Consulting and Advisory Services

For those looking to go beyond the basic bookkeeping services that most firms offer, we also offer advanced level accounting services under our Consulting and Advisory Services [commonly referred to elsewhere as Client Advisory Services (CAS or CAAS)].

These services are more for an established business that is looking to get higher level information out of their financials to be able to make well-informed business decisions.

Prospective clients looking for this, should already have an accurate level of bookkeeping service, as these services rely on expanding the basic information from the bookkeeping and taking it to another level.

This would be getting to what some call outsourced CFO services. We would be shedding the idea of accounting as being a measure of the past and instead using information to be FORWARD looking.

This would be visualizing information in more detailed graphs and charts allowing for business owners to contextualize and quantify goals and growth.

We would have detailed discussions about goals and start to set targets and create ranges of where certain important numbers and ratios are. These would be called key performance indicators (KPIs). See below for example.