Client Accounting & Advisory Services

Discover our CAAS Excellence

Running your business is a big job. One you shouldn’t have to do on your own. Business owners often have to wear many hats, taking on a variety of responsibilities to keep their organizations running smoothly. You deserve a partner on your side who can help shoulder your bookkeeping burden, advise on key decisions, and meet your business needs. That’s where we come in.

Efficient business processes are critical to effective management. Yet, it is common for most businesses to experience struggles with system set-up, timely report generation, or other financial activities. Our client accounting services team takes an active role in understanding your business, information needs, staff structure, and internal processes to provide solutions tailored to your company. De Boer, Baumann & Company’s client accounting and advisory services include:

  • Maintain Client Accounting System
  • Reconciliation of Financial Accounts
  • Management of Online Payroll and Payroll Filings
  • Preparation of Annual Subcontractor Reporting Forms
  • Preparation of Financial Reports and Key Performance Indicators
  • Preparation of Sales Tax Returns
  • Set Up and Support QuickBooks Software, Including Training
  • Assistance With Capitalization of Assets
  • Maintain Depreciation Schedules
  • Business Advisory Services
  • Tax Strategy Support

Contact us to learn more today!