Global services
CAS and virtual CFO support for CPA firms
For accounting practices with 5-50 people delivering recurring client accounting services, reporting and finance support.
MANAGEMENT REPORTING
See the business in context
- CashTiming and commitments
- MarginsBy activity or location
- BudgetActual versus plan
- KPIsAgreed operating measures
Reporting topics shown, not client results.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
HOW WE WORK
From first call to live work in three weeks.
- 1
Discovery call
30 minutes
Output: fit check and the entities in scope.
- 2
Scope and SOW
48 hours
Output: signed scope, SLA and fixed pilot fee.
- 3
Secure access
3 days
Output: access set up in your software; IRC 7216 consent kit.
- 4
Pilot delivery
10 business days
Output: one entity’s review pack - reconciliations, proposed entries, review notes, handoff checklist.
- 5
Go-live
Week 3 onward
Output: dedicated seat or per-return; weekly call and escalation matrix.
Every file is reviewed twice before it reaches you. Your firm approves tax positions, client advice and the final filing.
The timeline assumes complete records and authorised access. The signed scope sets the actual dates and any dependencies.
Start a 10-day PilotSERVICE SCOPE
Client accounting services
Build a recurring accounting and reporting routine around the close. Agree entities, reporting basis, dimensions and review ownership before designing the pack.
SERVICE SCOPE
Management reporting and KPIs
Prepare management accounts and KPI dashboards from reconciled sources. Show definitions, periods and comparisons so the responsible adviser can explain the numbers.
SERVICE SCOPE
FP&A, budgets and forecasts
Prepare budgets and cash-flow forecasts with the supplied assumptions visible. Separate historical facts, management inputs and calculated outputs. Keep forecast versions and changes traceable.
What you get
What your CAS and virtual CFO reviewer gets
- Management reporting pack and variance schedules
- Budget and forecast schedule with assumptions
- Defined KPI dashboard
- Close calendar and exception register
SOFTWARE
Software we work in
Accounting, spend and job management
Ramp
Brex
Expensify
BILL Spend & Expense (Divvy)
Airbase
Jobber
ServiceTitan
Housecall Pro
Procore
Buildertrend
Toast
SquareMonth-end and year-end close
Numeric
FloQast
BlackLine
Vena
Fathom
Spotlight ReportingTurnaround
How the 10-day CAS and virtual CFO pilot works
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
Sample output
See a working-paper format.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
Working questions
FAQ
Is the forecast a guaranteed outcome?
No. It is a projection based on the stated inputs. Your finance lead owns assumptions and management decisions.
Who is this service for?
For accounting practices with 5-50 people delivering recurring client accounting services, reporting and finance support.
How is turnaround agreed?
The SOW records the due date after the records, volume and access have been checked. The ten-day pilot target applies to the signed pilot scope.
What happens to missing records?
The file carries an open-item log with an owner and a decision needed. Unsupported entries are not treated as approved.
Can we begin with one entity?
Yes. Start with a defined pilot scope and decide the ongoing arrangement after reviewing the agreed output.
First assignment
Start your CAS and virtual CFO pilot
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day Pilot