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Our Services

At the CAS Group, we take pride in being your steadfast partner on the path to reaching your financial business goals. We are passionate about seeing our clients succeed.

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Fractional CFO
Fractional CFO services with a focus on helping grow the value of your business and improve its profitability.
Financial Business Intelligence
Custom dashboards that pull in data from across your organization for a complete overview of how your business is performing.
Compliance
Audit preparation, tax compliance and reporting, and insurance matters.
Financial Modeling & Forecasting
Financials models and forecasts for growth decisions, strategy review, business plans, and raising capital.
Startup Launch
Financial strategy and business plans, preparation of pitch materials for investors, and entity formation.
Software Migrations & Implementations
Oversight of financial / ERP system selection, migration and implementation.
Automation & Apps
Best in class automation and apps to complete tasks and processes better, faster, cheaper.
Human Resources & Infrastructure
Essential Accounting Controls, HR and payroll systems so you can scale from 1 to 100 employees.

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As a business owner, it's crucial to understand your cash flows and plan for the future. That's where we come in - we work with you to develop a customized plan that meets your specific needs. We'll help you identify areas for improvement and provide guidance on how to optimize your finances.

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In addition to financial planning, we also specialize in helping businesses obtain capital to sustain and continue their growth. We understand that securing funding can be a challenge, but with our assistance, we can help you navigate the process and achieve your goals.

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At the CAS Group, we take great pride in empowering our clients to make informed decisions about their finances. We believe in building long-term relationships with our clients and providing exceptional customer service. Let us help you take your business to the next level.

How We Work With Clients

Schedule An Initial Consultation. 
Where we learn about your specific needs.
Review and Accept Proposal.
For only the services you want and need.
Begin On-boarding and Services.
We aim to make an impact from day one.
Gain Financial Clarity and Strategically Plan for Growth.
We provide insight into how your business is performing and help plan and track targeted objectives.
Grow Your Business.
We provide the insights you need to propel significant and sustained growth. Our goal is to become your long-term trusted advisor.

Ready To Connect?

Schedule a Free Consultation.

Talk to an experienced accountant.  Not a generic sales person.

Candice Regan Fractional CFO Temecula

Please help us connect with you.

Reach Out Directly

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