Accounting Services That Grow With You

CASCFO – Empowering Financial Wisdom

Reliable Accounting Solutions for 50+ Industries, Without the Hiring Headaches

Tired of chasing accountants, managing high turnover, or struggling to find specialized financial talent? CASCFO provides flexible, expert accounting support tailored to your business needs. From bookkeeping to CFO-level guidance, we help you stay compliant, save time, and reduce costs by up to 70%, so you can focus on growing your business.

Dedicated accounting professionals for your unique industry.
No long recruitment cycles or overhead costs.
Flexible month-to-month engagement.
Expertise across 50+ industry niches.
Gain financial insights.
Scale your business confidently.

WHY CHOOSE CASCFO ADVISORY LLC?

OUR SERVICES

Bookkeeping & Accounting

Tax Preparation

Audit Preparation

Virtual Assistant

Fractional CFO. & Accounting

Financial Planning & Analysis

Tax Planning

Forensic Audits, Advisory

M&A & Due Diligence

SAY GOODBYE TO OPERATIONAL HEADACHES

Full Charge Bookkeeping

Accounting Software (QuickBooks, Xero, NetSuite, Zoho, SAP)
General Ledger Maintenance
Niche Accounting
Chart of Accounts Structuring
Industry-wise finance modeling
Periodic Adjustments & Closing.
Accruals & Prepayments.

Reconciliation & Closing

• Bank Reconciliation

• Credit Card Reconciliation

• Intercompany & Multi-Entity Reconciliations

• Vendor & Customer Account Reconciliations

• Inventory Reconciliation

• Month-End / Year-End Closing

Accounts Payable (AP)

•Vendor Bill Processing

• Approvals Metrics

• Expense Management

• Payment Processing & Scheduling

• Late Payment Penalties & Avoidance

• AP Reporting & Ageing analysis

Accounts Receivable (AR)

• Customer Invoicing.

• Payment Collections & Followups.

• Credit Control & Customer Credit Management.

• Refund Processing & Chargebacks.

• Point of Sales (POS) Reconciliation.

• AR Reporting & Ageing analysis.

Cash Flow & Working Capital

• Cash Flow Forecasting

• Cash Shortages & Liquidity Planning

• Debt & Loan Repayment Scheduling

• Overdraft & Credit Line Monitoring

• Cash Flow Management

Payroll Management

• Payroll Processing & Salary Disbursements (W2’s, W3)

• Employee Benefit & Deductions Management

• Multi-State Payroll Handling

• Payroll Tax Compliance & Late Payment Resolution

Compliance & Taxation

• Sales Tax Compliance & Filings.

• Payroll Tax Filings (940, 941).

• Business Tax Filing (1099, 1120, 1120s, 1065, 990).

• Income Tax Preparation (1040)

• IRS Notices Handling

• Penalty Abatement

• State & Federal Tax Compliance

Reporting & Financials

• P&L, Balance Sheet & Cash flows • Monthly & Annual FR

• Business Intelligence Financial

• Investments & Asset Management

• FP&A • Budgeting & Forecasting • Variance Analysis & Cost Control • Performance Metrics & KPI

• Financial Modeling

Advisory & Audit

• Audit-Ready Financial Package

• Fundraising & Investor Reporting

• Business Valuation & Due Diligence

• Mergers & Acquisitions Support

• Financial Health Assessments & Net Worth Analysis

• Internal Audit & Process Compliance

• Risk & Control Assessments • Fraud Detection & Forensic

WHO WE SERVE

Serving 50+ Industry Niches.
Businesses of all sizes, from startups and small companies to large enterprises. Explore tailored solutions for your industry or select ‘Other’ to adapt to your business needs.

E-COMMERCE

Scalable Financial & Back-Office Solutions for eCommerce Brands

Click Here

SaaS

Powering SaaS Growth with Smart Accounting Solutions

Click Here

SaaS

Powering SaaS Growth with Smart Accounting Solutions

Click Here

SaaS

Powering SaaS Growth with Smart Accounting Solutions

Click Here

SaaS

Powering SaaS Growth with Smart Accounting Solutions

Click Here

REAL ESTATE

Scalable Accounting & Back-Office Solutions for Real Estate Developers

Click Here

HEALTHCARE

Reliable Accounting & Back-Office Support for Healthcare Professionals

Click Here

MORTGAGE

Back-Office & Accounting Solutions for Mortgage Professionals

Click Here

OTHERS

Simplified Accounting, Tailored for Your Industry

Click Here

Case Studies

SE Healthcare is a medical billing company serving healthcare providers with revenue cycle
management solutions. After the owner experienced a health issue, the business faced operational
disruptions and declining performance. Without strong processes and organized cash flow
management, the company struggled to remain profitable and sustainable.

R*** Salon is a thriving boutique hair salon with $1,000,000 in annual revenue and two partners. Known for its luxury services and loyal clientele, the salon had grown rapidly but lacked streamlined financial processes. As the owners began preparing for a potential sale, they needed accurate partner accounts, more efficient operations, and transparent reporting to demonstrate the salon’s true value.

H Mortgage Group is a regional mortgage lender generating steady growth in a competitive market. With multiple loan officers and a busy pipeline, the company faced challenges in managing its accounting operations and ensuring compliance with complex tax rules. Staffing issues and lack of a reliable financial partner made it difficult for leadership to focus on growth and client service

ChatWUs is a fast-growing e commerce company providing integrated chat support solutions for businesses across multiple industries. Founded by a group of young entrepreneurs, the company experienced rapid success and profitability. When the time came for one partner to exit, the remaining partners needed accurate financial records and valuation services to structure the buyout. In addition, the sudden windfall raised important tax planning and wealth structuring considerations for the continuing partners.