Client Advisory Services (CAS)
Get reliable books plus proactive advice—without building an internal accounting team. Our CAS engagement combines monthly close, clear reporting, and ongoing guidance so you can make faster, better decisions.
What’s included:
- Monthly close and reconciliations
- Bank/credit card recs, GL review, adjusting entries, close checklist
- Management reporting package
- P&L, balance sheet, cash flow, budget vs. actuals, and KPI snapshot
- AP/AR workflows (as scoped)
- Bill pay approvals, vendor onboarding, 1099s; invoicing and AR aging follow‑up
- Payroll coordination
- Provider liaison, journal entries, benefits/fringe mapping
- Tech stack and automations
- QBO setup/cleanup, rules, receipt capture, expense cards, integrations
- Advisory
- Monthly review meeting, variance analysis, cash insights, next‑step recommendations
Options and add-ons:
- Forecasting and budgeting (pairs well with Remote CFO Services)
- Sales tax preparation and filing
- Job/project or class/location reporting
- Dashboard automation (Power BI/Tableau)
Typical cadence:
- Close by a set day each month
- Report pack delivery + 30–45 minute review call
- Quarterly tune‑ups on KPIs, processes, and tech
Who we serve:
- Small businesses, nonprofits, and local entities that want dependable accounting plus practical advisory—served virtually, nationwide.
How onboarding works:
- Discovery and data access
- QBO cleanup and workflow design (AP/AR/payroll)
- First close and reporting pack
- Monthly rhythm and continuous improvements
Deliverables you’ll receive:
- Consistent monthly financials and KPI snapshot
- AP/AR status (if in scope) and compliance calendar
- Action list from each review meeting
CAS vs. Bookkeeping vs. CFO
- Bookkeeping: data entry and basic reconciliations
- CAS: monthly close, reporting, workflows, and advisory
- CFO: strategic finance—forecasting, cash, pricing, capital, and board/lender reporting
Want dependable accounting with real advisory, not just data entry? Contact us or book a quick consult to discuss CAS.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
