About Client Accounting And Advisory Services

 

Focus on generating numbers, not crunching them.

ssb-caas-header-photo

 

By partnering with SSB to provide Client Accounting and Advisory Services (CAAS), you will no longer be burdened with hiring, training and managing an accounting department. You can rest assured that your financial information is accurate and up to date—so you can make important business decisions with confidence.

female-using-calculator-while-reviewing-cpa-accounting-reports

 

SSB provides client accounting and advisory services that go far beyond bookkeeping. Building on more than 40 years of service and depth of experience, we utilize secure cloud-based technology platforms to provide you with accurate, real-time financial data.

CAAS FAQs | Our Services | Meet a CAAS Expert | 

TO LEARN MORE, SCHEDULE A COMPLIMENTARY CONSULTATION WITH US:

You didn’t start your business to perform accounting services—but we did.

We believe that having access to timely and significant performance indicators is the key to leading a successful organization. By seeing this information presented in relevant terms on a consistent basis, you can truly begin to monitor and predict the direction of your business.

Let's Get Started

 

caas-business-owners-man-and-woman

 

A study conducted by CPA.com—the technology arm of the American Institute of Certified Public Accountants (AICPA)—and Bill.com identified the following:

Businesses that outsource their accounting needs report significant benefits, including higher profits and revenues, being better armed to make business decisions and enjoying an easier accounting experience.
 
When asked what they appreciated the most about outsourcing their accounting needs:

ssb-caas-80percent

80% said it gave them more time to focus on the business.

ssb-caas-68percent

68% said it makes accounting easier and efficient.

ssb-caas-50percent

More than half said they worry less about mistakes.

Owning a business and doing the books at the same time can take your focus away from growing the company. Having help from accounting professionals who understand your business and accounting procedures could be one of the best decisions an you can make.

Services We Offer

Bookkeeping and Accounting

Our experts will keep records of financial transactions and prepare financial statements so you can focus on the bigger picture of your business.

Controllership

We oversee your company’s financial health by taking over the financial reporting process.

CFO Services

Our team ensures all procedures are thoroughly monitored to strengthen security and offer accurate financials.

QuickBooks Consulting

Our accountants can help with every aspect of QuickBooks. This includes inventory cleanup, business process, workflow and more.

Did You Know?

21% of small and medium-sized business owners admit to not knowing enough about bookkeeping.

An ICAS 2016 study discovered that 30% of small and medium-sized business owners consider accountants to be their most reliable collaborators.

Talk to an Expert

Adam Timblin, CPA

Our team of strategic advisors will help you develop a plan to keep you on the road to financial success and profitability in today’s constantly changing business environment.

ssb-caas-speechbubble

 

ssb-caas-agent
 

330-533-1131

Book Online

3 Reasons to Partner with SSB Client Accounting and Advisory Services

The reality is the more time you’re worried about accounting, the less time you’re spending on your business. Outsourcing your accounting services adds efficiency and saves you time that could otherwise be used to focus on what’s important–your business.

Running the accounting and financial side of your business can be stressful. That’s why working with a trusted, proven professional firm with industry expertise can make all the difference.

Whether it’s improving cash flow, minimizing costs or identifying tax savings opportunities, working with a professional CPA can add significant value to your company.


CAAS FAQ



Learn More

 

 

Contact SSB CPAs today to learn how we provide financial expertise for your industry.

5 min read

8 Steps Toward Enhanced Financial Security

During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of...

2 min read

Investigate Operations Before Signing an Employment Contract

When considering joining or merging with a medical practice, you need to perform a due diligence investigation into the...

3 min read

Business Owners: Failure to Substantiate Donations Can Be Costly

Charitable donations can provide businesses with significant tax savings. But for gifts over a certain amount, they...

6 min read

Top 10 Tax Breaks to Consider on Extended Returns

If you requested an extensionfor your 2023 federal income tax return, you have until six months from the original due...

7 min read

Computing Tax Basis Counts when Selling a Highly Appreciated Home

Residential real estate prices in many markets have surged over the last few years. As a homeowner, you may be sitting...

4 min read

IRS Issues New Final Regs on RMDs

The IRS has just released final regulations on required minimum distributions (RMDs) from qualified plans and...

3 min read

How to Protect Your Business from Payroll Fraud Schemes

Payroll fraud is a threat to any business that pays employees or contractors. Unfortunately, this type of financial...

7 min read

Savvy Homebuying Option: Take Out a 401(k) Loan, Then Recast Your New Mortgage

Are you in the market to buy a new home? If you already own a home, most of your liquidity may be tied up in that...

3 min read

How to Manage Taxes in Retirement

You're planning and saving money for a financially secure retirement. Good for you! But don't neglect the one factor...

News & Updates


5 min read

8 Steps Toward Enhanced Financial Security

During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of...

2 min read

Investigate Operations Before Signing an Employment Contract

When considering joining or merging with a medical practice, you need to perform a due diligence investigation into the...

Quick Links


Services We Provide

 

Industries We Serve

logo-aicpa member-logo-white-web-e1476367426334 blue-seal-63-134-schroedelscullinbesticllc-1417 yw-regionalchamber-2020-1 QBO-ProAdvisor Bill-com-certified