# White-Label CAS for CPA Firms | Advisory Monks

> White-label CAS production for US CPA firms: month-end close and a management pack, under your brand, senior-reviewed before delivery. Book a fit call.

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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.
MERIDIAN CPA GROUP
SAMPLE
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
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

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

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

### 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.
Name
Firm
Work email
Message
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Send →
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

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Advisory Monks Consulting — white-label CAS production for US CPA firms, plus bookkeeping, payroll and US tax filings for businesses.
Contact: info@advisorymonks.io