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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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Are you using the right investment strategy?Are you using the right investment strategy?

Are you using the right investment strategy?

Compare real estate funds vs. syndications, explore tax-efficient investment vehicles, and learn how to structure single-member LLCs, REITs, and 1031 exchanges to align with investor goals.

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June 25, 2025
Are your people and controls ready?Are your people and controls ready?

Are your people and controls ready?

Raising capital is only the first step. Learn what it takes for real estate firms to be truly capital-ready, from controls and reporting to operational structure.

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June 11, 2025
Sell-side advisory checklist: What to do before you go to marketSell-side advisory checklist: What to do before you go to market

Sell-side advisory checklist: What to do before you go to market

Discover how to get your closely held business ready for sale with our strategic checklist, designed for high-net-worth owners without a clear successor. Learn how to attract the right buyer.

Article
May 28, 2025
10 ways to get your construction business audit-ready10 ways to get your construction business audit-ready

10 ways to get your construction business audit-ready

Discover 10 practical ways to get your construction firm audit-ready, from improving job costing and WIP reporting to strengthening GAAP compliance and meeting debt covenant requirements.

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May 27, 2025
Strategic market positioning: How benchmarking fuels smarter business decisionsStrategic market positioning: How benchmarking fuels smarter business decisions

Strategic market positioning: How benchmarking fuels smarter business decisions

Discover how strategic benchmarking helps healthcare practices improve pricing, staffing, and investment decisions. Learn a 5-step approach to align internal data with industry standards.

May 21, 2025

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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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