White-Label CAS for US CPA Firms

The production team behind your firm’s CAS — under your brand, by the 5th.

Advisory Monks is the white-label engine for US CPA firms scaling Client Advisory Services. We run the monthly close and build the management pack in your software; every file is checked by a senior accountant before it reaches you. You review, brand it, present — your client never sees us.

Book a 20-minute fit call → See what you get

Every file checked by a senior accountant before it reaches you.

What You Get

What you get, every month

A named, dated deliverable — not a vague promise of “insights.”

The monthly management pack

A review-ready management pack — P&L, balance sheet, cash flow, a KPI summary, and short variance notes — delivered by the 5th business day, every month, formatted in your firm’s template and branding. Plus the underlying monthly close, bookkeeping, payroll, sales tax, and tax-filing prep behind it.

Month-End Close

A disciplined close with workpapers and tie-outs your reviewer can trust — the foundation under the pack.

Monthly Bookkeeping

Categorized books and bank reconciliations every month, kept current in your software.

Payroll

End-to-end payroll processing, withholdings, and year-end forms.

Multi-State Sales Tax

Registration, calculation, and filing across the states your clients sell in.

Tax-Filing Prep

Federal and state return prep — Forms 1120, 1120-S, 1065, and 1040 — ready for your firm’s review and signature.

How it Works

Three steps, fully white-label

1

You hand off

You give us the client books in your software — QuickBooks, Xero, or whatever you run. No flat-file handoffs.

2

We produce & QC

We run the close and build the pack; a senior reviewer QCs every deliverable before it ships to you.

3

You present

You review, apply your brand, and present to your client. They never see us — the relationship stays entirely yours.

Why Firms Choose Us

Proof, not adjectives

A named SLA

Your management pack by the 5th business day, every month — on a schedule you can promise your client — a date, not a vague promise.

Your brand + senior review

Every file passes a senior accountant’s QC before it ships to you — nothing partner-level slips through, and your client only ever sees your name.

In your stack

We work inside QuickBooks, Xero, and your existing tools — no flat-file handoffs, no rip-and-replace.

Capacity that flexes

Scale up for season and down after — variable capacity at meaningfully less than a US hire.

Named accountability

Led by Shamik Ukil, CA — you always know who’s behind the work, with encrypted file exchange and strict access controls on every engagement.

Start Small

Test fit on a few clients. Scale when you’re ready.

Most firms start with a small pilot block of clients to test fit, then scale into full monthly CAS. No volume commitment — you add clients as the relationship earns it.

Book a 20-minute fit call →
Direct Engagements

Not a CPA firm?

We also work directly with foreign-owned US subsidiaries and growing US businesses that need the books, the monthly close, and tax handled — the same production quality, working directly with you.

Explore services for businesses →
Foreign-owned US C-Corps
FBAR · 5472 · DE/CA compliance
Startups & SMBs
Books · close · reporting
Founders abroad
US entity setup & filings
Start the Conversation

Book a fit call, or send a note

Tell us your firm and what you’re scaling. We reply within one business day.

Prefer to talk? Book a 20-minute fit call.

Let’s run your CAS production.

Book a 20-minute fit call. We’ll map your client books, software, and turnaround — and start with a small pilot block, no volume commitment.

Book a 20-minute fit call → 20 minutes · No commitment · NDA on request