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.
Every file checked by a senior accountant before it reaches you.
MERIDIAN CPA GROUP
Monthly Management Pack
Month ended May 2026 · prepared for Brightway Logistics, LLC
Profit & Loss
Revenue$482,600
Cost of sales($206,300)
Gross profit$276,300
Operating expenses($198,400)
Net income$77,900
Variance note: Net income up 11% MoM; gross margin held at 57% as freight costs eased. AR over 60 days down to $24k.
Delivered by the 5th business day · in your branding