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FOR BOUTIQUE LAW FIRMS

The expertise your firm needs. None of the overhead.

  • Fractional CFO and accounting advisory for professional services firms — a coordinated staff accountant, controller, and CFO team under one engagement, embedded in as little as three weeks.
CAAS By the Numbers

THE PROBLEM

A finance gap that compounds the longer it stays open.

  • The average time to hire a finance role is 60–90 days, leaving firms without adequate financial oversight for the entire search and onboarding window. Most are making decisions without clear numbers, falling behind on compliance, and losing the tax strategy advantages that come from proactive planning. There is a better way.

Decisions without clear numbers

Pricing, staffing, and growth choices get made on instinct because the reporting that should inform them isn't there — or isn't current.

Compliance slipping behind

Close drags, audit readiness lapses, and filings become fire drills when no one owns the finance function end to end.

Tax strategy left on the table

The savings that come from proactive, year-round planning evaporate when finance is reactive and stretched thin.

One hire can't cover it all

A single controller or accountant can't carry bookkeeping, reporting, forecasting, and CFO-level strategy at once.

OUR APPROACH

One engagement. Every seat filled.

Most firms try to solve their finance gap with a single hire. We deliver a coordinated team — staff accountant, controller, and CFO advisory — under one engagement. You fill every seat on an as-needed basis, without the salary load, the search, or the cap on what one person can carry.

WHAT YOU GET

One CRR engagement covers what three separate hires would.

CAAS Engagement Table

WHAT YOU CAN EXPECT

Senior finance leadership, working in your business.

Clear numbers, every month

Timely close and monthly financial reporting so pricing, staffing, and growth decisions are backed by current data.

Cash flow under control

Active cash flow management and forecasting so you know what's coming in and what's at risk — ahead of time.

Compliance & audit ready

Books kept audit-ready year-round by professionals who handle compliance every day — not as an afterthought.

Proactive tax strategy

ear-round planning that captures the tax advantages reactive, stretched-thin finance functions leave on the table.

Scales with your firm

Coverage flexes up and down across staff, controller, and CFO work as your needs change — no rehiring required.

One coordinated team

Bookkeeping, reporting, compliance, and CFO advisory delivered by a single team that already works together.

HOW AN ENGAGEMENT BEGiNS

A clear path from first call to fully embedded

CAAS path to engagement timeline

CASE IN POINT

A 60-attorney firm hired a senior controller last year. Month-end closed on time and the books were clean - but forecasting, multi-state tax strategy, and partner-level reporting never made it onto his plate. Eighteen months in, they brought CRR Advisors in to fill the rest of the seats. Today the controller still owns the close; CRR Advisors owns everything above it.

ABOUT CRR ADVISORS

Built for professional services firms.

CRR Advisors is a Bridgepoint Alliance firm, focused on delivering the finance function that growing professional services organizations need — without the overhead of building it in-house.

We combine full-service accounting, compliance infrastructure, and CFO-level advisory into a single engagement — so the decisions that shape your firm are backed by real financial intelligence, not estimates and guesswork.

Our team includes CPAs and advisors who fill every seat from staff accountant to fractional CFO, scaling coverage to your firm's size and stage.

CAAS About CRR Advisors 4 square graphic

Let's discuss your firm's finance gap.

 

Kara Yeater
CAAS Manager, CRR Advisors

kara.yeater@crradvisors.com
781.279.7788