• CAS- Client Accounting Services

    Small businesses need to be nimble; they need to be able to make fast decisions to thrive, and that's impossible to do when your accounting is only done when there's time, or *gasp* when your business tax returns are due. Accounting is not just historical, it can be current and in real-time. That's where you realize the true value a CPA firm can bring.


    With our all-inclusive Client Accounting Services, you have a full menu of services at your disposal. Not only will you have accurate accounting and useful financial data, but you'll also receive pro-active tax planning assistance, and (if you find it valuable) forecasting and cash flow planning.


    The value we bring is the peace of mind that your work is being done by a great team who cares about your success. We also want to give you the all-important asset that you can't make more of... time.

  • What are we doing for you in CAS?

    Ongoing, real-time accounting services through QuickBooks Online

    • Preparation of monthly financial reports that are actually useful to running your business;
    • Reconciliations and month-end closing procedures so you can be sure your monthly results are accurate.

    Monthly calls and meetings to discuss your financial results

    By utilizing the financial statements that we help you prepare, we can provide useful analysis and feedback about how your business is performing.

    Preparation of forecasts and projections

    When it’s time to look at your cash flow during lean times, or project how adding a new revenue stream or new employee will impact your business, we can help you prepare projections and forecasts.

    Preparation of detailed performance reports

    This is more than month-over-month changes and percentages; this is a deep dive into how your business is truly performing compared to benchmarks, with dashboards and graphical presentations to help you understand more than you ever thought possible.

    Small business tax advisory and preparation services

    We primarily focus on preparing tax returns for small businesses and the entrepreneurs that run them. We offer tax planning and advisory services throughout the year so that you can understand how financial decisions will affect your tax returns at year-end.

    Tax returns include business income tax returns, sales and use tax returns, and individual income tax returns for the business owner(s).

  • **Client Accounting Services

    • Our Client Accounting Services are intended for small businesses with gross annual revenue greater than $700,000. 
    • The above services are intended to be all-inclusive. We don't offer any of these services as stand-alone items (for instance, we will not solely offer tax preparation services without offering everything else).
    • We don’t support QuickBooks Desktop products, only cloud-based accounting applications QBO. 
    • You will be responsible for payroll processing costs as that is not something we do in-house.
    • No contracts, so if you feel that this is not working, you are free to go. All we ask is 30 days notice. 

  • Want to learn more about

    Client Accounting Services?

    Go ahead, put it out there.

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