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Client Accounting Advisory Services

Solutions

Advisory

Client Accounting Advisory Services

elliott davis

Focus on what matters.

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Get out of the weeds so you can focus on high-impact activities to grow your business. Let us empower your decision-making through outsourced accounting and advisory services. We specialize in serving customers in healthcare, not-for-profit, e-commerce, construction, and real estate, as well as closely held businesses. We prioritize building strong relationships with our customers and tailoring our services to their unique needs.

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solution overviews

Business Planning and Management

  • Business and financial strategic planning
  • Financial talent development
  • Performance measurement
  • Mergers and acquisition consulting

CFO, Controller and Advisory Services

  • Interim or ongoing financial leadership
  • Development and implementation of policies and procedures
  • Advisory planning meetings with management

Financial Reporting

  • Preparation and analysis of financial statements
  • Customized financial reporting on monthly, quarterly, and annual basis
  • Assistance with measuring financial outcomes compared to budget

Non-income Tax Reporting

  • Preparation of Forms 1099
  • Federal, state, and local grant management

Operations and Financial Management

  • Financial models, analysis, and management tools
  • Budgeting and forecasting
  • Capital structure and lender relations
  • Cost allocation planning
  • Loan covenant analysis
  • Cash flow forecasting
  • Capital asset planning and management
  • Key performance indicator (KPI) dashboards
  • Benchmarking

Outsourced Accounting Services

  • Electronic accounts payable management
  • Intercompany account reconciliation
  • Financial and accounting management tools
  • Real-time reporting
  • Month end close support and account reconciliations
  • Transaction recording
  • General ledger analysis

technologystack

Intuit quickbooks logo in green, white, and black
Sage intacct logo green and gray
Bill platinum certified logo

THE TEAM

meet our

specialists

Rachel Wehrman

Shareholder

W. Mark Rudolph

Shareholder

Nick Annan

Principal

Ashley Noojin

Director

Gina Derbidge

Director

Autumn Jewell

Senior Manager

Leigha Shippee

Senior Manager

John Opalenick

Senior Manager

Juli Reynolds

Senior Manager

Christina Worley

Senior Manager

Patrick Arnold

Senior Manager

Eric Pastan

Director

Kimberly Hewitt

Senior Manager

Featured Insight

Helping a real estate firm achieve visibility into cash flow

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Close your nonprofit’s year with confidence. This guide outlines six practical steps for a clean year-end, strengthening financial transparency, governance, and donor trust.

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How a global e-commerce company revealed $1.2 million in savings

The Elliott Davis team installed Power BI to transform raw data into actionable insights and identify $1.2 million in cost-saving opportunities.

Case Study
April 24, 2025
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Transforming financials for a multi-location healthcare practice ready for sale

Elliott Davis transformed the financial operations of a multi-location healthcare practice, helping them overcome sell-side roadblocks and prepare for a successful sale.

Case Study
April 21, 2025
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How tariffs impact sales and use tax across states

Understand the difference between tariffs and tariff-related fees, how they impact sales prices and gross proceeds, and what manufacturers and contractors should consider when managing costs and compliance.

April 17, 2025
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Debunking fractional accounting myths

Many businesses miss out on the benefits of working with a CPA firm. Learn how outsourced accounting expertise can drive growth and efficiency.

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All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

Advisory

Human Capital

Succession Planning

Strategy & Growth

Operational Excellence

Governance, Risk, & Compliance

Fraud & Forensic Accounting

Family Law Litigation Support

Sustainability & ESG

Commercial Litigation Support

Business Valuation Consulting

Business Turnaround & Recovery

Client Accounting Advisory Services

Transaction Advisory

Solutions

Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

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