Broker Check

CAS Services – Client Account Services for Small Business

What are CAS Services? Our CAS Services are designed to deliver the financial services necessary for your small business to succeed. The primary services provided are:

  • Accounting & bookkeeping
  • Payroll
  • Accounts receivable
  • Accounts payable & bill payment solutions
  • Cash flow management
  • Forecasting & planning
  • Tax reporting (1099-NEC / 1099-Misc)
  • Tax preparation & Filing

Industries served:

  • Medical & Dental
  • Professional Services / Consultants
  • Attorneys

Premium Service

The Premium Service includes everything in the Standard Service along with quarterly review meetings, accounts payable with online bill pay, accounts receivable management, employee expense reimbursement, workers compensation insurance, audit, tax notice response, review meeting with your financial advisor/estate team.

Standard Service

The Standard Service includes everything in the Basic Service along with expanded financial reporting, fixed asset tracking, entity annual report filing, ongoing monitoring of your IRS account and audit detection services

Basic Service

Our Basic Service provides the foundation for your business so that your books and payroll are in order, and all your business and individual tax preparation and filing compliance matters are handled. 

This package is popular with startups or businesses owners who want to position their business to grow. 

Having these basic money matters covered will free up a business owner to focus on serving their customers and growing their businesses.

Quickbooks Online Review & Diagnostic Service

We provide a complete review and diagnostic of your QuickBooks online system that helps you identify problems, put a plan together to address the issues that have been identified, and determine how you can improve your  use of the system.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  865-312-6238