adding technology inc: Leading the Way in CAS

In the vibrant city of Ventura, CA, adding technology is making a significant impact in the Client Advisory Services (CAS) sector. Since its founding in 2001, this innovative firm has been recognized as one of Woodard’s Top 50 CAS Practices. Known for its dedication to technology integration and client empowerment, adding technology is setting new standards in the industry.

Core values that drive success 

adding technology thrives on values of meaningful work and connections. The team is united by a spirit of honesty, integrity, and transparency, which guides every client interaction. Natalie Browne, the founder, emphasizes the importance of positively impacting both clients and the community, ensuring that their success is shared with those around them. 

A team specializing in unique industries 

With a small but mighty team of four, adding technology specializes in serving general contractors and real estate investors. Their core services include bookkeeping and advisory, allowing them to address the specific challenges faced by these industries. By providing clarity and care, they deliver tailored solutions that empower clients to achieve their goals. 

Empowering client success stories 

A standout success story involves a construction company that approached adding technology with severely disorganized financials. The team worked tirelessly over a weekend to reorganize their books, enabling the company to secure a crucial bond and win the largest job in their history. This transformation highlights the firm’s dedication to swift, effective solutions that drive client success. 

Recognized for excellence 

adding technology achievements have been widely recognized. Founder and President, Natalie Browne, has earned multiple professional credentials, including AIPB certification and QuickBooks Advanced Certification. She has been named a QuickBooks Top 100 ProAdvisor seven times since 2015 and was honored as a Woodard Top 50 CAS Practice in 2025. Her commitment to empowering women entrepreneurs through Women’s Economic Ventures further underscores the firm’s leadership in the industry. 

Innovation and community at the core 

Innovation is at the heart of adding technology operations. By integrating technology and offering free training at contractor associations, they enhance efficiency and support industry growth. Their partnership with B1G1 allows them to make a global impact, ensuring that every client invoice contributes to charitable causes.  

Community engagement is equally important. By fostering a supportive environment and giving back locally, adding technology creates a sense of belonging and collaboration. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success. 

A bright future ahead 

adding technology continues to inspire with its blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering. Their advice to new CAS firms is insightful:  

“Be confident in yourself, in your work, and do not give into fear or imposter syndrome. If you have unique strengths or a strong interest in one area, consider niching!”   

“Establish strong internal workflows and SOPs early on. Client relationships should always be rooted in honesty, transparency, and integrity. Above all, be yourself and aim to work with clients who share similar values.”  

For more information about adding technology and their services, visit their website at addingtechnology.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was written with the assistance of AI and edited by a human.