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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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The U.S. trucking industry faces a prolonged downturn. Explore credit access, fleet capacity, and survival strategies for lenders and operators in this Elliott Davis deep dive.

November 10, 2025
Is private capital right for your real estate strategy?Is private capital right for your real estate strategy?

Is private capital right for your real estate strategy?

Discover whether private capital is the right fit for your real estate strategy. Learn how middle-market firms can leverage high-net-worth investors and family offices to gain agility, control, and faster access to funding.

October 29, 2025
Is your year-end close timeline investor-ready?Is your year-end close timeline investor-ready?

Is your year-end close timeline investor-ready?

Discover how real estate CFOs can prepare for a successful year-end close with strategies for tax planning, audit readiness, and investor reporting. Learn best practices and timelines tailored to the complexities of multi-entity real estate operations.

October 8, 2025
Financial services update – Q3 2025Financial services update – Q3 2025

Financial services update – Q3 2025

Stay informed on the latest developments in financial reporting and accounting regulations, with timely updates from the FASB, OCC, FDIC, and other key regulatory agencies – plus a forward-looking preview of upcoming projects and initiatives.

Article
October 8, 2025
How a manufacturing company regained profitability through enhanced data visibilityHow a manufacturing company regained profitability through enhanced data visibility

How a manufacturing company regained profitability through enhanced data visibility

Discover how a North American manufacturer regained profitability by leveraging enhanced data visibility and dynamic product costing.

Case Study
October 6, 2025
Financial services 3rd quarter update: Trends, regulatory changes, and best practicesFinancial services 3rd quarter update: Trends, regulatory changes, and best practices

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Financial services 3rd quarter update: Trends, regulatory changes, and best practices

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Professional Services

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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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Business Valuation Consulting

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Client Accounting Advisory Services

Transaction Advisory

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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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