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Client Accounting Services (CAS)
Where Demand Meets Unlimited Opportunity
Busy season shouldn’t mean turning away new engagements. All you need is the right support to embrace all business opportunities coming your way. Our Client Accounting Service gives you the capacity to say “yes” to every engagement, turning your firm’s busiest months into its most profitable.
Because your practice deserves the expert support to scale as fast as your ambitions
Because your practice deserves the expert support to scale as fast as your ambitions
Driving Growth Through Scalable CAS Support
Grow at your own pace, on your own terms with the support of seasoned accounting professionals who understand the ins and outs of a CPA practice. Whether you’re handling 10 clients or 100, our flexible accounting services model grows with your ambitions.
Expand service offerings, take on larger engagements, and enter new markets. Turn capacity constraints into competitive advantages.
Expand service offerings, take on larger engagements, and enter new markets. Turn capacity constraints into competitive advantages.
Business Transparency & Communication
Experience complete operational visibility and open communication with daily/weekly status updates and dedicated point of contact with your client service team.
Top-Tier Talent Access
Tap into highly qualified professionals with international accounting standards, regulations, & compliance requirements. Our team includes U.S. CPAs, Chartered Accountants, CMAs, MBAs, & more.
Seamless Integration
Our CAS accounting experts seamlessly integrate into your existing client service workflows and systems to address your firm’s specific requirements and operational processes.
Robust Security & Compliance
Rest assured with our comprehensive data protection approach (including ISO 27001 and SOC 2 compliance) your clients’ sensitive financial data is safe and never leaves your secure servers.
Client Accounting Services That Deliver Measurable Results
Bookkeeping is just the beginning. While others stop at data entry, we dive deeper to craft customized accounting solutions that address each client’s unique challenges and opportunities. Your clients don’t get cookie-cutter service; they get strategic financial support tailored to their industry, growth stage, and specific goals.
Clean-up & Catch-up Services
Comprehensive financial setup, bookkeeping reconstruction, and adjustment entries to establish accurate baseline records.
Accounts Payable/ Accounts Receivable Management
Comprehensive reconciliation services for your client accounts including banking, credit cards, merchant accounts, inter-company transactions, and specialized account types.
Payroll Processing & Administration
End-to-end payroll management including calculations, deductions, employee records, compliance tracking, and reporting across all jurisdictions.
Bank & Account Reconciliations
Comprehensive reconciliation services for all accounts including banking, credit cards, merchant accounts, inter-company transactions, and specialized account types.
General Ledger & Month-End Close
Complete general ledger maintenance, monthly accruals, prepaid amortizations, closing schedules, and balance sheet reviews for timely, accurate financial reporting.
Inventory & Expense Management
Detailed inventory tracking, physical-to-book reconciliations, expense validation, travel and entertainment processing, and policy compliance monitoring.
Our Credentials:
Scott Sorenson,
Managing Partner, Frankel LLC
Doug Mayr,
Partner, BHM CPA Group
1/2
ALLIANT ADVANTAGE
Insight You Can’t Get Anywhere Else.
Expert-Guided.
Gain an edge with direct access to leading industry experts, policymakers, and former IRS commissioners, who deliver unmatched insights to help you implement new technologies, navigate regulations, and maximize ROI for your business.
What differentiates your team from other CAS providers?
Our Client Accounting Services team operates as a true strategic partner, not just a transactional service provider. We combine top-tier talent with streamlined processes and cutting-edge technology innovation to maximize efficiency and deliver superior results. We take time to understand your practice’s unique processes, client expectations, and growth objectives. Unlike generic providers, we customize our approach to match your firm’s standards and maintain the quality your clients expect from your practice.
What qualifications does your team hold?
Our Client Accounting Services professionals hold advanced finance and accounting degrees, including CPAs, CAs, and other relevant certifications in accounting and finance. Our team has diverse industry experience, with many professionals having worked at Big 4 firms before joining our practice. Each team member undergoes continuous training on the latest accounting standards, software updates, and regulatory changes to ensure your clients receive expert-level service.
Do you provide cash flow forecasting?
Yes, our Client Accounting Services include comprehensive cash flow forecasting and financial projections. We analyze historical data, current trends, and business projections to create accurate forecasts that help your clients make informed financial decisions and plan for growth.
How does your team and technology integration process work?
We begin with a thorough assessment of your current systems and workflows. Our Client Accounting Services team then integrates with your existing technology stack, learns your processes, and establishes secure communication channels. The integration typically takes 2-3 weeks without disrupting your ongoing operations. We provide dedicated project managers to ensure smooth transitions and ongoing coordination.
How does CAS help my clients with audit readiness?
Our Client Accounting Services team maintains meticulous documentation and performs regular reconciliations throughout the year, ensuring your clients are audit-ready at any given time. We organize financial records systematically, ensure compliance with accounting standards, and prepare comprehensive audit trails that streamline the audit process and reduce associated costs.
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Frequently Asked Questions
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OTHER SERVICES
Solutions tailored to your needs
Valuation
Precise, defensible business valuations for M&A, litigation, tax, and strategic planning.
Business Advisory & Control Assurance
Strategic consulting to help clients navigate challenges and capitalize on opportunities.
Tax Preparation
Expert assistance ensuring accurate, compliant, and efficient tax season delivery.
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