Client Advisory Services (CAS)

Improving the Way You Do Business

Appropriate Accounting Services for 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

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.

Our accounting 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.

Nikki M. Kuretich, CPA