Outsourced Bookkeeping Solutions

Client Accounting Services

Looking for a solution for your business’s bookkeeping needs?  Our Client Accounting Services provides a cost-effective outsourced bookkeeping solution for small businesses, fully integrated with our tax preparation and planning services. 

• Ongoing bookkeeping, reconciliations, and adjustments
• Tax ready financials in PDF format delivered posted to Client Portal
• Ongoing maintenance of QBO account and bank links
• Advice and recommendations regarding accounting process
• Seamless integration with our business tax premium tax preparation and tax planning services

Depending on your situation, we offer CAS services on an hourly basis, with hours available for purchase in advance in blocks of 10, 25 or 50 hours, or via a monthly fixed fee arrangement.

Our Client Accounting Services offer an efficient and accessible solution for your business’s bookkeeping needs. By integrating these services with your tax preparation and planning, we ensure a seamless and streamlined experience. Gain the convenience of expert advice and efficient financial management, all tailored to your business’s unique needs.