Client Accounting Services (CAS)

Briggs & Veselka Client Accounting Services can be tailored to your company’s needs, and we can work with you to identify the right services for you today and into the future.

With many clients, we’ve been able to provide better management reporting on a timelier basis and, in most cases, for a fraction of what it would cost for the client to staff the finance function themselves.

Clients benefit from our volume discount for certain accounting platforms; integration into our tax compliance practice when necessary; segregation of duties that create checks and balances; and an overall ease of doing business with a firm that historically receives client satisfaction scores three times the industry average.

See Our Three Step Process

Assess Your Needs

Free Initial Consultation includes:

  • One to two hour call or face-to-face meeting to discuss your business’ needs
  • Review of accounting reports and details
  • Customized proposal to meet the needs of your firm

Deep Dive Consultation Includes:

  • On-site review of processes and procedures
  • Discussions and job shadowing of current “accounting” staff
  • Benchmarking of current processes to successful companies of similar size or the size you desire to become
  • Evaluation of current accounting software based on current activity and forecasted growth of the company
  • Consultation report deliverable that outlines the current state of the accounting staff, processes, and systems with specific recommendations for next steps

Choose Your Accounting Solution Package

Financial Reporting Package Includes

  • AR and AP processing
  • Bank reconciliation
  • Payroll administration and reporting
  • Monthly financial statements
    • Historical cash flow
    • Cash flow projections
    • Balance sheet
    • Income statement
  • Monthly management meeting (approximately 1 hour)


Strategic Package

Includes all the services above, plus a custom management dashboard to include Key Performance Indicators that are most vital to operating a successful company. some examples include:

  • Cost of Goods
  • Margin analysis by product line, geography, etc.
  • Employee costs
  • Real estate costs
  • Trending data (period vs. previous period)
  • Forward-looking projections

In addition, this package includes dedicated hours of controller-level services per month to work with management on planning, infrastructure, and other financial related matters. 


How is pricing determined?

Pricing for these packages is contingent on the complexity of your operations and the current state of your financial reporting. Our experience has shown that our team of accountants and advisors provide greater value and cost savings than an “in-sourced” team. Through our use of technology and tools, we are able to provide a strong control environment and an efficient process that saves both time and money.

We find in many cases with new clients that a degree of remediation or “clean-up” work needs to be performed.  The cost of these services is usually the equivalent of one month’s ongoing fees.  The actual cost will be presented to and approved by the client in advance of any work being performed.  We know clients don’t like surprises, and neither do we.

Choosing Your Accounting Platform

Briggs & Veselka has partnered with QuickBooks Online and Sage Intacct in order to provide best in class software to our clients. Through our partnerships, we are able to work with clients to source the best solution and create the efficient reporting that best suits their needs. 

All of our Accounting Service associates are QuickBooks ProAdvisors and Sage Intacct certified which allows us to smoothly assist with the onboarding, customer reporting, and other issues related to your accounting systems.

By our use of technology, we provide tools to manage Expense Reporting, Budgeting, Bill Payment and other transaction streams that a strong accounting department captures.

We are able to fully integrate our accounting processes and systems into your business. We are your full outsourced accounting department in order for you to dedicate your attention to running your business. 

Other Ways We Can Assist

Tax planning and compliance – the Briggs & Veselka tax department can assist with the planning and preparation of your personal or business tax returns. Our Accounting Solutions clients find that the process of working with one firm to complete their bookkeeping and tax compliance makes the entire process more seamless and cost efficient.

State tax compliance – the firm is one of the few middle market CPA firms with a robust state & local tax department which can assist with compliance, audit defense, and new market planning related to state and local tax liabilities. In the past three years, our SALT group has identified more than $25 million in savings for our middle market clients in a variety of industries.

Resource Solutions – we can also source temporary or full-time finance and accounting professionals for clients who need additional short-term assistance or for full-time staffing from accounting clerks to CFOs.

Month-End Close Advisory – Our month-end closing procedures can streamline your books to close in 5 days, the benchmark for Fortune 100 companies. This provides management with accurate and timely financial data, important needs for effective management of well-run companies.

Team Leadership

Fast Facts

  • Unique service model in which QC and project management is conducted by B&V professionals
  • Blended model included in hourly costs, resulted in great efficiency and minimal rework
  • Competitive rates and flexible engagement parameters
  • Many engagements staffed by full-time B&V CPAs and professional
Find All Outsourced Accounting Services Professionals

    David Phelps Business Advisory Partner, CPA 713-353-1941 EDUCATIONB.S. in ...
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    Sonny Brandtner Risk Senior Director, CPA, CFE 281-917-7541 EDUCATIONB.B.A ...
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    Kevin Stewart

    Kevin Stewart

    Principal, CPA, CFE


    Jana Kelly

    Jana M. Kelly, CPA

    Tax Manager