Client Accounting & Advisory Services
We provide full-service, real time Client Accounting & Advisory Services or “CAAS” through QuickBooks Online (QBO) or through cloud hosted QuickBooks (QB) services to meet the evolving needs of our growing small and medium size business clients. The Cloud has given us and our clients the ability to have real time access to accounting and financial data. Given these changes, business owners want more on-going professional accounting assistance and financial and tax savings advisory help. Our Client Accounting & Advisory Services services allow us to provide our clients with forward looking, proactive and value-added services.
Our Client Accounting & Advisory Services Include:
QBO or Cloud Hosted QB’s accounting services, including 24/7 support.
Full-service payroll services, including direct deposit, quarterly and year end payroll filings, W-2’s, 1099’s and tax deposits, utilizing Paylocity or ADP’s Run system managed through BA’s professional staff. We can typically match the price you currently pay to a third-party payroll company.
Other payroll and HR services including 401k set up, group benefits, timely posting of payroll activities into your QB’s, workers comp, garnishments, special owner comp and tax withholdings, etc.
Proactive business strategies, owner tax planning, and regular meetings to review and discuss tax saving strategies and opportunities.
Customized QB’s Financial (FS) Reporting to help you manage business profits, cash flow, strategy, profit planning, and business strategy. This service provides you with timely and well-organized customized financial package within days following each calendar month-end.
Financial advisory using the customized QB’s FS Reporting Package.
Business succession and exit planning.
QB’s Pro-Advisor training and support for your in-house staff.
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