Cloud Accounting Services (CAS)
We provide full service Cloud Accounting Services or “CAS” to meet the changing needs of our business clients. The Cloud has given us and our clients the ability to have real time access to accounting and financial data. Given these changes, business owners want more on-going professional accounting assistance and CPA financial advisory help. These new CAS and advisory services allows us to provide our clients with forward looking, proactive and value-added services. Our menu of CAS services include:
Cloud Hosted QuickBooks (QB) accounting software, including 24/7 support. Internet accessible QBs services includes the most current version of QB’s Premier software, daily back-up, virus protection, and access to Microsoft office apps all on a cloud server;
Full service payroll services, including direct deposit, quarterly and year end payroll filings, W-2’s, 1099’s and tax deposits, utilizing ADP’s Run systems managed through B&A’s professional staff. We can typically match the price you currently pay to a third-party payroll company;
Other payroll and HR related services including timely posting of payroll activities into your QB’s, transferring of on-line employee and employer retirement payments, processing of workers comp, garnishments, special owner comp and tax withholdings, and other HR related matters;
Real time QB’s accounting oversight, import of bank and credit card activities through direct download from bank and credit card companies using QBs interface software, monthly bank and credit card reconciliations, general accounting entries for depreciation, amortization, lease and loan payments, owner draw and advances, etc.;
Professional customized QB’s Internal Financial (FS) Reporting to help you manage business profits, cash flow, strategy, budgeting and business planning. This service provides you with timely and well-organized customized financial package soon after each calendar month-end;
CFO commentary and advisory using the customized monthly FS Reporting Package
Proactive business and owner tax planning and regular meetings to review and discuss tax saving opportunities
QB Pro-Advisor training and support for your in-house staff.
Other related services include: business and owner personal goal planning, trust and estate planning, business sale and succession planning and full range of financial planning services, including insurance (health, life, disability and LT Care), retirement plans (401(k), IRA, SEP, Simple), 529 college savings plans, and personal retirement planning offered through Burke & Associates Financial Services.
CPA Prepared Audit, Review, & Compiled Financial Statement Services
We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability, efficiency, and value. We provide financial reporting on all three levels of assurance:
Audit - an intensive examination with the highest level of assurance
Review - some analytical procedures conducted with limited assurance
Compilation - based upon client information provided and used primarily for internal use