Client Advisory

Client Advisory Services

CAS – Client Accounting Services:

We are a true finance and accounting outsource partner who owns the task of processing, reporting, analyzing and providing decision support to our clients to allow the focus to be on achieving their visions.

We utilize cloud computing to provide real-time accounting data that can be accessed from anywhere. Our services help reduce our clients’ back-office overhead and improve over-all business processes by acting as our clients’ bookkeeping aspect of practice management. We automate the import of bank and credit card transactions, allow our clients to view and approve bills from anywhere and reduce the need for the storage of paper invoices.

Our CAS services include:

  • Accounts Receivable Maintenance
  • Accounts Payable Maintenance
  • Bank Reconciliations
  • Cash Management
  • Invoicing and Billing
  • Financial Statement Preparation & Analysis
  • Cash Flow & Budgeting
  • Sales Forecasting—Projections & Budgeting

For more information on our Client Advisory services please email or call:

Barbara E. Ostrander, CPA, Partner
845-485-5510, Ext. 324

David Gasparri, CPA
845-485-5510, Ext. 318