SAOS team folds naturally into Armanino’s robust outsourced accounting team, deepening expertise in nonprofit and family office services

Armanino, one of the 20 largest independent accounting and business consulting firms in the U.S., is proud to announce the addition of the team from Strategic Accounting Outsourced Solutions (“SAOS”), a specialized outsourced accounting firm. This combination strengthens Armanino’s position as a leader in delivering tech-driven outsourced finance and accounting solutions.

Recognized on the Inc 5000 fastest-growing firms list for three consecutive years, SAOS brings a focused approach to outsourced accounting, combining deep expertise, a strong technology foundation, and a transparent, relationship-first model. Beyond its rapid growth, SAOS is known for its commitment to long-term client success, operational excellence, and forward-thinking strategy tailored to each client’s current and future needs.

“SAOS is a values-driven team with a passion for strategic client support in outsourced accounting and advice,” said Matt Armanino, CEO of Armanino Advisory LLC. “Their people, specialized expertise, and strong service culture align perfectly with ours, and together we’ll deliver even greater impact for our clients. The need for outsourced services, especially in complex areas of finance, payroll, human resources, tax, fund administration and nonprofit strategic development outsourcing, is only growing, and this combination allows us to expand our outsourced finance offerings and scale faster to meet this major need.”

SAOS enhances Armanino’s outsourced capabilities with additional depth specifically in the nonprofit and family office sectors, core client bases for SAOS and Armanino. In addition, SAOS and its clients will benefit from the full breadth of Armanino’s services including specific solutions such as reporting automation and deeper consulting support. Armanino’s focus on innovation and AI will also serve as a cross benefit, allowing SAOS to leverage additional platforms that enhance reporting capabilities for clients and robotic processing automation tools to deliver efficiency, clarity, and actionable insights.

“For us, this was all about alignment of values, culture, and long-term vision,” said Kim Discenza founder and CEO of SAOS. “Armanino has always stood out for its client-centric philosophy and forward-thinking mindset, which sets them apart from other large accounting and consulting firms. But what truly matters is that their culture reflects our own: one that prioritizes people, fosters a strong sense of belonging, and empowers employees as the foundation of long-term success. We share a commitment to integrity, innovation, and delivering exceptional value to our clients. This partnership represents an exciting step forward for our employees and clients, and we’re proud to be joining forces with people who see the future the way we do.”

“Armanino and SAOS recognize the future of the profession is in high-touch turnkey solutions like outsourced accounting that are responsive to what clients need in today’s business environment,” said Allan Koltin, CEO at Koltin Consulting Group, who advised both firms on the combination. “Both firms share a commitment to growth grounded in client success and creating solutions designed to solve mission critical challenges, making for a strong cultural alignment and an easy decision to come together.”

Clients of SAOS will continue to enjoy the trusted relationships and personalized service they have come to expect, now enhanced by Armanino’s expansive resources, multidisciplinary expertise, and national scale.

“Armanino offers the infrastructure we were seeking to scale and enhance the great work we’re doing for clients,” said Brittany Russell, partner at SAOS. “Paired with strong cultural alignment, this partnership will enable us to accelerate our vision of becoming industry leaders in serving family office and nonprofit clients.”

This move is part of Armanino’s broader strategy to identify high-performing teams across the country and integrate specialized talent into its practice.

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About Armanino

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

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