Client Advisory Services (CAS)

Improving the Way You Do Business

Whether you are starting an Arizona company, expanding your business, or have limited staff, the accounting function of business management may require too much of your time and attention. This could be the right time to design a management plan for outsourcing part or all of your accounting processes.
Our experienced financial professionals can help you evaluate and determine the best accounting software to streamline processes for producing timely and accurate financial information. We can customized scalable solutions to fit your business.
Some of our clients include pharmacies, medical and health care groups and practices, educational and support services, real estate management companies, restaurants, nonprofits, and religious organizations.
Our clients have told us they find many benefits from the following services:

  • Accounting process management.
  • Cutting costs for managing and training employees.
  • Developing high visibility into the financial performance of your organization.
  • Reducing overhead.
  • Increasing overall accuracy.
  • Timely resources for tax planning.
  • Providing information analysis for future endeavors.
  • Offering advice and insight to help you manage your financial data.
  • Changing with the needs of your company.

Our implementation and accounting specialists offer support and knowledge in a variety of software solutions.
Collaboratively working with you, we assist in maintaining the safety and security of your financial data in a variety of ways. We understand every day business challenges and offer solutions focusing on business growth, including bookkeeping services.
Our experienced financial professionals integrate best practices, cloud technology, and automation tools to streamline accounting processes and produce accurate and timely financial information. Client teams include accounting professionals certified in various accounting software, cloud technologies, and automation tools, including Sage Intacct,, and QuickBooks Online.

Accounting and advisory services may include:
  • Supporting financial preparation.
  • Accounts receivable.
  • Accounts payable.
  • Bank reconciliations.
  • General ledger maintenance.
  • Performing internal control assessments.
  • Preparing and improving financial statements.
  • Assisting in monthly and year-end closings.
  • Designing your accounting systems.
  • Assisting with financial software.
  • Consulting on financial and accounting software solutions.

Contact Nikki M. Kuretich, CPA to discuss your business situation.

Nikki M. Kuretich, CPA
Need Guidance and Help?
If you need guidance, give us a call and we will be happy to discuss your business, particular situation, and appropriate service.