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

Watch as artificial intelligence learns your books over time and automatically categorizes your transactions as they come in.

Smart Connect

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

Interactive Dashboard

Overlay financial/non-financial datasets, trending analytics, data visualization, KPI tracking. Customized visual control!

Password & Document Manager

Securely store and easily access your passwords and financial documents from any device 24/7.

Better Bookkeeping

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

Accounts Receivable

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

Credit Reconciliation

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

Fixed Assets Accounting

Do you have long-term tangible property that you own/use in operations to generate income? Piece of cake! We’ll take care of it.

Customer Chart of Accounts

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

Bill Pay

Organizing and processing bills has never been easier.

Vendor Management

Let us take care of W-9 requests from new vendors requesting payment.

1099 Processing

1099 filing, compliance, controls, payroll, timesheet processing, & sales tax, we can do it all.

Customer Invoicing

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

Financial Reporting

Get the reports you need at the frequency you choose.

Revenue Recognition

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