Client Accounting Services (CAS)
Monthly bookkeeping, reconciliations, financial statements, and supporting schedules, connected in one outsourced accounting service.
Explore Client Accounting Services (CAS) ↗From dependable books to outsourced Controller and fractional CFO support, get the accounting and financial guidance your business needs to grow.
Monthly support · Thoughtful oversight · Construction expertise
Understand the past. Plan the next move.
Start with what you need now. Add financial oversight as your business grows.
Monthly bookkeeping, reconciliations, financial statements, and supporting schedules, connected in one outsourced accounting service.
Explore Client Accounting Services (CAS) ↗Bill workflows, invoicing, aging reports, and follow-up support, with payment approvals kept in your hands.
Explore AP & AR Support ↗Close management, reporting consistency, internal controls, and financial oversight for your growing business.
Explore Outsourced Controller ↗Budgets, cash-flow forecasts, scenarios, and a financial partner for the decisions that shape your business.
Explore Fractional CFO ↗Job costing, WIP schedule preparation and review, retainage, billing positions, and cash planning for contractors and project-based businesses.
Explore Construction Accounting ↗Prepare reconciled books, supporting schedules, documentation, and responses for your external auditor. Preparation and coordination only; no audit opinion or assurance.
Explore Audit Readiness & Auditor Support ↗Project-based businesses need more than a company-wide profit and loss. Connect your books to job costs, WIP, retainage, and the cash demands of your next project.
BUILT FOR THE WAY PROJECT BUSINESSES WORK
We discuss your business, your books, and the decisions you need help making.
Review a tailored proposal with responsibilities, pricing, and a clear onboarding plan.
Establish a close and reporting cadence, with space to review what the numbers mean.
Yes. We can scope cleanup and catch-up work before recurring bookkeeping. We assess the records before proposing a timeline or fee.
Yes. Our services support small businesses across industries. Construction is a focused specialization.
Pricing depends on volume, accounts, entities, reporting needs, and the condition of your books. Scope and pricing are agreed before work begins.
We focus on bookkeeping and financial management and can coordinate with your tax professional. Tax filing, audit, and assurance are not included in the service offering.
Tell us where your business is today. We’ll help define the support that fits.
Request a discovery call ↗