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ENHANCED TECHNOLOGY SOLUTIONS

Client Accounting Advisory Services

We leverage automation and innovations through enhanced technology stacks to provide comprehensive back office solutions to our clients.

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CAAS Is More Than Outsourced Accounting

What do you think of when you hear the words client accounting and advisory services (CAAS)? Do you think payroll, bank reconciliations, or maybe 1099 reporting services? All of those are part of CAAS, but those services are just the beginning.

Over the past three to four years, CAAS practices have expanded from bookkeeping and financial statement prep to leveraging technology and processes to provide timely updates and deeper business insights. CAAS practices now deliver higher value and deepen the trusted advisor relationship.

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What We Offer

CLIENT ACCOUNTING ADVISORY SERVICES OVERVIEW

Our accounting advisory consultants evaluated and selected the best-in-class technology solutions within the middle market sector today. 

Our systems and tools enable us to provide greater operational and financial efficiencies, which allow us to deliver the next level of service to our clients. Our cloud-based platforms provide integrated solutions which help automate your process. For example, we use an accounts payable workflow to route, approve, and disburse invoices through an entirely electronic automated process. Solutions such as accounts payable workflow give greater transparency and efficiency to your business.

CLIENT ACCOUNTING ADVISORY SERVICES INSIGHTS

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How CFOs Can Combat Inflation's Supply Chain Squeeze

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Outsourcing on the March

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Teamwork Makes the CAAS Dream Work

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OUR PROFESSIONALS

MICHAEL POVEDA

Partner, UHY LLP
Managing Director, UHY Advisors
Albany, New York

MICHAEL POVEDA

Partner, UHY LLP
Managing Director, UHY Advisors

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RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

RONALD HICKMAN

Partner, UHY LLP
Managing Director, UHY Advisors

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HAROLD MOHN JR.

Mid-Atlantic Regional Managing Director, UHY Advisors
Columbia, Maryland

HAROLD MOHN JR.

Mid-Atlantic Regional Managing Director, UHY Advisors

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MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

MARK WELSH

Partner, UHY LLP
Managing Director, UHY Advisors

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CHRISTINA ANIBAL

Director, UHY Corporate Finance
Farmington Hills, Michigan

CHRISTINA ANIBAL

Director, UHY Corporate Finance

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DEREK GRAHAM

Principal, UHY LLP
Cadillac, Michigan

DEREK GRAHAM

Principal, UHY LLP

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ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors
Salisbury, Maryland

ROY GEISER

Partner, UHY LLP
Managing Director, UHY Advisors

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STEVEN WENDLING

Partner, UHY LLP
Managing Director, UHY Advisors
St. Louis, Missouri

STEVEN WENDLING

Partner, UHY LLP
Managing Director, UHY Advisors

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JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

JD GENESER

Partner, UHY LLP
Managing Director, UHY Advisors

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ZACH GATES

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

ZACH GATES

Partner, UHY LLP
Managing Director, UHY Advisors

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PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors
Des Moines, Iowa

PAUL JUFFER

Partner, UHY LLP
Managing Director, UHY Advisors

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ADDITIONAL CAPABILITIES

Audit & Assurance

Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.

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Tax

Tax laws can be complicated, but we understand them inside and out. Business or personal, our substantial industry experience and invaluable insights to empower you to take control of your taxes. Trust us to ensure you’ll never pay more than your fair share of taxes when you work with us.

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Consulting Services

Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.

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©2023 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.

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