Client Accounting Advisory Services

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.

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

more insights

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February 25, 2025
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Improving EPN performance through evidence-based strategies

Data-driven solutions from independent assessments can optimize financial and operational systems for healthcare organizations. This article examines a real-world case of uncovering and addressing healthcare operation inefficiencies.

February 17, 2025
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Tariffs and tax uncertainty threaten business strategies in 2025

Expiring TCJA provisions, potential tax hikes, new income tax disclosure rules, and proposed tariffs could disrupt supply chains, increase costs, and impact financial strategies in 2025.

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Data-driven solutions can improve revenue cycle management (RCM) for healthcare organizations. Learn the benefits of external assessments through a real-world example of identifying and resolving RCM inefficiencies, improving financial performance, and driving growth.

January 28, 2025
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Restoring confidence in nonprofit financial operations with outsourced accounting services

Elliott Davis Accounting Advisory Services helped a nonprofit overcome audit delays, addressing material weaknesses, automating processes, and improving financial reporting and compliance.

Case Study
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Elliott Davis shares strategies and a framework for managing cash flow in the construction industry with examples

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