Client Advisory Services FAQs

What does CAS cost and how is it structured?

Our services are designed to scale with your business. We offer transparent pricing based on the complexity and volume of your transactions, so you always know the value you’re receiving.

How do we kick off the engagement?

We start with a personalized onboarding process. Your dedicated team will guide you through a kickoff meeting to define goals, set expectations, and map out the steps to get your financial operations running smoothly.

Will I have ongoing guidance?

Yes. Every engagement includes a dedicated advisor who knows your business and is ready to answer questions promptly—typically within 24 hours—so you’re never left waiting.

Can you help if my accounting is behind?

Absolutely. Whether you’re a few weeks or several months behind, we specialize in cleanup and catch-up services to bring your books current quickly and accurately.

How does CAS help my business grow?

CAS provides more than bookkeeping. From timely financial reporting to cash flow forecasting, KPI dashboards, and multi-entity consolidation, we give you actionable insights to make informed decisions.

How does CAS benefit Meaden & Moore as a firm?

CAS allows the firm to grow through new and existing clients while creating recurring revenue. It ensures work is properly billed, improves data quality for tax preparation, and opens opportunities for colleagues to explore advisory roles or fractional services across other business functions.

Does CAS include personal wealth or advisory services?

Yes. Beyond operational accounting, our team can provide personal wealth reporting, cash flow analysis, and CFO-level strategic guidance to help business owners and executives make informed financial decisions.

What industries or types of clients benefit most from CAS?

Our services are particularly valuable for construction & contractor services, retailers (online or storefront), subscription-based businesses, small manufacturing, investment & holding companies, real estate property companies, and not-for-profits.

When do CAS opportunities typically present themselves?

CAS is ideal when a company is growing, staff are leaving or retiring, entrepreneurs are starting or acquiring a business, nonprofit organizations are forming, or existing companies need better financial operations, cash flow management, or business transition support.

Is CAS flexible in terms of service level?

Yes. Our services are tiered—Foundational, Compliance & Oversight, and Advisory & Strategy—so you can start where your business needs the most help and scale up as your financial requirements evolve.