Client Accounting Services

Revolutionize Your Accounting to Maximize Your Growth

Companies wrangle with managing cash flow, keeping track of receivables, organizing financial paperwork and filing taxes. Administration takes up a large chunk of your resources, and it’s hard to find the time to handle it all. To overcome these challenges, companies turn to outsourced accounting solutions, or client accounting services (CAS), to manage all facets of their business financials. CAS gives any size organization the ability to make real-time decisions as well as be more efficient and drive performance and growth.

 

Provide automated, time-saving business accounting processes using the latest technologies for more accurate invoicing, accounts receivable (AR)/payable (AP), employee expenses, bookkeeping and cash management.

Offer timely and reliable bank account, credit card and cash reconciliations, tax preparation as well as financial statements and reports with the details you require.

Get more in-depth, strategic assistance and counsel throughout the year in regard to executive-level audit and tax reviews, forecasting, budgeting, planning, KPIs and board communications.

Services

Our team of professionals have extensive accounting, technology, and financial expertise. They take a proactive, personalized approach to ensure that clients receive accurate and reliable accounting services―on time, every time. We work with a variety of software programs including, Quickbooks, Sage, Expensify, and Yardi, among many others.



 

PRACTICE LEADERS

The team holds credentials as Certified Nonprofit Accounting Professionals (CNAP) and AICPA Fundamental Client Accounting Advisory Services Certifications, as well as several other certifications.

Carlye Dooley
Principal, Tax

Phone: 678-510-2735

cdooley@windhambrannon.com

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Rebecca Smith
Principal, Advisory

Phone: 678-510-2810

rsmith@windhambrannon.com

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