Client Accounting Services: Small Business Bookkeeping Solutions

Digital Technologies to Support Your Business

With Cherry Bekaert we use the right technology stack to provide your business with seamless bookkeeping and full visibility month after month. Our centralized tool consists of dashboards, project management, task management, workflows, document storage, communication, and – of course – accurate numbers thanks to our automated bookkeeping solution. We can pull data from both your financial AND non-financial sources, supplying you with a dashboard full of reports and analytics we can customize to help inform good business decisions.

Transaction Manager

We use artificial intelligence software that learns your books over time and automatically categorizes your incoming transactions.

Smart Connect

We directly connect to your financial institutions so we can safely and securely pull statements without having to request them from you.

Interactive Dashboard

We overlay financial and non-financial datasets, trending analytics, data visualization and KPI tracking for customized visual control.

Password & Document Manager

Securely store and easily access your passwords and financial documents from any device at any time.

Better Bookkeeping

Cherry Bekaert takes care of your business bookkeeping from beginning to end and provides better, faster and accurate financials, to provide you with real-time insights into your business.

Accounts Receivable

We track and report on the bills or invoices due for your business.

Credit Reconciliation

We ensure each transaction on your credit card statement matches a transaction in your internal systems.

Fixed Assets Accounting

We take care of long-term, tangible property that you own or use in operations to generate income.

Customer Chart of Accounts

We collate your data into reports and financials custom to your business.

Bill Pay

We organize and process your bills more easily and efficiently than ever.

Vendor Management

We process W-9 requests from new vendors requesting payment.

1099 Processing

We handle 1099 filing, compliance, controls, payroll, timesheet processing and sales tax.

Customer Invoicing

We bill your clients for any of your goods or services by sending them an invoice.

Financial Reporting

We gather reports you need at the frequency you choose.

Revenue Recognition

We recognize and record revenue when it is realized or earned.