
Client Advisory Services
Client Advisory Services with outsourced CFO and controller advisory to help your business plan, forecast, and grow.
Running a business is about more than keeping the books balanced — it’s about making confident decisions that move you closer to your goals. Our Client Advisory Services team partners with small and mid-sized businesses to go beyond bookkeeping and deliver the financial clarity and insight you need to succeed.
With CPAs and experienced controllers at your side, you’ll gain strategic support through budgeting, forecasting, financial reporting, and outsourced CFO and controller advisory. We bring not just the numbers, but the perspective to help you anticipate challenges and seize opportunities.
We also advise on accounting system setup, provide staff training, and support audit and review preparation, giving your business the solid foundation it needs to grow. Our team helps you navigate state and local tax compliance — including DC BRA, sales, and BPOL taxes — while streamlining tax and audit processes to save you time and minimize costs.
And when you need it, we provide managed accounting support — bookkeeping and payroll services that keep your financial records accurate and dependable.
At Lanigan Ryan, Client Advisory Services mean more than accounting. They mean a trusted partner, invested in your long-term success, growth, and peace of mind.
Our client advisory services include:
- Accounting system setup & staff training
- Audit & review preparation & support
- Board & owner presentations
- Budgeting & forecasting
- Financial planning & analysis
- Financial reporting
- Managed accounting support (bookkeeping & payroll)
- Outsourced CFO & controller advisory
- State & local tax compliance
- Strategic consulting
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