Client Accounting & Advisory Services (CAAS)

Making good decisions for your business begins with having solid financial information. Client Accounting & Advisory Services (CAAS) offers an array of services to help you make informed, purposeful decisions with real-time, accurate information. Our staff are dedicated professionals committed to providing services designed to streamline your accounting processes, while improving internal controls to provide greater asset protection.

We can reconfigure your accounting tasks and department through software enhancements, the latest technology, and the right mix of accounting services. We leverage technology to automate many of the back-office functions that require staff and manual transactions. We deliver solutions that not only save money, but also create tighter controls to better protect you. CAAS can serve as a supplement to your internal bookkeeping processes or as a complete outsourced alternative. We offer three different plans at a fixed monthly cost specifically tailored to your needs.

Tax time is stress free because your business financials are current and there are not any surprises.

Reduce your administrative overhead while leveraging Client Accounting & Advisory Services (CAAS). Some of our solutions include:

Cloud Accounting Software Implementation

Software Setup and Training

Bookkeeping and Management Reports

Sales Tax Return Preparation

Payroll Processing including 1099 preparation

Accounts Payable Processing

Employee Compensation

Fixed Asset Consulting

Cash flow Budgeting and Forecasting

Establishing Key Performance Indicators (KPIs) and Comparing To Industry Standards

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