Client Accounting Services

The objective of the Client Accounting Services team is to provide strategic value-added services that deepen client relationships and deliver information that improves business processes and profitability.

PRODUCT

We achieve this goal by providing a variety of services that allow clients to delegate everyday bookkeeping tasks and increase efficiency. Services offered include – financial statement preparation, write-up, cash flow management, bank and credit card reconciliations, payroll, sales tax, fixed asset and depreciation maintenance, software training, and CFO support services (which include financial analysis/strategy for clients). We collaborate with clients to base business decisions on measurable financial information and allow them to focus on growth and serving their stakeholders.

Our team of certified accounting professionals has a deep understanding of accounting, a working knowledge of technology, and the ability to deliver financial analysis to clients. We work closely with each of our clients to make sure their books are accurate and up-to-date, and we provide clients with detailed reports that provide financial insights and strategic guidance

POSITIONING

We see ourselves as providing significant benefits in helping clients streamline their processes to improve efficiencies. This allows management to focus on their core business instead of accounting concerns. Our vision is to emphasize the relationship with the client and the integration of the CAS team with other service lines within the firm. We hope to strengthen the ties that bind clients to our firm by providing access to CPA expertise without the full-time cost burden of employing a controller or CFO. We position ourselves as a full-service accounting department to which clients can outsource completely.

Accounting services have historically been transaction-based, using a rearview mirror approach. Our goal is to be client advisors/consultants, leveraging internet-based technology to pro-actively deliver high level services that enhances business processes, and promotes success. To elevate the services that we currently provide, we focus on providing solutions to clients – adding value – in order to provide improved business results.

Our team members maintain QuickBooks Online certification to stay up to date on improvements in the software and insights on how we can better serve clients. This allows us to provide ongoing value by customizing accounting services to fit client needs. We encourage clients to move to more internet-based software to promote collaboration, improve efficiency, and reduce the risk of data loss, plus online services enable team members the flexibility to work from almost anywhere. We believe that digital workflow tools will help provide more efficiency in how we schedule and resource our engagements.

The CAS team provides year-round work in a seasonal profession, so it’s as great way to keep those lines of communication open with the client. If you are in need of Client Accounting Services, Desroches Partners is the firm to call. You may contact us at (713) 360-0800 for a comprehensive financial review of your business.