WHAT IS CAAS?
Client Accounting and Advisory Services
Simply put, CAAS is outsourced accounting. It is using an experienced external team to handle your business’s financial needs. These services can range from basic tasks, such as bill pay, to more complex tasks, such as controller services.
Over the past decade, organizations of all sizes and industries have increasingly recognized the value of outsourcing their accounting functions. Traditional accounting only provides a basic amount of financial information. It can be a labor-intensive, backward-looking process that, while necessary to track your company’s finances and maintain basic bookkeeping, does not provide current, relevant information to help business owners make critical business decisions and incite growth.
Why choose NBZ?
When you partner with us, you gain more than just accounting support, you gain a strategic financial ally. If you are one of our tax clients, we will have access to timely and accurate financial data to provide more informed financial and tax planning advice. (More about CAAS at NBZ)
Some of our services are as follows:
Outsourced Accounting Services
Our outsourced accounting services include basic bookkeeping and general
ledger maintenance, accounts payable and receivable management, financial
statement preparation, month-end and year-end close processes, payroll
processing and more. We can provide as few or as many services as your
company requires.
Outsourced Controller Services
Our outsourced controller services provide expert financial oversight without
the cost of an in-house hire. We have a team that can manage your accounting
operations, standardize reporting and ensure company financial records are
accurate.
Family Office Bookkeeping Services
Our family office bookkeeping services provide secure, daily financial
management for high-net-worth families. We will collect, review and pay bills
and monitor bank balances. We can also provide financial reports to show total
monthly spending at a glance, handle household payroll and provide other
customized services as requested.
Software Consulting Services
Our software consulting services can help optimize your business finances.
We have QuickBooks ProAdvisors who can assist with any questions your
in-house staff may have about software issues or best practices. We can
also provide QuickBooks set-up and training.