined benefit and defined contributi0on plans. Our experienced team ensures compliance with all relevant regulations, including:

  • Plan design and documentation review
  • Testing of plan transactions and balances
  • Assessment of fiduciary responsibilities
  • Communication of audit findings and recommendations

Not-for-Profit Audits (NFP)

Specialized audits for non-profit organizations.

We understand the unique challenges faced by non-profits and tailor our approach to ensure accurate and transparent financial reporting. Our services include:

  • Compliance with Generally Accepted Accounting Principles (GAAP) for non-profit organizations
  • Review of internal controls and risk management
  • Single Audit compliance for organizations receiving federal funding
  • Preparation of financial statements and disclosures

Yellow Book Audits

Audits for government contractors in accordance with the Yellow Book standards.

Our team has extensive experience with the Cost Accounting Standards (CAS) and can help you achieve and maintain compliance. We offer:

  • CAS disclosure statement preparation and filing
  • CAS compliance reviews and assessments
  • Implementation of CAS-compliant accounting systems
  • Negotiation of CAS-related issues with government agencies

Affordable Housing Audits

Leverage our expertise and experience for compliant audits. 

We understand the specific requirements of HUD and other affordable housing agencies. Our services include:

  • Audits of resident income and eligibility
  • Review of compliance with program rules and regulations
  • Testing of rent calculations and subsidies
  • Preparation of required reports and disclosures

Environmental, Social, and Governance (ESG)

Need support for your ESG and Sustainability teams? 

Our team offers personalized ESG consulting to tackle your specific needs, from sustainability reporting and compliance to risk management and materiality assessments. Whether you need help with ESG audits, developing ESG reports, or strategic advice on sustainable practices, our ESG PROs provide the expertise to enhance your ESG initiatives and drive meaningful change for your business.