Client Advisory Services

While the core of the work remains bookkeeping, CAS leverages that clean data to provide forward-looking insights. Common advisory services include:

• Financial Reporting & Analysis: Going beyond basic reports to analyze key performance indicators (KPIs), trends, and opportunities for improvement.

• Cash Flow Forecasting and Management: Developing and tracking cash flow projections and providing strategies to optimize the client's working capital.

• Budgeting and Strategic Planning: Assisting the client in creating annual budgets, setting financial goals, and tracking progress against those targets.

• Technology and Automation Consulting: Recommending and implementing accounting software or other tools to streamline workflows and increase business efficiency.

• Virtual CFO/Controller Support (Outsourced Accounting): Providing higher-level financial oversight, such as developing internal financial controls or advising on pricing strategies.

• Compliance and Risk Assessment: Offering guidance on compliance with financial regulations and implementing systems for fraud detection and risk management