客户谘询服务
何谓客户谘询服务?
在一个非常基本的层面上, 客户谘询服务 (CAS) fills the growing need for a back office support for your business. From general ledger maintenance to recording daily transactions, 支付服务, 银行和信用卡对账单, 月末结束, our team provides the support you need so you can focus on what you love. Through routine financial statement reporting and regular meetings, 意图 goes a step further: Our accounting and advisory service team will harness tech solutions to deliver a deeper understanding of your business’s data to deliver expert analysis and short- and long-term financial planning insight.
CAS allows you to rethink the traditional back-office structure. 通过提供定制, outsourced accounting services that leverage cloud-based solutions, your CAS team will take on the role of controller in your company. 超越事务性工作, you will receive reliable advice and strategic insight designed to help you better understand the company’s financial wellness, gain momentum and consider the big picture when making decisions.
近距离观察CAS
意图 & 比较靠谱的赌博软件' client advisory services are adaptable to fit your company. Whether you're looking for customized outsourced accounting solutions to tackle challenges ranging from recording accounting transactions, to looking for technology solutions to streamline your data entry work or anything in between; we specialize in helping businesses like yours do more with less.
他们自己, 记账等服务, month-end accounting support and data-driven consulting aren’t new. But by taking a different approach to these traditional services, we can reveal exciting opportunities for owners of small- to mid-sized businesses to drive real growth and meaningful results.
可定制的解决方案
与中科院, you can choose the appropriate level of support that addresses your business’s specific needs. 如果你需要有人处理日常事务，很好! If you're looking for ways to analyze real-time financial data to become more proactive in the marketplace, 这也很好. 您可以根据需要选择尽可能多或尽可能少的服务.
利用有效的技术解决方案, your CAS team can provide you with up-to-the-minute comprehensive accounting and financial information – allowing you to monitor your business anytime, 在任何地方. 关键信息在您的指尖, you have the tools needed to make key business decisions that will make a big impact today, 明天和未来.
技术是关键
意图’s client advisory services can be tailored to fit your specific business needs, 这意味着我们可以为您提供:
- 可定制且用户友好的仪表板.
- Access to a range of metrics designed to help drive business success.
- Superior analytical reporting that allows you to pull data and identify trends.
- 24小时访问关键业务报告.
我们使用什么技术来提供这些服务?
- QuickBooks®在线
- 比尔
- Expensify
- Restaurant365
- Qvinci
CAS is a game changer for small- to mid-sized businesses because it effectively levels the playing field among larger competitors. 现在, you can give your business the large-scale professional accounting department it needs, 没有面试的烦恼, 新员工培训, 培训和间接费用.
Your dedicated team of experienced accounting professionals are committed to providing you with ongoing strategic analysis and guidance to help you understand your business’s current financial position. This powerful knowledge will position you to take advantage of timely opportunities, 将风险降到最低，并有效地推动您的业务向前发展.
职位描述
您的外包会计和咨询团队将:
- Include an experienced advisor with insight into your company’s specific industry and marketplace.
- 定期留出时间讨论趋势, 基于当前业务数据的机会和关注点.
- Be available to offer ongoing strategic guidance on key accounting and financial management issues.
In addition to the predictable challenges businesses face throughout their lifecycle, 整体商业环境仍然难以预测. 意图 & 联营公司的专业服务团队, industry experts and business consultants work hard to stay on top of changing government regulations, 颠覆性的商业趋势和一般的行业关注. 当你和意图一起工作时，你可以:
- A growing team of the best accounting, tax and business advisory professionals.
- 专业的行业专家团队.
- A wealth of expert insight and ongoing professional education resources to help promote holistic business sustainability and growth.