Client Advisory Services
As a business evolves, the need for a trusted advisor becomes more crucial to their long-term success. As your trusted advisor, our offerings extend beyond financial statement preparation services.
Our Client Advisory Services (or CAS for short) is a grouping of high-value and quality solutions for businesses and individuals. By using and implementing CAS, we become key contributors to your continued growth. Our professionals are trained to understand your specific pain-points and offer real solutions, through accounting, CFO, and consulting engagements. CAS allows for the outsourcing of various accounting services and CFO functions as needed. Services can be grouped into a “menu” of options that best fit your needs. Partnering with the right advisor and setting up outsourced infrastructure allows stakeholders to increase focus on major business decisions. Our Client Advisory Services, include:
- Virtual Accounting, Controller and CFO services
- Project management and profitability
- Budgeting and Cash Flow Analysis
- Technology Solutions Consulting
- Creation of collections policies and procedures
- See key performance indicators using personalized dashboards
- Reconciliation of bank, investment, credit card, and other balance sheet accts
- Electronic payment and merchant services setup and support