Client Accounting & Advisory Services (CAS)

Client Accounting & Advisory Services: Cost-effective outsourcing

Finance-related tasks — from basics like bookkeeping and payroll to game-changing strategic decisions such as structuring an acquisition — are what keep your business humming.

But they can also divert your attention from your bigger goals, especially if you’re hands-on doing the grunt work or supervising a junior staff member. And without the right systems and processes, you may not even be getting the information you need to map out your next steps.

Magone & Company’s Client Accounting Services (CAS) help growing companies focus on revenue-driving opportunities while we handle the day-to day back office accounting functions that keep your business humming.

The right fit at the right time

Our CAS team has the expertise to handle finance-related tasks at every level — for less than the cost of hiring a full-charge bookkeeper or staff accountant. Call 973-301-2300 now or request a consultation online to learn more.

Choose from four service levels tailored to your specific requirements:

Bookkeeping

Our skilled team takes on administrative tasks like payroll, bill pay and reconciliation of bank and credit card statements. Our mobile-friendly platform lets you review and approve tasks on your schedule. We keep the day-to-day moving so you’re free to think, plan and create.

Outsourced Accounting

Growing businesses need more than basic bookkeeping support — for example, a process to report results if you’re seeking investors, partners or financing, or if you’re looking to expand geographically.
The CAS platform scales to include easy-to-read reporting on basic Key Performance Indicators (KPIs), so you know just what you need to achieve your goals. Plus, we’ll also handle your annual tax preparation and filing.

Full-Service Advisory

Everything above, with a focus on strategic initiatives — think mergers and acquisitions, bank financing and cash flow, sales compensation structure, incentive compensation plans, gross margin analysis, process and procedures or sale of the business.

3 Steps to Success

All CAS Services are custom-tailored to your business, so we start with a three-point onboarding process to assure the strongest outcome:

• Assessment — We meet to better understand your current processes, including payroll, bill payment, financial reporting and invoicing. We map out via flowchart and indicate areas where efficiencies can be achieved via the CAS platform.
• Implementation — A Magone & Company implementation specialist constructs your chart of accounts, integrates third-party programs as needed, develops custom reporting dashboards, and oversees quality assurance testing of the system.
• Service Initiation — Delivery of your custom CAS service platform begins.