Client Accounting Services

Handling the A to Z of accounting

As accounting is our bread and butter, CPA Solutions is equipped to handle most (if not all) of your accounting work for you such as:

▸ After-the-fact financial statement preparation
▸ Bookkeeping
▸ Periodic tax payments/compliance (sales tax, etc.)
▸ Outsourced CFO and/or controller services

While these are the services that make up CAS, its true objectives and scope go beyond this. Similar to how eyes are the window to the soul, a client’s accounts can help us best identify their needs so that we always deliver the best possible financial services and solutions for them

How are we different from other CPA firms?

Tailored

Customized solutions that fit your business needs

Vendor Management

Bill Pay function and Accounts Payable

Customer Management

Invoicing and Accounts Receivable

Insights

“Live” financial information and forward looking insights to your business

Advisory

Higher-end advisory and CFO services

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How do we achieve your goals for you?

  • Robust client on-boarding process to ensure a smooth and timely transition
  • Automation process that utilizes the latest technology available
  • Assigning a professional team to each client consisting of skilled accounting professionals—from A/P specialists to tax experts
  • Frequent meetings with business owners/managers to discuss the business’s financial health, address underlying problems, and find the right solutions
  • Frequent tax planning sessions to maximize tax savings, round-the-clock support for special projects, financing assistance, impacts on regulatory and tax changes, and all other financial needs that our clients may face.

What can you gain from our CAS offerings?

Cost Reduction

With more efficient financial management under CPA Solution’s team of experts, our clients save up to 30% on salaries, payroll taxes, and other benefits.

Better internal controls

We follow strict processes and standard procedures for transparency. Our technology is designed for proper approvals and is regularly updated to meet our clients’ individual needs. A month-end close checklist is always provided to ensure the completeness and accuracy of all financial statements.

More informed decisions

With reliable and timely financial information, our clients are better equipped to analyze the current situation and make relevant decisions on efficiencies, growth, or succession planning.

Higher level of service and professional expertise

Higher-end advisory and outsourced CFO services are more effective and impactful through CAS. While working on our client's accounts, we may notice decisions that could have detrimental impacts on their business. CAS leads to better business management and opportunities of success for our clients.

Flexibility

We offer full-time, partial and project-based accounting services. Whether you are a CFO who could use a quality controller once a week, a controller who needs bookkeeping services, or an office manager looking for higher level financial oversight, we can fill the need.