Services

Client Advisory Services (CAS)

Helping Growing Private Companies and Nonprofits

From basic bookkeeping and accounting to cloud-based technologies, we collaboratively evaluate and determine the best accounting software that fits your company and business stage. Our clients include medical and health care groups and practices; religious organizations; nonprofits; educational and support services; real estate management companies; specialty pharmacies; and restaurants.

Our services include:

Financial preparation support
Accounts receivable and payable
Bank reconciliations
General ledger maintenance
Financial statement preparation and improvements
Monthly and year-end closings
Designing accounting systems
Internal control assessments
Accounting process management
Managing and training employees
Increasing overall accuracy
Overhead reduction
Timely resources for tax planning
Information analysis for future decisions
Advice and insight for managing financial data
What Clients Say
“Wallace Plese + Dreher has been a great partner for Scottsdale Artists' School for some years now. Their team, led by Nikki Kuretich, is knowledgeable, responsive and always professional; our accounting support, assistance with our audit and tax prep feel seamless. We always value their support and collaboration.”
Michael Little, Treasurer - Scottsdale Artists' School

Accounting services strategy

Our team offers support, training, implementation, and integration. Team members are highly-skilled in bookkeeping, accounting, and accounting software. Our accounting specialists include:

  • Sage Intacct Implementation Specialists
  • Sage Intacct Accounting Specialists
  • QuickBooks Advanced ProAdvisors
  • BILL Certified Specialists

Accounting Software

Cloud-Based Software
Description
Best Fit
  • Used by most small-to-midsize businesses
  • Standard, cloud-based accounting software
  • User-friendly
  • Information easily shared with accountants

Best Fit

Smaller businesses that only need bookkeeping and ability to organize accounting and financial information.

  • Secured, cloud-based accounting and financial infrastructure
  • General ledger processing
  • Financial statement reporting
  • Detailed analyses
  • Works well with CRMs (i.e. SalesForce)
  • Known for “Know More, More Quickly” because of its ability to deliver real-time information for quicker decision-making.

Best Fit

Growing companies that need customized and specialized accounting features, GAAP compliance, and integration with other cloud-based technologies.

  • Integrates and shares financial data with your accounting system
  • Flexible payment options include ePayments, credit cards, and checks
  • Integrates with QuickBooks Online
  • Integrates with Sage Intacct

Best Fit

Small and mid-size companies for streamlining process of automating approval and paying bills.

  • Automated expense management
  • Scans receipts and generates expense reports
  • Streamlines approval process
  • Integrates with QuickBooks Online
  • Integrates with Sage Intacct
  • Integrates with BILL
  • Integrates with ADP

Best Fit

All businesses.

  • Document sharing with clients

Best Fit

Assists clients with sharing documents and enhances communications.

Client Advisory Services

Meet Our Team

Our client advisory services fit private companies and nonprofits in different stages of growth. Client teams include accountants, certified public accountants, accounting specialists, and certified QuickBooks ProAdvisors with extensive experience working with a variety of businesses and nonprofits. Contact Nikki M. Kuretich, CPA to discuss your situation.