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Client Accounting Advisory Services

Outsourced Accounting, Finance, and Advisory

Working with WilkinGuttenplan means working with a trusted advisor that truly understands your business priorities. By using our deep technical expertise and enhanced technologies, you will be able to reduce the time and costs associated with an in-house accounting and finance department. Through innovative cloud-based tools and real-time accounting, you will have access to your financial data from anywhere, on any device, allowing you to focus on your business operation and goals.

Our Approach

We feel it is important to have a deep understanding of your accounting data, processes, and technologies. Our team of professionals will meet with you and your team to learn and understand your accounting environment. We use this information to craft a customized service plan for your organization, helping you streamline, automate, and improve efficiency. You’ll be provided with timely financial data, allowing you to make real-time business decisions.

From transactional accounting (e.g., general ledger coding and bank reconciliations), business processing (e.g., accounts payable and bill payment), financial reporting, to Controller and CFO level services, GAAP compliance, and system implementations, we expertly manage your business’s operations.

Our Services

Through our various levels of services, we have the capabilities to be your full back-office accounting and finance department or supplement your existing team. You’ll also be provided with valuable insights to streamline your processes and analyze your financial data.

Our services include monthly recurring outsourced accounting and finance such as:

  • Day-to-day accounting and financial reporting
  • Virtual Controller services
  • Virtual CFO services

Core CAAS Services We Provide:

Software Selection and Implementation

Bank and Credit Card Reconciliations

Accounts Payable Processing

General Ledger Maintenance

Payroll Processing & Data Importing

Month End Close Procedures and Journal Entries

Preparation of Financial Statements

Customized Reporting

Employee Expense Tracking

Cash Management

Budgets, Forecasting, and Cash Flow Projections

Routine "Update" Calls

Compensation Consulting and Calculations

Internal Control Consulting

Audit Readiness Services

Business Consulting

Resource Planning

Technical Accounting Transaction Services

Historical Accounting Clean Up

Professional Relations, Bankers, Attorneys, and Payroll Reps


In the accounting and finance world, we understand the importance of predictability. Typically, our engagements are fixed fees based on the level of services requested. After meeting with you and understanding your operations, we’ll recommend various tiers of service designed to meet your specific needs and budget.  Whether you are a start-up or an established company ready to go public, our fees are communicated to you in advance. This gives you the transparency needed to run your operations.

Our Expertise

With our team, and through our participation in the BDO Alliance USA, you will have access to top specialists, deep technical expertise, and a global reach. We specialize in closely-held businesses, largely concentrated in the following areas:

Additionally, you will have access to our contacts in the legal, banking, and human resource fields.

Chris Frederick

Practice Leader

Juan Arana

Team Leader
View Our Frequently Asked Questions

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When you partner with us, WG will walk you through our simple three step process:

Systems Check

Our team meets with you to learn about your current accounting processes in detail. We will then use this information to craft a customized plan for your organization, illustrating how we can streamline, automate, and improve the efficiency of your accounting, freeing you up to focus on running your business.


Next, we ready our partnership by turning your plan into a reality. WG will take care of everything, from implementing new general ledger systems to integrating expense management applications, all while educating you on our modern cloud-based tools.

Cruising Turbulence Free

With our partnership off the ground your accounting system humming along smoothly, we can focus on what is ahead. We’ll work to continuously provide you with the data, insights, and advice you need to navigate your company’s future. Rest easy knowing that WG is always by your side.