Client Accounting Services

Client Accounting Services (CAS) is a solution for small business owners to focus time on the strategic aspects of operating their business and less time on accounting processes. We will automate and scale your accounting function into a seamless workflow from daily transactions to financial reports to tax projections and tax returns. With this automation in our cloud-based system, you will be able to view the processes in real-time through a dashboard.

Services Included

  • Transaction posting and classification

    monthly

  • Payroll processing and reporting

    per required payroll reporting schedule

  • Bank Account Reconciliation

    monthly

  • Financial Statement Preparation

    Keller & Associates will build a dashboard for owner to access in real-time

  • Sales Tax Reporting

    monthly, quarterly or annually

  • Tax Projections

    mid-year and end of year

  • Annual W-2 and 1099 Reporting

  • Tax Return Preparation

    excluding business reported directly on Form 1040

Services Not Included

  • Accounts Receivable
  • Accounts Payable
  • Cash Management

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Planning today will help minimize the effects of taxes and maximize earnings.