The Executive Geek: A Leader in CAS

Based in Batavia, IL, The Executive Geek is transforming the Client Advisory Services (CAS) space for nonprofits across the globe. Founded in 2021, this innovative firm has quickly risen to prominence, earning recognition as one of the Top 50 CAS Practices. Known for its dedication to nonprofits and commitment to integrity, The Executive Geek is setting new standards in the industry.

Core values that drive success 

The Executive Geek thrives on three core values: integrity, continual improvement, and a growth mindset. These principles guide every client interaction, ensuring that nonprofits receive not only financial clarity but also the support needed for strategic development. Heather S. Kwitschau, the founder, emphasizes the importance of responsible action and dedication to client growth. 

A passionate team with a unique focus 

With a team of one full-time and three part-time professionals, The Executive Geek specializes in serving nonprofit organizations. Their core services include bookkeeping, controllership, and budgeting and forecasting. By focusing on operational impacts and connecting clients with trusted specialists, they provide tailored solutions that empower nonprofits to achieve their missions. 

Empowering client success stories 

A standout success story for The Executive Geek involves a nonprofit client who had previously partnered with a large CPA firm. While the firm delivered standard accounting services, the client lacked a personalized, big-picture approach — especially when it came to integrating the various financial and operational tools they were using. As a result, their records were inconsistent, and some work was being duplicated across systems.

The Executive Geek stepped in to take a more holistic view. By designing integrated workflows, aligning processes across platforms, and providing hands-on education around financial practices, the team helped the organization streamline operations, reduce redundancy, and increase accuracy. The result? Greater confidence in financial reporting and significant time savings for the internal team.

Their next project with this client involves overhauling the expense management system to ensure real-time tracking and audit-ready documentation — a proactive step toward sustainable compliance and transparency.

Recognized for excellence 

The Executive Geek's achievements have been widely recognized. The firm has earned recognition as a Woodard Top 50 CAS Practice award winner in 2025 and has received accolades as one of Insightful Accountant’s Top 25 Up-N-Coming ProAdvisors in 2024 and 2025. Additionally, they are a Certified National Women's Business Enterprise (WBE) and a Certified Woman Owned Small Business (WOSB). 

Innovation and community at the core 

Innovation is at the heart of The Executive Geek’s operations. By collaborating with technology teams and ensuring tools are optimized for efficiency, they deliver exceptional value to clients. Their forward-thinking approach keeps them at the cutting edge of the industry.  

Just as important is their commitment to community. The firm fosters a collaborative environment, connecting clients with a network of trusted experts in tax, legal, and HR. This community-first mindset builds trust, strengthens results, and supports the shared mission of creating meaningful impact.

A bright future ahead 

Looking ahead, The Executive Geek remains focused on empowering clients and strengthening the nonprofit sector through innovation, financial clarity, and mission-driven service. Their advice to new CAS firms? “Document your process and follow it consistently every month!”  

For more information about The Executive Geek and their services, visit their website at theexecutivegeek.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.