Support for your CAS Practice
Dedicated Resources to Help Manage Your Client Accounting Services Practice
Whether you are providing outsourced accounting or advisory services, growing your CAS practice requires a thoughtful approach to growing your capacity and managing your processes at scale.
Cross Trained, Full Service Teams
We focus on cross training our people so you can use them on a variety of tasks throughout the year.
Tax Services
Tax preparation and filing for
- Business – 1040, 1065, 1120S, 1120
- Nonprofit returns – 990, 990PF
- Consolidated Tax Returns
- Gift and Estate Tax Returns
- Multi-State Taxation
- Foreign Corporation – Form 1120-F
- Foreign Partnerships and trusts – Form 8865, Form 3520
- Foreign Compliance (5471, 5472 etc)
CFO/Controller Support
- Tax planning and compliance
- Drafts filings, such as petitions for redetermination, refund claims, and various other administrative replies.
- Accounting clean-up
- Budgeting and Forecasting
- Review of Financial Statements
- Indirect tax filings such as annual reports
Accounting Services
- Costing, vertical & Horizontal analysis
- Management of cash balance by funds
- Prepare for and support the annual audit.
- Yearly budget preparation & periodical analysis
- Setup and maintain a fixed-asset sub-ledger for accountability and calculating depreciation
- Develop operating and capital budgets and integrate with financial reporting
- Form 990 Reporting
- Design chart of accounts
- Preparation of financial statements
- Statement of Financial position (balance sheet)
- Statement of activities (income statement by fund)
- Cash balance by fund
- Support financial forecast component to long-range strategic planning.
- Cash flow preparation and forecasting
- Conduct special financial analyses.
Bookkeeping Services
- Accounts Receivable
- Accounts Payable
- Reconciliations
- GL Accounting
- Recording to Reporting Activities
- Payroll Activities
Process Optimization
We use technology and process to ensure you’re always in control of the work we do.
Work Management
We can work with your existing practice management software to manage the work. We also offer task management through our partnership with Monday.com – an award winning WorkOS that can be configured to match your process.
Team Dashboards
Our Team Utilization and Allocation dashboards let you know at a glance how effectively you’re using your teams – How is my team being utilized? What is my team working on? How efficiently are they working?
Software Expertise
Why Accsurant
We provide you with quality staff you can rely on with the margins you need to grow your business.
- Stability: We’re a subsidiary of MResult, an American company based in Connecticut with 16 years of experience delivering knowledge-based teams to Fortune 500 companies
- Reliability: Our turnover rate is less than half of the industry average
- Partnership: A true partner that is willing to share the risk by starting small and growing your team as needed.
- Process: A proven method for improving margin and operations for Outsourced Accounting Practices
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