Bookkeeping For Growth

We read between the lines of the systems, the softwares, and the financial statements to see the true financial story being told.

You don’t have to hand more dollars over to the government than they require, just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.

Every time we meet with a new business, we rediscover (together) the power of having the right information at our fingertips.

Too many businesses are trying to grow with an anvil tied around their legs because they don’t know how to spot financial problems BEFORE they become a catastrophe.

Or they are missing out on real chances for rapid growth … simply because they were blind to the data that would have shown them the way. Business owners are evaluating their success by “what’s in the bank” instead of having the kind of data and KPI’s that are possible when you have a true expert in your corner.

We can spotlight problems and whip your business finances into shape. We’ll reconcile discrepancies, complete payroll, track transactions, and generate regular reports to help you make GROWTH decisions and get your business’s financial well-being in shape.

Furthermore, we’ll help you see the possibilities on your business’s horizon by building budgets and identifying trends within your business so that you’re not caught in the humdrum of the status quo.

The future of your business doesn’t have to be a question mark.

People know our various accounting and bookkeeping services by these kinds of names:

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Accounts Receivable

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Accounts Payable

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Payroll & Benefits

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Expense Reimbursement

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Bank & Credit Card Reconciliation

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Month-End Close

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Sales Tax

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1099 Preparation

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Financial Reporting

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Accounting Software Management

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Inventory Control

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Financial Account Reconciliation

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Business & Financial Strategy

… but what we really do is give you the peace of mind to make your business as profitable as it can possibly be.

Let Us Help:

Work From Home Policy for Montgomery County and Tri-state area Businesses

There’s no better way to celebrate work than by taking a day off. The irony of the Labor Day holiday gets us every year, but we do hope that it provided a little extra rest on the front end of a busy fall season. We mentioned in one of my recent notes another piece of...

CAS & Associates, Inc.’s 4 Straightforward Questions to Uncover Your Business Why

I suppose there’s never been an easy time to be in business.  It’s tempting to look at the current economic situation and cite all the things working against business owners right now. And Google helps with that... My internet search this morning lent me the following...

Effectively Using Your Montgomery County and Tri-state area Company’s CRM For Sales Management

You want your business running optimally ALL the time. A good place to start is with evaluating your "tech stack.” Technology is evolving at a rapid pace. AI is sweeping through every industry. And what may have worked in the past for you may not be the best thing for...

Keeping Expenses Separate in Your Montgomery County and Tri-state area Business

Well, whether or not we’re headed for a recession is still in question. I’m sure you have your opinions on the matter. We’ll see how the Fed’s interest rate hikes (including the final one expected this week) have impacted things economically. Keep an eye on the Q2...

Keeping Expenses Separate in Your Montgomery County and Tri-state area Business

Well, whether or not we’re headed for a recession is still in question. I’m sure you have your opinions on the matter. We’ll see how the Fed’s interest rate hikes (including the final one expected this week) have impacted things economically. Keep an eye on the Q2...

When Your Montgomery County and Tri-state Business Might Need a Valuation

We’re nearing June 30 (the mid-year marker), which is a very smart time to move into a different gear in examining your business’s financial situation. Because, like the good business owner that you are, I'm sure you kicked off Q1 with a bunch of exciting goals and...

Using KPIs For Your Montgomery County and Tri-state Business

Being able to reasonably forecast upcoming problems has become an essential skill for Montgomery County and Tri-state business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Montgomery County...

Are Your Montgomery County and Tri-state Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Montgomery County and Tri-state clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or...

Use These Financial Reports For Business Decisions By CAS & Associates, Inc.

How do you make financial decisions for your Montgomery County and Tri-state business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a...

Struggling Montgomery County and Tri-state Businesses: Careful With Price Reductions

If you're struggling in your Montgomery County and Tri-state business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Montgomery County and Tri-state Businesses: Careful...

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Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!