Client Accounting & Advisory Services

Accounting and advisory solutions built for your business

As a business leader, you rely on accurate and timely financial information to make strategic decisions. Yet many organizations face gaps in their finance function—whether from understaffed teams, outdated processes, or investor demands.

HoganTaylor’s Client Accounting & Advisory Services team is here to bridge those gaps. From day-to-day accounting to CFO-level strategic support, we tailor solutions to your needs—delivering both reliable numbers and the confidence to act on them.

Rely on our client accounting and advisory services to solve your biggest challenges and move forward with confidence.

Consolidations

Preparation of Audit Readiness

Account Reconciliations

Personal Property Tax

Budgeting

Cashflow Forecasting

Fractional Controller Services

Fractional CFO Services

Cash to Accrual Conversion

Bookkeeping

Payroll/Payroll Tax Filings

Asset Recordkeeping

Quickbooks Training and Support

Investment Tracking

Digital Transformation

Financial Planning and Analysis

Financial Statement Preparation

Financial Statement of Compilation

Accounts Receivable

Accounts Payable

Coordination of Tax Return Preparation

Sales and Use Tax

Process Review

Process Improvement

Monthly Financial Statement Close

"HoganTaylor really gets to know their clients"

“HoganTaylor specializes in knowing who their clients are. They know the Urban League. They have made themselves a part of the Urban League family. I always talk about how fortunate we are to have HoganTaylor in our back office. The confidence that they have given our organization and our accounting department has been invaluable."

—Valerie Thompson, PhD, President & CEO
Urban League of Greater Oklahoma City, Inc.

"We take the time to understand your business and your goals."

"For business leaders facing the challenges of growth, it's essential to have accurate financial insights and strong advisors by your side. The CAAS team at HoganTaylor helps you navigate issues like cash flow, profitability, and scaling systems with confidence. With the right people, processes, and experience, we anticipate problems before they begin and provide the clarity you need to make sound business decisions."

— Aaron Ackerman, CPA, CGMA
Lead Client Accounting & Advisory Services Partner

Bio & Contact Info

Let’s work together.

Talk to a HoganTaylor Expert

Have a conversation with our experienced advisors. We listen, get to know you, your company, and your goals.

We Take Your Business to Heart

We find out what’s important to you and make it important to us. Our team creates a customized plan and together we refine it to ensure success.

Move Forward with Confidence

Now, you can rely on expert advisors who help you solve your biggest challenges.

Client Accounting & Advisory Services

Turn growth challenges into opportunities with clear numbers and trusted advisors by your side.