Client Advisory Services
The books, clean and ready for decisions.
Closed months are the floor, not the deliverable.
Client advisory for middle-market businesses, plus fractional CFO depth when you need a seat at the table rather than a report after the fact. One team owns the close, the reporting, and the conversation about what the numbers mean.
Practice Leader
Stacy Kynes, CPA
Credentials
CPA · former-Andersen
Best Fit
Operators scaling past their systems
Engagement
Monthly retainer
What’s Included
Six Services, One Team
01
Full-cycle accounting
Day-to-day books owned end to end, reconciled and closed on a calendar you can plan around.
02
Fractional CFO
Senior financial judgment on a fraction of a full-time seat, in the room when decisions get made.
03
AI-assisted close and reporting
Automation on the mechanical work so the close gets faster and the review gets deeper.
04
Process improvement
The workflow behind the numbers, rebuilt so month-end stops being a scramble.
05
System integration
Your accounting, billing, and operational systems talking to each other instead of to spreadsheets.
06
Cash-flow and forecasting
A forward view of cash and covenant headroom, updated as the business moves.
How we work
From Messy to Monthly
Week One
Diagnostic
We read the last three closes and name what is actually slowing them down.
Weeks two to four
Clean-up
Historical corrections, chart of accounts, and reconciliations brought current.
Month two
New Rhythm
A fixed close calendar, a reporting pack, and a standing review call.
Ongoing
Advisory
The monthly conversation shifts from what happened to what to do next.
Who You’ll Work With
“A closed month nobody reads is just bookkeeping. The work is the conversation after.“
Stacy Kynes, CPA
CPA · former-Andersen
Stacy leads Client Advisory Services, running the close and the reporting for operators who have outgrown their systems but are not ready for a full finance department.
Signals
5 days
Typical Close
From period end to a reporting pack you can act on.
1 team
No Handoffs
The people who close the books are the people who explain them.
4
Practices Behind It
Tax, assurance, and transaction services are down the hall, not out for bid.
Works Alongside
The Rest of the Platform
Next Step
Bring us the close nobody wants to own.
One conversation with the practice leader, not a sales team. Tell us where the month-end breaks and we will tell you what it takes to fix it.
