top of page

Our NEW payment portal is live! Click HERE to view the new portal.

CLIENT ACCOUNTING & ADVISORY SERVICES

The Outsourced Accounting Concept
 
Outsourcing has become one of the most significant management concepts in today’s competitive marketplace. Our clients find that our highly qualified and efficient Client Accounting & Advisory Services (CAAS) staff is an excellent cost-effective supplement or replacement alternative to having their own accounting department. Outsourcing allows you to concentrate on your core competencies, and serving your customers, without sacrificing control. In fact, outsourcing most often results in improved processing and reporting, which typically facilitates your ability to make vital decisions. 

​

We believe every organization’s accounting function is unique, and we tailor our approach to your needs. Although we have worked with a variety of organizations, we do not believe in a cookie cutter approach. We implement best practices, and we fit them to your needs.

​

Your Investment

 

Setting a regular monthly fee, based on the provision of specific tasks, provides you with a steady level of service and eases the budgeting process as your financial investment is known in advance. We are also sensitive to your objective of controlling costs. We cooperate fully to minimize your investment consistent with maintaining our standards of quality

CAAS Services

  • Implementation of accounting software

  • Transactional accounts processing

  •  Payroll

  • Bank and investment reconciliation

  • Monthly General Ledger close

  • Financial Statement preparation

  • Budgeting

  • Tax Return preparation

ONE OF THE LEADING FIRMS IN AND THROUGHOUT SOUTHERN NEW ENGLAND

bottom of page