Client Accounting Services (CAS)

Many businesses have been seeing the advantages of outsourcing some of their back-office tasks, including accounting, bill pay, payroll, and many others. Not only is it cost effective for businesses to outsource these tasks, but the businesses are putting these tasks in the hands of experts with years of experience. For small- and mid-size businesses, this can give you the professional accounting department without having to spend time on hiring, training, or even paying full salaries for multiple employees in the department. This gives you the peace of mind knowing that a professional firm is keeping the financial aspects of your business running efficiently to give you the opportunity to focus on growing your company.



  • Bank & Credit Card Reconciliations
  • Monthly & Annual Journal Entries
  • Monthly Financial Statements/Reports
  • Maintain Depreciation Schedules
  • 1099 Processing
  • QuickBooks Online Subscription


  • Everything in Standard
  • Full-Service Payroll
  • Accounts Payable Management
  • Accounts Receivable Management
  • Sales Tax Return Filing & Payment
  • Quarterly Performance Review
  • Subscription
  • Gusto Payroll Subscription


  • Everything in Premier
  • Custom Reporting
  • Monthly Performance Review
  • Development of Annual Budget
  • Cash Flow Analysis
  • Development of KPI Dashboard

Client Accounting Services Experts

Kristin Stockman, CPA, MSA

Supervisor - Client Accounting Services

Specific Areas of Expertise

  • Controllership Duties
  • Outsourced Accounting Services
  • Financial Statement Preparation
  • System Implementation
  • QuickBooks Online
  • Acumatica

Tracy Buttar, CPA

Supervisor - Client Accounting Services

Specific Areas of Expertise

  • QuickBooks Online
  • Controller Duties
  • Payroll and W-2s
  • Sales and Use Tax
  • Form 1099s

Brandon Sklenar

IT Consultant

Specific Areas of Expertise

  • Accounting Software Implementation
  • Acumatica
  • QuickBooks Advanced ProAdvisor & Consultant
  • Gusto

Roxanne Liscio

Client Accounting Specialist

Specific Areas of Expertise

  • QuickBooks Online
  • Payroll and W-2s
  • Form 1099s
  • General Accounting

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