Client accounting services, or “CAS”, refers to a variety of services that our team can provide to your business. We understand that managing your business’s financial records and ensuring compliance with complex accounting regulations can be a daunting task. That’s why we offer comprehensive services to help you streamline your financial processes and make informed decisions for the success of your business.

Our team of highly skilled and experienced CPA’s, EA’s, Bookkeepers, and QuickBooks ProAdvisor’s are dedicated to providing you with accurate, reliable, and timely accounting solutions tailored to meet your specific needs. Whether you are a small business owner, a new business starting up, or a large company, we have the expertise and resources to support you at every step of your financial journey.

Our client accounting services include:

  • Bookkeeping and Financial Statement Preparation:
    • We handle all aspects of bookkeeping, including recording financial transactions, reconciling accounts, and maintaining accurate records.
    • Our team can also prepare financial statements that give you a clear understanding of your business’s financial health and performance.
  • Payroll Services:
    • We offer efficient and accurate payroll processing, ensuring timely payment of your employees while adhering to all payroll tax regulations.
    • Our team handles any related payroll tax filings.
    • Depending on the size and complexity of the payroll, we also work with outside companies to process payroll and any other related payroll filings.
  • Accounts Payable and Receivable Management:
    • We manage your accounts payable, including vendor payments, check writing, and invoice processing.
    • Our team also helps optimize your accounts receivable processes to improve cash flow and reduce outstanding payments.
  • Financial Analysis and Reporting:
    • We provide in-depth financial analysis and reporting, helping you make data-driven decisions about your business.
    • Our analysis offers valuable insights into your financial data, enabling you to maximize profitability and minimize risk.
    • We also provide meetings with our team to go through this analysis and reporting and help answer any questions that you have.
  • Tax Planning and Compliance:
    • We assist you in tax planning strategies to minimize your tax liability and ensure compliance with ever-changing tax laws and regulations.
    • Our team stay’s updated on the latest tax developments, helping you optimize your tax position and plan for the most advantageous tax outcome.
    • We assist with filing any forms required with the IRS or state taxing authorities, such as Form 1099’s, Modified Business Tax, etc.
  • Software Integration and Support:
    • We help you leverage accounting software solutions to streamline your processes, improve efficiency, and enhance data accuracy.
    • Our team provides training and ongoing support for accounting software implementation and maintenance.