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Client Accounting Services

Leveraging best-in-class technology to provide comprehensive outsourced accounting and advisory 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 that meets your needs.

    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.


    Bookkeeping services

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


    Controller services

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

    CFO services

    • Operational performance review
    • Budget preparation and reporting
    • Financial forecasts and modeling
    • Cash flow analysis
    • Acquisition due diligence
    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
    Fresh produce from the grocery store

    Specialized advisors who speak your language and know your industry.

    CAS advisor offering specific strategies and insights

    CAS advisors are specialized by industry to offer you specific strategies and insights that focus on your key challenges and opportunities. By transforming your accounting data into relevant KPIs, you’ll get advice that goes beyond the numbers to provide a 360-degree view of your business. Our industry specialists are dedicated helping you gain a competitive advantage through data-driven decision making.

    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.

    Tech partner logos: ADP, Bill.com, QuickBooks, Sage Intacct, Expensify, Ekos Brewmaster, Orchestrated Beer