Robert Casey, CPA   

Revenue Recognition Expert | Technology and SaaS Audit Specialist


Busy mature (50s) executive in action in office setting.

Who I work with

I provide audit, financial reporting and revenue recognition services to business owners and executives of technology and software-as-a-service (SaaS) companies, as well as companies that are navigating business combinations or have raised money. If you need an audit, assistance with recognizing revenue on a contract or help accounting for line items in a pending transaction, perhaps I can be of service.

My specialty

I have 20+ years of technical experience providing audit, ASC 606 compliance and ASC 606 revenue recognition advisory services for business combinations, capital raises and investment transactions. I have considerable expertise in audits, consolidated financial statements, foreign currency conversions, stock compensation and contract reviews. Clients count on my guidance and practical solutions to manage risk and save both time and money.


Results I have delivered

Like our tagline says, I am “Passionate for what’s next®,” which, for me, translates to a passion for helping my clients prepare and account for capital raises or the sale of their companies. I have personally reviewed 1,000+ contracts and supported clients through 200+ successful business combinations.

Unique things about me

I am a pickleball enthusiast. Have pickleball, paddle and net, will travel (safely, of course). And I earned my Bachelor of Science in Accounting from Bentley College.

Imae of 2 Pickleball paddles and a pickleball laying on pickleball court with net shadow.
High angle view of travel accessories on the blue/yellow background with copy space

When I am not at work

I enjoy traveling with my family and attending my kids’ swim and gymnastics meets.

People say I am


A responsive, technical expert and a natural problem solver.