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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.

get in touch

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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Using financial evidence to break a partnership deadlock

See how a specialty healthcare group used data driven financial modeling to resolve a 50/50 partnership deadlock, support succession planning, and unlock long term value.

Case Study
April 16, 2026
FDICIA thresholds have changed, but SOX may be closer than you thinkFDICIA thresholds have changed, but SOX may be closer than you think

FDICIA thresholds have changed, but SOX may be closer than you think

FDICIA threshold changes may exempt many community banks from ICFR attestations, but SOX compliance might be around the corner. Learn how public float and revenue tests impact your filing status and what steps to take now.

April 1, 2026
Why internal controls matter in specialty finance high-volume lendingWhy internal controls matter in specialty finance high-volume lending

Why internal controls matter in specialty finance high-volume lending

Learn how specialty finance companies and fintech lenders can apply ASU 2025-08 to account for purchased seasoned loans.

March 31, 2026
Internal controls: Hard-won lessons from annual reviewsInternal controls: Hard-won lessons from annual reviews

Internal controls: Hard-won lessons from annual reviews

Hard-won lessons from annual SOX 404(a) reviews on internal controls, ICFR effectiveness, risk alignment, and how to improve audit outcomes year over year.

March 25, 2026
Budget planning for nonprofits: Approaches for the next fiscal yearBudget planning for nonprofits: Approaches for the next fiscal year

Budget planning for nonprofits: Approaches for the next fiscal year

Plan next-year nonprofit budgets early. Use GAAP accrual, forecast cash for grants and pledges, align Form 990 categories, and brief the board.

March 23, 2026
CMS Rural Health Transformation Program: Driving sustainable impact through strong controlsCMS Rural Health Transformation Program: Driving sustainable impact through strong controls

CMS Rural Health Transformation Program: Driving sustainable impact through strong controls

Explore how the CMS Rural Health Transformation Program impacts rural hospitals, grant compliance, and risk management, and why strong internal controls support lasting results.

Article
March 18, 2026

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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.

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Client Accounting Advisory Services

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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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