Business Accounting + Advising

CAS Team – 5956

Client Advisory Services

Focus on running your business instead of doing paperwork. We serve our clients in the spirit of partnership, learning your business and putting our expertise to work for you. From startup to succession, our innovative and resourceful team will personalize our bookkeeping and advisory services to empower your continued growth and success. We’re here to help with payroll, accounts payable, sales and use tax, internal controls, management reporting, and more.

Corporate Financial Statements

Painstakingly accurate, rigorously compiled, and meticulously polished, our financial reports are truly a cut above, bringing crystalline clarity and concision to the complexity of your financial position. 

Our review services dig deeper than typical financial reporting to provide illuminating financial analysis and an expanded contextual understanding around key metrics and results. Depending on your needs, we can create custom financial presentations, spotlighting a specific aspect of your business—from resource use to major transactions—using numbers and narrative to bring your financial picture to life.

Audit and Assurance

Our independent audit and assurance services ensure your business is on solid ground, ready to meet the challenges of tomorrow. To every audit we bring our commitment to absolute accuracy, our dedication to your financial flourishing, and a risk-based approach helps you assess and respond to potential risks—before they become problems. We bring insights that tell the story beyond the numbers, so you can plan your next financial move with confidence.

Internal Controls

You have one less thing to worry about when you know your company’s financial and accounting systems are shielded from accounting errors and fraud by a strong set of internal controls. We can guide your management team through the process of establishing internal controls:

  1. Identifying internal and external risks.
  2. Assessing those risks for likelihood of occurrence and potential impact on your systems.
  3. Prioritizing identified risks from most to least pressing.
  4. Designing internal controls that are directly responsive to the risks.

Our expert advisors can also assist you in training your staff. It’s important that your team members understand the “why” behind the controls they’re performing and that your management team understands how to properly monitor controls to ensure their lasting effectiveness.