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Client Advisory Services

Advisory
March 23, 2021
Jose Parra
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​

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