Client Advisory Services (CAS)
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.
- 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
Our team offers support, training, implementation, and integration. Team members are highly-skilled in bookkeeping, accounting, and accounting software. Some of our specialists include:
- Sage Intacct Implementation Specialists
- Sage Intacct Accounting Specialists
- QuickBooks Advanced ProAdvisors
- BILL Certified Specialists
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
- Document sharing with clients
Best Fit
Assists clients with sharing documents and enhances communications.
