Be a decision maker & data analyst.

Automate Your Financial Processes and Take Workflow to the Next Level

Your Challenges

Getting the most out of CaseWare

Financial Reporting is a Huge Hassle

Your Accounting System Needs Some Work

Your Finance Department Processes Could Operate More Smoothly

Need to Go Virtual & Paperless

Need Training & CPE

Our Solutions

We love helping finance departments thrive! Tap into our team of industry & product experts for your full service consulting, staffing, and financial report automation solutions. We’re committed to providing the guidance, tools, and services that foster lifelong success for your finance team.

Financial reporting solutions that streamline your processes and automate workflow.

Reduce repetitive, redundant manual workflows by automating certain accounting processes and get your CAFR, Budget Book, Controller's Report out now.

Super-power your spreadsheets with customized templates giving you accurate data you can use to make quicker, stronger decisions.

Our custom reporting solutions meet you where you're at today and plan for where you want your finance department to be. We'll create, install your custom template and train you on it, providing as little or as much support as you need.


We stay with you before, during, and after your audit to guide you, advocate for you, and automate your process​.

We are passionate about empowering finance teams to improve their audit experience by building them automation, accuracy, and independence.


During strenuous times or major upheavals like new hires, software changes, new GAAP/GASB pronouncements, you may need some help with your workload.

Delegate work that will get your projects accomplished and leverage off our experts to make custom solutions to improve your workflow.


Does Your Finance Workflow Need a Power-up?

Maybe you need help to streamline your processes, or are new to this and need some expert guidance from a government accounting consultant or trainer.

We'll take a look at your overall workflow and look for redundancies so we can automate the repetitive and create an effective workflow for your finance department.


Just need training and CPE?

We've got training for CaseWare Essentials, GASB/Budget Essentials, Tips & Tricks, and other topics.

Whether you need CPE, have new staff, or want to learn new best practices, we can help. All of our Implementation includes training as well. We don't believe in turning you loose without it.

We'll also put together custom event with content tailored to you and your team!


Your accounting system needs some work.

Behind on data entry, bank reconciliations, etc.? Want to streamline processes and automate but not sure where to start?

We'll analyze your processes to see what's working well and where you can make improvements. We'll also provide the right software solutions and custom automated reports to get and keep your finance department running at optimal performance.

And, if you just need someone to clean up the data and provide best practices moving forward, we can do that too.


Go virtual & paperless with customized software solutions.

Whether you have a current software that you need customized or are looking to implement a new solution, we'll assess where you are at now and where you want to go and select the right solutions for you.

We'll implement the software, train your team, and offer ongoing support so you're the master of the data.


Fully automate your audit preparation.

CaseWare's Audit and Reporting software enables full-automation of audit preparation, financial statement preparation, and financial reporting including CAFR, Component Units, Enterprise Funds and Special Purpose Districts.

CaseWare's power is enormous, and we can help you harness it.  We know the ins & outs of CaseWare and can help you utilize all of it's power for reports that make your job easier.

We offer: support, training, customization, product selection, SDK programming, automation, and updating/upgrading on all things CaseWare.


Expert services for finance, accounting, tech, and software.

We offer support along with our implementation as well as a stand-alone service for select solutions.

We also have a central 'Help Desk' that assists you with software/add-on selection, process customization, and training.

Transform Your Financial Reporting

Get Started

Industries We Work With



Private Businesses

Private Businesses

Accountant & Auditor Firms

Accountants & Firms

What Our Clients Are Saying About Us

“They really felt like part of our team, working with and for us."


“They have perfected their methodology. Ours is a large and complex installation, yet they handled it efficiently. They built all of the tables and the notes were prebuilt. Going forward we just need to update them. They even set up the table of contents for us, properly formatted and automatically updated.”

Success Stories

Vegas Enhances the effectiveness and credibility of their financial reporting

Take Control and Reduce Cost

By bringing their CAFR home, Mobile, AL saved time, money, and Gained Decision making insight

Complicated State Standards met with simplified methods

Port of Houston Powers Through CAFR Season

Cherished Beginnings: Letter from a Manager

Reduced CAFR production Time by 40%

Simultaneous Modernization : ERP + Financial Reporting

Meet Your Team

Absolute powerhouses and industry leaders for the GASB CaseWare template! Our team of accountants, auditors, programmers, trainers, project managers and financial reporting experts have been providing Custom Report Automation solutions since 2001.

Gail Gray, CPA, Partner

Matt Freitas, Project Manager

Ruan Strydom, Senior Programmer, CaseWare Specialist

Jordan Smith, Technical Support Analyst

Jaeson Freitas, Customer Success Specialist


Be a Decision Maker

Take Your Financial Reporting to the Next Level

Start Now

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