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Client Accounting Advisory Services

Are you feeling overwhelmed by the financial aspects of your business? Caramel Advisors is here to help! Our professional accounting advisory services provide you with tailored advice to help you stay on top of your business finances. We use our expertise and experience to help you make the best decisions for your business. With our services, you can improve the accuracy of your financial records, identify areas for cost savings, and gain insights into your business performance. We offer a wide range of services, including financial analysis, budgeting, and forecasting, to help you manage your finances more effectively. So, don’t hesitate to get in touch with us today to start working towards your business success.

In today’s competitive world, businesses need to have optimal utilization of their accounting and finance functions and align them with their goals to expand. It is very important to consider improving cash flow, optimizing costs, and maximizing efficiency.

  • Caramel Advisors CAS group has vast experience of assisting clients who are operating in a remote work environment. It provides services geared toward managing your accounting and finance responsibilities and improving your company’s performance and bottom line
  • CAS offers an experienced accounting and advisory firm managed by a team with diverse experience in different industries. By leveraging technology, we use critical business data to partner with you and help you make the best-informed decisions for your organization.
  • Caramel Advisors’ expertise encompasses a wide range of industries, including consumer products, technology, manufacturing and distribution, life sciences, real estate, construction and architecture and engineering.

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Many organizations have found that outsourcing their accounting and finance functions adds efficiency and allows management to better focus on growth, operations, and strategic initiatives. 


Management is also relieved of employee turnover, onboarding, training, PTO related costs and other overhead, resulting in cost savings and an improved bottom line. 


CAS services are especially effective for organizations that find hiring and training trustworthy accountants as time consuming, costly, and challenging.

Additional Benefits May Include

  • Access to our team
    Our experienced team of financial executives and industry experts is always available to you, to provide a range of services and bridge the gaps in your accounting
  • Seamless integration with your team
    Working with your existing leadership and staff, the accessibility and scalability we provide creates a smooth process as your organization changes
  • Scalability of resources and workforce
    Whether you need accounting or CFO-level advice, we can provide the appropriate resources and expertise at the right time. If the size and scale of your organization change, we can immediately adapt our services to all of your needs
  • Best practices
    Implementation of best practices as they relate to reducing redundancy, improving statutory compliance, technology and industry challenges. This also enables us to provide you with more accurate and timely reporting and the ability to make real-time adjustments to your organization.

Accounting Services Include

  • Bookkeeping 
  • Virtual CFO
  • Cash flow projections 
  • Financial Planning and Analysis
  • Financial reporting
  • Cash management and reconciliation 
  • Payroll and benefit administration 
  • Audit readiness preparation and assistance 
  • Industry-specific analysis and benchmarking 
  • Recommendations for business improvements
  • Budgeting – design, tracking and comparison 
  • Developing performance summaries including KPIs and dashboards 
  • Bill payment services (bank and credit cards) – including expense tracking and expense allocation
  • Preparation for Mergers & Acquisitions