Client Accounting (CAS)

Financial & Business Intelligence

Continuous Accounting. 

Our client accounting services (CAS) for businesses are done on a daily or weekly basis depending on the size of the company and the level of services needed. Our proactive approach to maintaining your books will ensure you’re always up to date on your business and any issues are identified and resolved immediately! Each month you will receive financial statements and deliverables, so our flat monthly fees are priced based on the level of services agreed to. We consider ourselves to be a part of your management team, always in constant communication and ready to help. Schedule a call today to speak to a CFO.

Our Approach

Business Assessment

Discovery of current financial processes and systems. Determine client financial and operational goals. Agree to level of service and monthly fee.  

Implementation

Implement cloud based systems. Establish client specific performance metrics. Train management team on new processes and systems. 

Client Services

Provide continuous, accurate, and timely financial reporting. Review and analyze financial and operational performance with clients. 

Open Communication

Our clients are free to call, email, text, and schedule office and virtual meetings at any point during the month. No hidden hourly billings.

Monthly Flat Fees

Flat monthly fees that are reviewed annually, no hourly billings. Rates are agreed upon from the beginning of engagements based on level of service needed. 

Performance Dashboards

Blend your real-time financial information with operational data to visualize your company’s performance. 

Real-Time Data

Books are maintained up to date to always know how much cash is on hand, who owes you, and who needs to be paid. 

Reduce Fraud

Complete transparency into income and expenses with digital document management, including proper bill approval structures. 

CAS Packages

Our clients range in sizes and are located all over the country. Services are offered virtually but we often travel to plan and review operations with clients at their offices or facilities.

 

  
 
Average Client Size
Avg Onboarding Period
Accounts Payable
Accounts Receivable
Treasury Management
Payroll
Sales Taxes
Month End Close
Monthly Financials
Scheduled Meetings
Dashboard & KPIs
2 Year Forecast
Email & Phone Support
Business Tax Return
Tax Planning
Other Tax Returns

Controllership

Average Client Size : $1M - $5M
Avg Onboarding Period : 2-4 weeks
Accounts Payable
Accounts Receivable
Treasury Management
Payroll
Sales Taxes
Month End Close
Monthly Financials
Scheduled Meetings
Dashboard & KPIs
2 Year Forecast
Email & Phone Support : Unlimited
Business Tax Return
Tax Planning : A La Carte
Other Tax Returns : A La Carte

Virtual CFO

Average Client Size : $5M+
Avg Onboarding Period : 4-6 weeks
Accounts Payable
Accounts Receivable
Treasury Management
Payroll
Sales Taxes
Month End Close
Monthly Financials
Scheduled Meetings
Dashboard & KPIs
2 Year Forecast
Email & Phone Support : Unlimited
Business Tax Return
Tax Planning : A La Carte
Other Tax Returns : A La Carte