Outsourced and Fractional CFO Advisory
At the CAS Group, we partner with Orange County companies to bring clarity to complex financial challenges. With over 25 years of experience, we provide the strategic insight your company needs to thrive — without the cost of a full-time CFO.
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Strategic Support
We go beyond compliance and reporting to provide forward-looking analysis: cash-flow modeling, scenario planning, KPI dashboards, and board-level presentations.
Operational & Team Building Support
CAS Group helps recruit and develop internal accounting teams, implement modern systems and streamline processes. Your finance function will thrive long after our engagement.
Why Orange County Businesses Partner with the CAS Group?
Risk Management &
Capital Protection
CAS Group specializes in stress-testing budgets, protecting cash reserves, and preparing for market volatility.
Financial Transparency
You need a clear view of your business’s financial health, and CAS Group provides accurate and timely financial statements and strategic planning.
Customizable,
Scalable Engagements
Whether you need an interim CFO during a transition, or ongoing fractional leadership, CAS Group adapts the scope to match your growth or restructuring needs.
HOW WE'RE DIFFERENT
At the CAS Group, we bring expert, practical financial leadership, aligning technology, automation, and process with your vision. And we do it by working closely with you, not behind a spreadsheet.
We prioritize synergy, education and collaboration among existing accounting teams, and integrate services and processes seamlessly.
We're lifelong learners, and we stay up-to-date with the latest cutting-edge technology, automation and ideas to help our clients save money and improve their processes.
We are steadfast in our values, resources and strengths, and we will not say “yes” when the answer is really “no”. We want to work with clients that we are in sync with, give them our full attention, and build lasting relationships.
We are advocates for our clients, and we act like a personal trainer for your business, we are always there to give you an extra push. We provide one-on-one consultations, personalized reports, and ongoing support every step of the way.
We continuously improve our skill-set to not only offer the latest and greatest services to our clients, but also maintain a competitive advantage over less agile accounting firms.
Our Promise to You
When you partner with the CAS Group you’ll experience peace of mind knowing that you have an executive-level advocate and partner that understands the unique needs and challenges of your industry and business. We prioritize building collaborative relationships with our clients. We take the time to assess your business, understand your goals, and provide accounting services as a seamless extension of your existing team. Many of our clients consider us a long-term trusted advisor, and we work hard to maintain relationships that extend for years. Let us help you grow the value of your business and improve profitability with our outsourced CFO services.
We offer month-to-month services so that if at any point you feel that we’re not delivering growth to your bottom line, you can walk away. Risk-free.
Ready To Connect?
Talk to an experienced accountant. Not a generic sales person.
