Client Advisory Services (CAS)
Innovative Strategies for Achieving Your Goals
Transition your financial landscape, enhance operational efficiency, and elevate your financial acumen to give your business a competitive edge.
Tailored Financial Solutions for Your Needs
Dedicated professionals work collaboratively with businesses to streamline processes, provide insights that drive growth, and improve operational efficiency. We leverage deep industry knowledge and innovative strategies to achieve a client’s financial objectives.
Partner with us to experience personalized consulting grounded in a strong foundation of accounting excellence. From enhancing operational efficiency to navigating complex regulatory requirements, we are dedicated to delivering exceptional service and support that drives success.
Expand All
Achieve your financial goals with our expert support
Enjoy a suite of services aimed at optimizing the health of your business through improved oversight, analysis, and efficiency.
Client Advisory Services Business Unit Leader
Meet Nicole Roudiez
CPA
Being raised in Annapolis with a love of numbers made a financial career an easy choice. Nicole is the firm’s CFO and business unit leader for Client Advisory Services.
Expand All
KPI Analysis & Performance Advisory
Optimize your business strategies through targeted analysis of the key performance metrics that drive success.
Financial Dashboards & Forecasting
Visualize financial trends and forecast future performance accurately leading to informed business decisions that drive strategic growth.
Financial Planning and Analysis
Delve into detailed evaluations that provide forward-looking assessments and insights to support actionable plans that achieve your goals.
Payroll & 401(k) Benefit Integration
Optimize payroll processing operations and employee retirement benefits management with our efficient solutions.
Comprehensive Accounting Services
Maintain your financial stability and compliance with our end-to-end financial management solutions that support your operations.
Fractional CFO Services
Access expert financial leadership without the full-time commitment to navigate day-to-day decisions and complex financial challenges.
Accounting Technology Integration and Automation
Leverage cutting-edge technology, integrate advanced financial tools, and automate accounting processes to improve workflows.
Virtual Controller
Utilize remote financial oversight and management to ensure accounting processes and operations are accurate, efficient, and compliant.
Financial Process Automation
Enhance efficiency by implementing technology-driven automation to streamline, simplify, and optimize your accounting operations.
Client Advisory Services Business Unit Leader
Meet Nicole Roudiez
CPA
Being raised in Annapolis with a love of numbers made a financial career an easy choice. Nicole is the firm’s CFO and business unit leader for Client Advisory Services.
Why HeimLantz
Strategic Finance for Smarter Business Growth
Strategic guidance from vision to value.
Enhanced Decision-Making
Gain data-driven insight to make better informed business decisions.
Cost Savings
Optimize accounting operations through fractional services, automation, and integration.
Strategic Growth
Capitalize on high-level financial guidance to drive business expansion and success.
Tech Improvements
Stay ahead with the latest automated solutions to enhance productivity.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
Client Advisory Services FAQs
What is the advantage of using Financial Dashboards & Forecasting?
These tools provide clear insight and real-time data visualization to support strategic planning and informed decision-making.
How do these services support business growth?
Detailed analyses empower businesses to make strategic decisions through detailed financial evaluations and forward-looking insights, helping you identify and achieve your financial objectives.
What makes your Comprehensive Accounting Services unique?
We offer top-to-bottom financial management solutions covering all aspects of accounting to ensure your business needs are met at every level.
How can your Virtual Controller or Fractional CFO services benefit a small business?
Small businesses can receive the same level of expert financial oversight and guidance as larger companies through this cost-effective arrangement.
How do you measure the success of your financial consulting services?
We use performance indicators, client feedback, and the achievement of your financial goals to ensure our services are delivering tangible results.
Get Started
In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.
Locally Invested