Client Accounting Services

As a business leader, you need information that’s timely and relevant in order to drive the decisions you make every day.

Our client accounting services (CAS) practice addresses that need by leveraging best-in-class technologies to deliver customized accounting, finance and operational assistance.

A tailored service approach

Whether you are looking to outsource your entire accounting department or seeking assistance with basic accounting and bookkeeping, we will work with you to create a customized solution that meets your needs and scales with you as you grow.

Outsourced accounting and advisory services

Our clients are served by a team of Value Architects™ who transform your accounting data into key performance indicators that are tailored to your business strategy and available whenever you need them. You’ll gain clarity and receive insight from advisors who know you and your goals, so you’ll be equipped to make decisions that drive results — ultimately giving you a competitive advantage.

Bookkeeping services

  • 1099 reporting
  • Accounts payable processing
  • Bank reconciliations
  • Payroll processing and reporting
  • Sales and use tax reporting
  • Transaction recording

Controller services

  • Account reconciliations
  • Audit documentation preparation
  • Cash management
  • Consolidated reporting
  • Designing control procedures
  • Financial statement preparation

CFO services

  • Budget preparation and reporting
  • Cash-flow analysis
  • Financial forecasts and modeling

Technology solutions

Our CAS team leverages innovative cloud-based technologies that offer:

  • Tailored management dashboards with customized reporting capabilities
  • Integration of your existing applications for a comprehensive view of your data
  • Secure access anywhere, anytime and from any device
  • Scalable solutions to meet your growing needs

You can choose to outsource to our team or we can provide you with training and implementation support so you can handle in-house.

We take the time to understand your strategy and goals so we can help you find the right technology solutions to transform your business.

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What is cloud computing and why does it matter for my business?

As a business leader, you're probably familiar with the term cloud computing — but may still have questions about the benefits, costs or risks associated with "moving to the cloud". We're here to answer those questions and demonstrate how it can positively transform your business from the inside out.

Baker Tilly provides our business with timely and accurate financial information allowing us to efficiently and effectively run our business. Their proactive tax and financial advice helps us position our business for continued success. It is nice to have such a great resource to rely on.
President of a family-owned grocery chain
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