Client Accounting &
Advisory Services (CAAS)

Gain clarity on today’s business performance to make better decisions tomorrow.

Six people, some men, some women, with computers, phones, and tablets sitting at a conference table. Two of the people are shaking hands.

Client Accounting &
Advisory Services (CAAS)

Gain clarity on today’s business performance to make better decisions tomorrow.

Being purposeful in your business strategy begins with a solid financial foundation. One of the challenges you can solve right away is establishing the right level of accounting processes and procedures.

Your Outsourced Back Office

Anglin Reichmann Armstrong is leveraging technology to automate many of the back-office functions that used to require several staff and manual transactions. Outsourcing your accounting through our Client Accounting & Advisory Services (CAAS) will reduce your workload as an owner or finance professional while gaining real-time insights about your business.

When you select Anglin to handle all of your CAAS needs, you receive
  • One provider to implement all back office functions, connected and integrated through the cloud
  • Integrated CFO-level oversight for accounting, tax planning and business or individual financial guidance, supported by our CPA firm
  • Secure, cost-effective technology solutions with robust internal controls and built-in disaster recovery
  • Control and knowledge of your finance department with no hidden activities or gaps
  • Personalized service through team access and continuity; avoid the hiring, rehiring or ongoing training of your back office

How do I get started?

We have three easy-to-understand service levels. After initial set-up, pay one monthly fee. Then select your level of engagement: (1) Compliance (2) Advisory (3) Visionary
 
As part of our client onboarding process, Anglin will establish and optimize an accounting solution that will use a technology and team-based approach to automate your accounts payable, receipt capture, month-end close and other back-office functions.

Timely Solutions Services

Through the CAAS solution, you will have more time to pursue your business goals, including

  • Exploring new product or service offerings
  • Negotiating more advantageous vendor agreements
  • Building your customer base
  • Improving staff recruitment, training and retention
  • Planning for the future

See our related practice areas and knowledge for your business:

  • Accounting Software Solutions
  • Audit & Assurance
  • Business Consulting
  • Business Incentives & Credits
  • Business Valuation

  • CFO Services
  • Estate, Gift & Personal Planning
  • Tax
  • Wealth Management

Anglin has years of experience in the following industries:

  • Government Contracting
  • Construction & Real Estate
  • Manufacturing
  • Healthcare

  • Professional Services
  • Governmental & Nonprofit
  • Biotechnology & Information Technology
  • Hospitality

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Leaders
Scott Hand, Partner in the Tax Advisory Services Department, Vice President and a board member, in front of Anglin office.
Scott Hand, CPA

PARTNER

Kayla Burgess, Supervisor of the Solutions Services Department, in front of Anglin office.
Kayla Burgess, CPA, MAcc

SUPERVISOR

Kathy Davis, manager in the Tax Advisory Services Department, in front of Anglin office.
Kathy Davis, CPA, QuickBooks ProAdvisor

MANAGER

Gloria Buice, Manager in the Solutions Advisory Services department, in front of Anglin office.
Gloria J. Buice, CPA, MAcc

MANAGER

David Bier

CHIEF OPERATING OFFICER (COO)

AUDIT & ASSURANCE

SOLUTIONS ADVISORY SERVICES

WEALTH
MANAGEMENT