Client Accounting Services (CAS) for USA CPA Firms
Scale Your Advisory and Virtual Controller Offerings
Client Accounting Services represent one of the fastest-growing service lines within the accounting profession. Accuhan helps US firms expand their CAS offerings while maintaining operational efficiency and profitability.
Services We Provide
Management & Financial Reporting
Compiling real-time management reports, cash flow trackers, and financial dashboards.
Budgeting & Forecasting Support
Helping CPA firms deliver advanced business advisory models, budgeting maps, and cash flow projections.
Controller-Level Support
Overseeing accounting operations, reconciliations audit checks, and high-level journal reviews.
Management & Financial Reporting
Core Capabilities Included
Management & Financial Reporting
Compiling real-time management reports, cash flow trackers, and financial dashboards.
Budgeting & Forecasting Support
Helping CPA firms deliver advanced business advisory models, budgeting maps, and cash flow projections.
Controller-Level Support
Overseeing accounting operations, reconciliations audit checks, and high-level journal reviews.
Our USA CAS Support Process
Goal Alignment
Reviewing the CAS package scopes, advisory software stacks, and client expectations.
Ledger Clean-Up & Structuring
Ensuring underlying client books are reconciled, properly classified, and audit-ready.
Reporting & Dashboard Setup
Configuring reports, forecasting models, and cash flow charts.
Ongoing Advisory Support
Compiling monthly variance sheets and management decks for client review meetings.
Strategic Capacity Scale
Continuously refining processes to expand your CAS client base efficiently.
Software Capabilities & Expertise
Advisory & Accounting
Practice Management
Benefits of Partnering with Accuhan
Expanded Advisory Capabilities
Allows your firm to deliver high-fee advisory services without local bandwidth limits.
Improved Client Relationships
Become a strategic partner to your clients with regular cash flow insights.
Recurring Revenue Opportunities
Stabilize firm revenue through monthly retainer-based Client Accounting Services.
Enhanced Firm Valuation
Grow your firm value by building scalable, systemized recurring lines of business.
Frequently Asked Questions
Ready to Scale Your CAS Offerings?
Schedule a consultation with our client accounting managers to configure your virtual advisory team.