A view from the cloud

Our CAAS group provides virtual, outsourced CFO, accounting and business advisory services. Our team provides comprehensive, real-time data at the touch of a button, providing the knowledge and insight you need for efficient financial management, accurate reporting and full compliance for your organization.

Our cloud-based CAAS services also offer peace of mind, because your data won’t be lost or compromised due to issues with your devices like damage, malfunction, loss or theft. Our secure servers are routinely maintained to provide added protection.

Virtual accounting services are simple to establish, offering seamless integration with many of the key systems you currently use. There’s no need to load, manage and update software for every device—everything you need is accessible online from any device as soon as it’s registered.

Outsourced virtual accounting is also a great way to increase efficiency without increasing costs. We can deliver services at a fraction of the cost of a conventional approach, which translates into a substantial return on investment for your business.

CAAS Services

Go beyond maintenance and grow

CAAS services free you to focus on your organization’s mission by enabling each of us to do what we do best. With cloud-based services, we can handle financial and operational responsibilities for you and take it a step further by leveraging your data for growth. Our team of virtual CFOs understand marketplace trends and benchmarks; with real-time access to accurate, complete accounting records, we can define the metrics of your business and provide timely, effective insights to inform your decisions.

Accounting and Financial Management Services:

  • Accounting and bookkeeping
  • Virtual CFO/Controller
  • General ledger, accounts payable/receivable, expenses
  • Financial reporting, profitability analysis
  • Cash management, budget compliance
  • Cash flow projections
  • Purchasing, online giving
  • Tax, regulatory compliance
  • Internal controls assessment
  • Collect and organize information needed for audits
  • Maintain compliance for IRS and other governmental entities
  • Negotiate purchases and sales of equipment or services

Sage Intacct Services

  • Systems customization, installation, configuration
  • Workflow customization, creation
  • Financial transactions processing
  • Real-time management reporting
  • CFO oversight, advisory

QuickBooks Online Services

  • Systems customization, installation, configuration
  • Conversion from QB desktop to QBO
  • Set-up, training
  • Monthly bookkeeping
  • Compilation, review needs

Comprehensive Payroll Services

  • Paychecks, direct deposit
  • Tax filing, payments

Bill Pay Services

  • Manage accounts payable/receivable
  • Scheduled/recurring payments
  • Online bill storage with anytime access

Employee Reimbursements &
Credit Card Transactions

  • Integrated cloud platforms for transactional processing

Business Planning and Operational Efficiency

  • Benchmark and track key performance indicators and trends
  • Determine areas of greatest profitability and opportunity
  • Assist in planning for acquisitions, including finance options
  • Propose ways to save money
  • Manage cash flow and projections
  • Identify business software to streamline processes
  • Suggest financial and operational improvements
  • Plan for estate and/or transition of ownership

CAAS Industries Served

Not Just experts – Experts in your business

For efficient growth, your business advisors must understand your particular industry’s rules, regulations and trends. Our professionals are dedicated to providing expert advice and services for three distinct niches: education, tax-exempt organizations, and churches. Our years of experience serving clients in these areas, alongside industry-intensive training and continuing education, allows us to deliver relevant, specific insights and services that are laser-focused on meeting your needs. 


We Always Do Our Homework

Whether you’re a K-12 private school, a charter school, a post-secondary school or a career or vocational institution, it’s no small feat to navigate substantial regulatory oversight, adherence to government-mandated rules, and accreditation requirements. Let us make accounting and operations as efficient and effective as possible with CAAS services provided by professionals with extensive backgrounds in the areas of financial aid, Title IV compliance, and more.

CAAS Tax-Exempt Organizations

We know your business by heart

Accounting requirements for tax-exempt organizations are complex and specialized. Many of our team members possess first-hand knowledge from serving on nonprofit committees and in critical board roles. For years, we’ve helped organizations like yours evaluate and implement proper internal controls and maintain compliance with all local, state, and federal regulations.

We also understand that your revenue is dependent upon availability of funding and giving. We can provide recommendations to improve efficiency, manage finances to bolster your success through slow revenue periods, and identify tax-saving opportunities that other firms might overlook.

Meet the CAAS Team

Vision for your growth

Take advantage of the expertise of a professional CFO or controller without the commitment. Our CAAS group offers CFO-level experience with the ability to identify and resolve potential issues before they affect your business, and they’re always looking for growth opportunities. We’ll listen to your plans, learn about your business, and recommend the right combination of services for your needs. We can be involved as much or as little as you need us. 

Have a question?

Emily Cook CPA, 214.274.3941

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