R Accounting Group: Leading the Charge in CAS

In the vibrant city of Louisville, KY, R Accounting Group is making a significant impact in the Client Advisory Services (CAS) sector. Since its founding in 2015, this innovative firm has quickly risen to prominence, earning recognition as one of Woodard's Top 50 CAS Practices. Known for its strategic approach and commitment to client success, R Accounting Group is setting new standards in the industry.

Core values that drive success 

R Accounting Group is built on a foundation of quality, trust, and the Readiness Mindset. These core values guide every client interaction, ensuring that financial operations and future plans align seamlessly. Sheri Radler, the founder of the firm, emphasizes the importance of delivering work they are proud to stand behind, fostering long-term relationships where clients know they have a partner in their corner. 

A dedicated team with a personal touch 

With a team of three full-time and four part-time professionals, R Accounting Group focuses on serving established, growth-minded businesses. Their core services include controllership, FP&A, and back-office processing, providing a solid foundation with monthly accounting, payroll, and bill pay. This team’s dedication to strategic advisory ensures that clients are prepared for whatever comes next. 

Transforming client success stories 

One of R Accounting Group’s most rewarding engagements involved a long-term client who recently completed a major merger. At the start of the relationship, the client faced significant uncertainty, including concerns around long-term viability. Through years of collaboration, the firm worked alongside the client’s leadership to strengthen financial processes, improve operations, and support strategic growth. Revenue grew from $2 million to $12 million, ultimately enabling a merger with a similarly sized company to form a $20+ million organization. The client’s openness to change and commitment to continuous improvement made the transformation possible. For R Accounting Group, it was a full-circle moment, helping a client realize their vision and step confidently into a new chapter. 

Recognized for excellence 

This past year marked major milestones for R Accounting Group. The firm was named a Woodard Top 50 CAS Practice for the second consecutive year, a testament to its continued impact in the CAS space. The team also celebrated individual achievements, including Nikki’s recognition as a Top Up-and-Coming ProAdvisor and founder Sheri Radler’s inclusion in the Top 100 ProAdvisors. Sheri also completed her term on the Intuit Partner Council, was named one of Louisville’s Top 20 People to Know in Accounting, and earned her CEPA designation, adding new depth to the firm’s Readiness Mindset approach. 

At the same time, the firm refined its client roster, expanded controllership services, and deepened its tech stack to increase efficiency without sacrificing its personalized service. A standout achievement included helping a long-term client become fully deal ready, guiding them through due diligence, and continuing the relationship into the next chapter of their business. 

Innovation and community at the core 

Innovation is at the heart of R Accounting Group’s operations. By deepening their tech stack and expanding controllership services, they enhance efficiency without losing the personal touch. Their forward-thinking approach ensures they remain at the cutting edge of the industry.  

Community engagement is equally important. By supporting each other as a team and fostering collaboration and continuous improvement, R Accounting Group creates an environment that benefits both clients and employees. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success. 

A bright future ahead 

R Accounting Group continues to inspire with its unique 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 steadfast. Their advice to new CAS firms is clear:

"Start with a clear picture of what you can do and what you’re willing to do—and know they don’t have to be the same. Just because you can doesn’t mean you should (or have to). Once you’ve defined who you want to serve, build your services around that. It’s tempting to take every client that comes your way, but the right fit matters more than volume. Standardize where you can, protect your team’s capacity, and remember—you’re not just delivering numbers, you’re guiding decisions that shape your client’s future."

For more information about R Accounting Group and their services, visit their website at raccountinggroup.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 generated by AI and reviewed and edited by a human.