Client Advisory Services
Designing the future starts now with tailored advisory services.
We get to know you and understand your unique needs. Our Client Advisory Services (CAS) are flexible and designed to fit your specific situation. Whether you need financial guidance, day-to-day support, a strategic partner to grow with you, or operations support we’re here with customizable packages and a deep bench of expertise to help you define your strategy, design your finances, and align your operations.
DEFINE Your Strategy
Let’s define your organization’s mission, values, and goals together. Where are you now? Where do you want to be? How will you get there? We’ll help make sure every decision is focused on your strategic objectives. With regular check-ins and ongoing updates, we’ll keep things on track and support you every step of the way.
DESIGN YOUR FINANCES
We’ll help you build a financial plan that tells the story or your unique strategic plan. Covering everything from day-to-day accounting, financial reporting, tracking the right key performance indicators, budgeting, forecasting, to cash flow management. Plus, you’ll get training that helps your team feel confident in making informed decisions.
Feeling bogged down with daily accounting tasks? Let us handle it. We’ll take care of things like general ledger maintenance and managing your accounts, so you can focus on running your organization. And of course, we’ll ensure you stay compliant with accounting rules and regulations.
Align your finances
We bring it all together to ensure your operations support your strategic plan and evolves as your organization does. We’ll be right there to help you adjust and refine your plans with trainings such as succession planning, leadership development, coaching, waste management, and more. Need tech solutions that fit your growing team? We can customize everything from security upgrades to collaboration tools and SaaS platforms, making sure your IT supports your goals.
Services That Meet You Where You Are
You get more than accounting and advisory services; you get the entire Tanner brand behind you. Clients trust us because we’re more than just an accounting firm—we’re a strategic partner. We offer flexible, customizable packages to suit your unique needs, with the deep expertise to back it up. And with a range of pricing options, we can find the right solution that works for your budget.
We offer three levels of service to meet your specific needs:
- Basic Accounting Services:
Perfect if you’re looking to cover those basics. We’ll handle everyday accounting tasks—like general ledger upkeep, reconciliations, and compliance—so you can focus on running your organization without the stress of managing finances. Packages starting at $2,000 per month. - Advanced Accounting Services:
For those who want more than just accounting, they want to capitalize on it. In addition to all the basic package services you’ll receive a full month end close, GAAP compliance, dashboards, financial reports, advisory check-ins, and more, helping you stay on top of performance and make smart decisions. Packages starting at $3,000 per month. - Define, Design, and Align Advisory Services:
Ready to go beyond accounting and make the most of your organization? Then add the enhanced services right for. We combine everything from advanced accounting package plus strategic planning, deep financial analysis, forecasting, financial literacy training, operations consulting, and even IT solutions, ensuring you have the right tools and advice to maximize the impact of your operation. Packages starting at $4,000 per month.
Why Outsource with Tanner FAQs
Tanner has 21 partners and 270 employees. Leverage the expertise we have from working with the biggest names in Utah.
Tanner has a specialty nonprofit accounting practice that has been serving hundreds of clients with audits, tax work, strategic planning, accounting services, IT support, and more for over 30 years.
- Many organizations think we are too expensive until they experience the value add for themselves. We have a team of experts and can provide you value the way smaller firms or individuals can’t. We make sure our clients understand their financial statements, often for the first time, and can use them to make decisions. Because you pay for only the services and time you need, on average our advanced accounting package clients save more than $4,000 per month compared to hiring an in-house full-time staff accountant and controller. Jirav FP&A software is included our advanced accounting packages and provides you with dashboards, customized reporting, and the option to add on budgeting. A subscription to this software would cost $20,000 year.
We do what we do best, so that you can do what you do best. Consider the time it takes vs. opportunity cost to outsource so that you focus on your highest and best value.
A holistic, full-service advisory team means you make better decisions and get better financial statements which are necessary for better funding. We go beyond bookkeeping, we provide financial analysis and advice to grow, handle complex accounting, prevent errors down the road, and provide you the services to manage your organization most effectively.
Yes, we’ll work with your existing team to design services to fit your needs.
We think a “mess” is just a puzzle to be solved. Bring it all to us. Using our 4 step plan within a month we’ll have you on the right track and optimized usually within the first quarter.
If you’re not outsourcing you miss out on value of the network and resources Tanner has to offer, you leave value on the table, lose out on professionalism, and those opportunity cost. We help you build confidence in the marketplace. Finally, we handle all our employee salaries and benefits, so you pay one flat, dependable monthly rate with no HR concerns.
We believe financial reporting tells the story of your organization. However, if that story is in German, and you only speak English, it’s meaningless. We teach you just the accounting language you need to know and then we tell the story in your language. Never get reporting you don’t understand again. Not to mix metaphors, but by understanding the language we can help you solve the problem, not reiterate the list of symptoms you already knew you had.
Turnover can be high, especially at NPO’s. We have turnover rates below industry averages, and cross train all employees so on the rare occasion we have employee turnover, you never feel it. The average cost in the US to hire an employee is $4,700 with an average NPO turnover of 20%. Imagine never having this stress again?
We handle all of our employee training, including CPA certification requirements. We’re experienced experts. Save time, money, and stress not doing your own training. Also, we offer free trainings, events, and roundtables to our clients throughout the year.
- We are real, local people who pick up the phone when you call. We provide timely, accurate financial reporting and regular check-ins to meet your deadlines. Additionally, the industry average NPS score is 39. Tanner’s NPS score is 86.
Let’s Get Started!
Want to learn more? Reach out to Sitori Holbrook, Senior Manager – Client Advisory Services, at 801.924.5147 or sholbrook@tannerco.com. We’re excited to see how we can help.