Client Accounting & Advisory Services

Financial Management Tools and Reports

Meaningful and well-organized financial records are a critical management tool and can ultimately be the difference between a successful and an unsuccessful business.

Our Client Accounting & Advisory Services (CAAS) provides you with accurate and timely financial statements and a summary of trends to help you manage your business.

Our CAAS team partners with you at every step of your business. When you succeed, we succeed. 

the CAAS team

What We Do

Build Your Foundation

Realize Your Potential

Establish Your Legacy

  • Business Set-up
    • Set-up Accounting Systems and Reports
    • Set-up Payroll with Payroll Providers
  • Set-up and Perform Sales Tax Filings
  • Set-up Financial Systems and Reports
  • Design Controls
  • Financial Statement Preparation and Analysis
  • Management Planning and Advisory Meetings
  • Financial Statement Preparation and Analysis

Tonya D. Futrell, CPA
Partner, Client Accounting and Advisory