Client Accounting & Advisory Services (CAAS)

Reliable, Scalable Accounting Solutions for Growing Businesses

As a solid business foundation, keeping accurate financial records is essential for managing cash flow, maximizing tax deductions, and making informed decisions. Small to mid-sized businesses benefit from ongoing accounting and financial management services that streamline operations and improve financial clarity.

"Our goal is to provide more than just accounting services. We become an extension of our clients' teams, offering financial insights that help them run their businesses with confidence."
— Lou Zampetti, Accounting Services Leader

Team collaborating on business strategy with BKC financial advisory support

Why Businesses Work with BKC for Accounting Solutions

Every business can benefit from proactive financial oversight and timely reporting. Working with BKC, you'll get the personalized attention of a dedicated bookkeeper and accounting advisor. Choose the service level your business needs today, with options to easily expand as your business grows.

Contact the Accounting Team Leader

Client Accounting & Advisory Services (CAAS)

Accounting Software Setup & Maintenance

QuickBooks Online (QBO) setup, onboarding, and ongoing bookkeeping to keep financial records accurate.

Month-End & Quarter-End Close

Bank reconciliations, transaction recording, and financial statement preparation.

Payroll & Sales Tax Compliance

Assistance with payroll processes, sales tax filings, and 1099 preparation to meet regulatory requirements.

Financial Reporting & Review

Quarterly financial statement preparation and discussions to help business owners understand financial performance.

Customized Accounting Support

Scalable solutions that adapt to business needs, whether supporting an internal controller or acting as an outsourced finance department.

Outsourced Accounting and CFO Services

Bookkeeping and financial reporting, Budgeting and forecasting, Cash flow management.

Contact the Accounting Team Leader

BKC Clients

Businesses requiring consistent, ongoing financial management support and strategic guidance rely on BKC's Client Accounting and Advisory team. Clients include small to mid-sized businesses, construction and real estate companies, and growing service-based businesses. Some organizations come to us when they don't require a full time accounting team, while larger organizations supplement their daily accounting team with our advisors to focus on advanced financial matters that impact growth and reaching your goals.

What to Expect

Dedicated Team Member

A single point of contact ensures familiarity with each client’s unique financial needs.

Ongoing Financial Oversight

We handle the details, identify inconsistencies, and provide timely insights.

Seamless Collaboration

Integrated support from tax, HR, and financial planning specialists to help businesses grow.

How We’re Helping Clients

Reducing Payroll Overcharges – Identified unnecessary payroll fees, saving a client $19,000 annually and allowing them to expand their workforce.
Supporting Business Growth – Provided financial oversight and reporting to help a service business expand without hiring in-house accounting staff.
Enhancing Financial Decision-Making – Delivered monthly financial reviews to give business owners a clearer picture of their profitability and cash flow.