Miriam Kaplan, MBA, CPA

About

Miriam is a Partner and CAS Practice Leader, specializing in outsourced accounting and financial services. She works closely with clients to provide strategic financial guidance, helping organizations optimize their financial operations and achieve long-term business goals.

Her expertise includes financial management and reporting, cash flow management and optimization, technology and process improvement, and support for mergers and acquisitions (M&A) transactions. Miriam’s approach focuses on identifying and addressing each client’s unique financial needs, collaborating with the Advisory Services team to deliver clear, actionable, and transparent financial insights. She is committed to leveraging financial reporting as a tool for improving decision-making and operational efficiency. By evaluating key financial metrics such as liquidity, solvency, profitability, and operating performance, she ensures that clients have a comprehensive understanding of their financial health and are positioned for sustainable growth.

Industry Focus

• E-commerce & Retail
• Family Offices & High-Net-Worth Individuals
• Manufacturing & Distribution
• Nonprofit Organizations
• Professional Services
• Real Estate & Property Management

Practice Focus

• Business Advisory
•  Financial Planning & Analysis (FP&A)
• Mergers, Acquisitions & Business Transactions
• Outsourced Accounting & Financial Management
• Technology & Process Automation

Professional & Civic Affiliations

• Member – American Institute of Certified Public Accountants
• Member – California Society of Certified Public Accountants

Education

Touro College
Bachelor of Science, Business Administration

Touro University
Master of Business Administration (MBA)