We are proudly introducing Senter CPA’s clear and concise client accounting service (CAS) packages. For your convenience, we are now offering CAS Standard, Premium, and Elite packages. You can find a list of what each package offers below. If you don’t see exactly what you’re looking for, no problem – feel free to give us a call and we will be more than happy to create a custom package that will accommodate your specific needs.
Curious as to what client accounting services are? We’ve covered that too, click HERE.
Here are a few reasons you need client accounting services:
- Convenience & Peace of Mind
- Efficiency: YOU do what YOU do best, and WE do what WE do best
- Ability to focus on YOUR business
- Continuous up-to-date accounting
- Cost effective vs. hiring in house accountant
- Technology & Secure Information
- Access to accounting experts and knowledgeable resources
- Tax and year-end Financial Statement ready accounting
- Reduced Stress
CAS (Client Accounting Service) Packages
Accounting System Checkup
FREE with Standard, Premium, Elite or Custom CAS Package- Review and clean up chart of accounts
- Review and clean up basic financial reports
- Ensure previous year-end reports reconcile to tax returns
- Discuss potential system upgrades, inefficiencies, and categorization of expenses
- We will need access to your accounting system such as QuickBooks, Xero, Sage, etc.
Standard
- FREE Accounting System Check-up
- Monthly transaction recording and categorization
- Monthly account reconciliation
- Transaction limit: 100
- Account Limit: 2 bank and/or credit card accounts
- Basic Financial Reports
Premium
- FREE Accounting System Check-up
- Monthly transaction recording and categorization
- Monthly account reconciliation
- Transaction limit: 250
- Account limit: 4 bank and/or credit card accounts
- Basic Financial Reports
Elite
- FREE Accounting System Check-up
- WEEKLY transaction recording and categorization
- Monthly account reconciliation
- Transaction limit: UNLIMITED
- Account limit: 5 bank and/or credit card accounts
- Client Specific Financial Reports Accounting and Tax Advisory Service
CUSTOM
- FREE Accounting System Check-up
- Account reconciliation ONLY (you do the account recording and categorization)
- Bill Pay
- Accounts Receivable & Accounts Payable
- Accounting System set-up
- Financial Statements
- CFO & Controller Services
- Budget & Cash Flow Planning
- Full-service payroll processing
- Teach you to do your own accounting
- Consulting as needed
Be sure to know that with all packages and services, you will be working with highly qualified accountants and CPA’s. CPA’s and accountants provide a high level of service and can be a contributing partner in your growth and cash savings strategies. Consider searching for an advisor who is a licensed Certified Public Accountant (CPA), as this designation is one of the most trusted, respected, and recognized in the financial industry. CPA’s carefully study accounting rules, tax laws, regulations, and monitor changes to optimize your value. If you have any questions or concerns relative to your needs or the services we offer, please contact us using the contact us box below or give us a call at 248-934-0550. We are located in Clarkston, Michigan and proudly service clients across the United States; we are here to help no matter where you are located.
Senter CPA: Your Accounting Team
Our goal is to be an extension of your team, help save tax dollars and achieve your accounting goals. We are your trusted accountants and advisors in Clarkston, Michigan. If you are interested in discussing accounting and bookkeeping solutions, please give us a call at 248-934-0550 or click the contact us button below. We look forward to hearing from you.
