OUR SERVICE TIERS
Bookkeeping & Client Accounting Service Tiers
We scale our bookkeeping and accounting services to match your business needs. Choose where you are today, and grow to the next level as your business scales.
WHO WE SERVE
Who Client Accounting Services Are For
Client Accounting Services is ideal for growing companies that have outgrown DIY bookkeeping or part-time bookkeepers, but don't yet need full CFO services. If you're managing a business with complex financials, multiple revenue streams, or rapid growth — CAS fills the gap.
Growing Companies ($1M–$10M+)
Businesses scaling rapidly who need accounting that grows with them. We handle the complexity so you can focus on growth.
Owners Wearing Too Many Hats
Entrepreneurs managing multiple responsibilities who need to offload accounting. We give you back time to focus on revenue-generating activities.
Companies Preparing to Scale
Businesses planning major growth, expansion, or preparation for outside investment. We build the financial foundation you need.
OUR PROCESS
How We Get Started
01
Free Assessment
We review your current accounting situation, identify gaps and inefficiencies, and create a custom plan tailored to your business needs and budget.
02
Onboarding & Cleanup
We integrate with your systems, conduct a full historical cleanup if needed, and establish processes that ensure accurate, real-time accounting going forward.
03
Ongoing Management
Your dedicated accounting team manages daily bookkeeping, generates monthly reports, tracks KPIs, and provides quarterly reviews to keep you informed and in control.
From Cleanup to Complete Clarity
Transform your accounting from a burden into a strategic asset. Get clear financials, actionable insights, and the confidence that comes with knowing your numbers.
Client Spotlight
How We Recovered $40K in Unbilled Revenue — and Cut $200K in Costs
The Situation
A growing professional services firm with $2.5M in annual revenue was managing accounting internally with a part-time bookkeeper. Their revenue was growing, but profitability wasn't keeping pace. They had no visibility into unbilled hours, unclear cost structures, and missed opportunities to optimize operations. The owner was spending 15-20 hours per week on bookkeeping instead of business development.
What We Did
We took over full accounting operations and conducted a comprehensive cleanup of their books. We implemented real-time billing tracking and discovered $40K in unbilled revenue from the prior two years. We restructured their cost reporting, identified $200K+ in annual operating cost reduction opportunities, and built automated reporting dashboards for real-time financial visibility. Within 30 days, they had clean books and clear insights into their business performance.
Key Results
$40k
In unbilled revenue recovered
$200k
In annual operating costs identified for reduction
Data-driven
Decisions now made with real-time financial clarity
