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Client Accounting Services: How Outsourced Accounting Can Transform Your Business

May 20, 2022
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Cherry Bekaert’s outsourced Client Accounting Services (CAS) provide clients with an experienced team at a fraction of the cost of building an internal accounting team in their businesses. Growing businesses often reach a point where they need professional financial advice but cannot afford a full-time CFO, Controller, or internal Accountant. By leveraging digital technologies, our CAS team brings industry aligned outsourced accounting services to small and mid-market companies that want to avoid building and managing an internal accounting department.

Our team stays current with the latest technologies and the evolving accounting practices they enable. For our clients, this means that leadership can focus more attention on the strategy, growth, and development of core operations while having access to talents and expertise required to achieve your strategic vision.

Client Accounting Services Solutions

Optimizing time and money for clients is our primary goal. Our experienced team provides support to small and mid-market organizations with advanced technology platforms.

TEAM

By outsourcing key business and financial services to our firm, you gain an experienced accounting and financial management team to manage your critical business processes more efficiently. This allows you to redirect your internal staff and resources to supporting higher-value, revenue-generating core business functions.

TECHNOLOGY

Our cloud technology platforms will continue to scale to support your company’s growth. We will continue to deploy business process automation tools and machine learning to optimize your digital technology experience.

TIME

You won’t have to worry about accounting and will gain time back to work on your business instead of managing an accounting department.

Our Client Experience

Your Client Accounting Services Team provides digital solutions to address your business’s key concerns. With routine status meetings and helpful insights, you will see the story of your business being told by the numbers. Our digital technologies and platforms will empower your team to support the growth of your business.

We understand that every business has a unique accounting department. We will thoroughly assess the needs of your business to be sure the best solutions are provided. With the use of our digital technologies, each client will experience Implementation, Onboarding and Accounting Status Meetings. We offer various tiered solutions based on the custom needs of your business.

Implementation

  • Migration to a standard accounting system
  • Transfer or data
  • Configuration of reporting, dashboards and KPIs
  • Transition of accounting functions

Onboarding

  • Meet the Project Manager and Accounting Manager
  • Review business’s current financial and operational procedures
  • Address opportunities for improvement

Transactional Processing Services
Tier 1

  • Recording accounting transactions in a timely manner
  • Compliance driven – focused on past events and reporting

Controllership Services
Tier 2

  • Assigned Controller provides financial reports – highlighting insights and analysis
  • Two meetings per month with company leadership to discuss prior month’s financial performance
  • One meeting is designed to align the new, collective action and goal for the next period

Virtual CFO
Tier 3

  • Virtual CFO role will be to share financial insights with company leadership
  • Take part in major company financial decisions

Accounting Status Meetings

  • Status calls with Accounting Manager to discuss routine operational questions