Client Advisory and Accounting Services

Reliable Client Advisory and Accounting Tailored to Your Needs

Our CAAS practice is tailored to fit the needs and goals of our clients.

Service Offerings:

    • Monthly write-up / Bookkeeping services
    • Bill pay services
    • Payroll services, both in-house and coordinated with third party providers
    • Household employee reporting
    • Sales/Use tax consulting and remediation
    • Fixed asset management
    • Account Reconciliations
    • Financial statement preparation
    • Preparation and filing of 1099 Forms
    • Managing cash flow
    • Receipt and expense management
    • Budget forecasting
Client Accounting Services

Contact Us:

If you have any questions or comments, please fill out the form below and we will be in touch: