Client Accounting Services
Don’t let your fast growth add pressure to your finance team.
A Finance & Accounting Function that is Strategic
Our CAS teams support small and medium sized businesses and not-for-profits in variety of verticals, including software, consumer products, healthcare and not for profits. We use best in class cloud software solutions to produce accurate and timely financial information for decision making. We focus on your goals and design solutions to help you achieve them. From transaction level processing to virtual controllership and virtual CFO, we provide a flexible, customize solution to meet your specific business needs today and in the future. Our onboarding process begins with an assessment of your current state, remediation and clean-up of historical data, documentation of policies and procedures and transitioning to ongoing monthly support. Services include:
- Full outsourcing of the accounting function, including transaction level processing and payroll
- Virtual CFO and virtual Controller
- Cash flow forecasting and budgeting
- Cost accounting review/support
- Chart of accounts review
- Technical accounting consultations
- Preparation of financial statements
Family Office
Our family office services range from planning and administration, to monitoring and compliance. We function as your personal Chief Financial Officer, overseeing the many aspects of your personal financial world, while also assisting with more targeted goals such as succession planning and philanthropic strategies. Services include:
- Tax planning, advisory and compliance coordination
- Financial analysis monitoring (including bill pay)
- Cash flow planning, management and opportunity
- Consolidated online investment performance reporting
- Implementation of trust, estate and gift strategies
- Organizing estate planning
- Managing multiple advisors
- Philanthropic planning and organization
- Family governance and coaching
Contact us now for a free consultation.
Software and SaaS
Fast-growing companies need quick, reliable data. Give your stakeholders more relevant and timely information by gaining more insight into your financial and operational processes.
Consumer Business
From optimizing inventory, streamlining purchasing, or managing multiple branches, we give you a full picture of your business’ performance at any given moment.
Professional Services
From online customers, contract workers, and profit from multiple entities, we offer relief with automated solutions that adapt to your unique workflows.
Nonprofit
Our solutions help nonprofits increase efficiency so that less time is spent on manual processes and more time is spent fighting for the cause.
Healthcare
With extensive experience in the continuum of care delivery system, we help clients with revenue cycle, accounting services, financial analysis and strategic planning.
Outsource Accounting and Advisory Leadership
(925) 271-8700
(650) 358-9000
(925) 271-8700