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Advisory

Client Advisory Services

We know that your business is not just your business - it's your life's work.

Voluntary Disclosure

Leveraging digital and cloud-based platforms, our suite of CAS services seamlessly manages your back-office accounting operations, freeing management to focus on operational, strategic, and growth objectives. Our entry-level service offerings include bill payment, invoicing, comprehensive bookkeeping, and the preparation of complete and accurate financial statements.

Our CFO level offerings include white-glove consulting services, provided monthly or quarterly. A CAS strategic advisor meets with management to review and interpret financial data as it relates to the company’s goals, integrating with management to assist with setting and implementing business goals, strategic planning, and decision-making, all aimed at achieving growth and maximizing profitability.

CAS services will improve your organization’s scalability, cost-efficiency, data accuracy, and ability to focus on core business operations, while delegating accounting functions to our experienced accounting professionals.

CAS Service Offerings
Marc Gelbtuch, CPA, CFF

Marc Gelbtuch, CPA, CFF

Partner
718.975.5363 mgelb@rothcocpa.com

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