Client Accounting and Advisory Services (CAAS)

Save your energy for your passion. Leave the bookkeeping and financial forecasting to us.

You're the expert of your domain. Let us help you free up your time to focus on doing what you do best, by doing what we do best.

Our Client Accounting and Advisory Services (CAAS) team thrives on helping you achieve the vision you have for your business. We can be there with you as an extension of your team. We provide key, remote-based financial planning, bookkeeping, payroll administration for successful businesses who need an extra hand or two. We also provide executive-level CFO insight and analysis to promote growth for startups and veteran business and nonprofits. As your company grows, we will be there with you using the tools and interaction level that you choose. With decades of experience under our belt and a growing team of our own, we are here around the clock to meet your needs.

Relationships are important to us. You will get one-on-one attention from our partners and professionals who genuinely care about seeing you succeed. Years of experience have given us insight into your business’s industry dynamics, organizational structure, and financial reporting requirements. By taking the time to get to know you personally, we can also share your vision and tailor services that meet your needs well into the future.


Why do businesses choose us for Client Accounting and Advisory Services?

They want to run a lean administrative operation with expert support.

They want to grow by learning more about financial projections and data analytics.

They want their business to be faster, stronger, and more efficient.

They need to tackle complex issues like estate planning or business valuation.









What services does our Client Accounting and Advisory Services (CAAS) team offer?

Routine business accounting procedures:


CFO/Controller level expertise for short-term or long-term needs:




Our team of experts works effortlessly within all of the best financial tools available.



Do you have questions about Client Accounting and Advisory Services (CAAS) for your company?

We are here for you. Contact us and a team professional will respond.


Adam Schwelnus, CPA


574-289-4011 Ext. 256