Whether you are providing outsourced accounting or advisory services, growing your CAS practice requires a thoughtful approach to growing your capacity and managing your processes at scale.
We focus on cross training our people so you can use them on a variety of tasks throughout the year.
Tax preparation and filing for
We use technology and process to ensure you’re always in control of the work we do.
We can work with your existing practice management software to manage the work. We also offer task management through our partnership with Monday.com – an award winning WorkOS that can be configured to match your process.
Our Team Utilization and Allocation dashboards let you know at a glance how effectively you’re using your teams – How is my team being utilized? What is my team working on? How efficiently are they working?
We provide you with quality staff you can rely on with the margins you need to grow your business.