(CAAS) Client Accounting and Advisory Services

Our Comprehensive Client Accounting & Advisory Services Help Companies Navigate Today’s Complex Business Environment.

Growing companies face a challenge: for you to stay focused on building your business, you need solid financial management with dependable accounting – a resource that may not be available in-house. Outsourcing your accounting functions can provide you with a fundamental competitive advantage.

KRD’s Client Accounting and Advisory Services (CAAS), sometimes referred to as Client Accounting Services (CAS), are geared towards managing business performance and increasing profitability. Through technology and expertise, we use your business’s financial data to deliver the tools and guidance you need to make informed and confident business decisions. We turn to tools like Power BI, Fathom and Finagraph which allow us to bring data together across different systems.

If your current accounting functions aren’t aligning with your business goals, KRD’s Client Accounting and Advisory Services can help. 

KRD’s CAAS group has worked with clients across a wide range of industries, including:

At KRD, we understand it’s not just daily accounting tasks that can be difficult. From the Tax Cuts and Jobs Act to COVID-19 legislation, the business environment is constantly changing. By using KRD’s Client Accounting and Advisory Services, you can ensure your business’s accounting functions keep up with tax law and regulation changes. 

Comprehensive Outsourced Accounting Services

KRD’s CAAS group provides the following services for clients:

  • Outsourced Accounting Services
    • Virtual Bookkeeping Services
    • Full & Partial Outsource Services
    • Scheduled Financial Reporting
    • Accounts Receivable & Accounts Payable
    • 1099 Compliance
    • Monthly & Quarterly Accounting Services
    • Sales Tax Research & Compliance
    • Depreciation Schedules

CFO-Level Services

Whether you need hands-on guidance during periods of transition, or can’t yet afford a full time CFO but still need financial advice, we can provide CFO-level services that best suit your business’s needs.

Our CFO-level services have the ability to implement all the systems and procedures your business needs for a sound financial future. We help owners, management and board members solve financial management issues by providing decades of financial expertise and turning data into insights.

  • CFO Level Services
    • Budgeting
    • Key Performance Indicators
    • Cash Flow Forecasting
    • Investor Reporting
    • Financial Projections
    • Small, Medium and Family Owned Accounting Services
    • Family Office Services

Accounting Software Solutions for Your Business

At KRD, we understand the importance of selecting the right software solution for your business’s needs, which is why we gain an understanding of how your business operates prior to developing a software solutions strategy.

We have over 20 QuickBooks ProAdvisors and on hand, so you can be assured you’ll receive the most accurate and up-to-date guidance available.

Partner with KRD’s Client Accounting and Advisory Services Today

Call us at 847-240-1040 or fill out our online contact form to get started today.

News

Read the latest news
from KRD and find out more.

KRD, Ltd. Wins ClearlyRated’s 2024 Best of Accounting Award for Service Excellence
Federal Court Rules Law Mandating Reporting of ‘Beneficial Owner Information’ Unconstitutional
How to Protect Yourself from 10 Common Tax Scams
State Employee Mandates and Federal Tax Uncertainty Mark 2024

Request a callback

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