Client Accounting Services

Client Accounting Services

Enjoy an Easier Accounting Experience

Make smarter and more timely business decisions with real-time insights.

Unfortunatley, most business owners are not aware of their true financial position, which makes it difficult to make critical management decisions that can affect their bottom line. If you own a business, our Client Accounting Services will save you time trying to maintain essential accounting records and help give you a better understanding of where your company is in meeting your financial goals.

A business owner’s biggest strength is running their business. We take care of the accounting aspects, leaving you with more time to focus on what makes your business thrive. Our dedicated team of accountants can report your current financial position at less than the cost of hiring a full time controller while becoming an integral part of your business.

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.

Every Business is Different

We develop a system tailored to your business’s unique needs.

Every business’s operations and goals are unique which is why our solutions are scalable and customized to your business. We will provide cost-effective support and seamlessly integrate our services with your business.

We can create a team consisting of your staff, our Client Accounting professionals and our CPAs. By choosing to utilize our experts, you aren’t paying the hefty salary of a CFO, nor are you relying on staff without the proper training and expertise to report the critical financial information needed to grow your business.

We offer short-term project based support, long-term partnerships and everything in between.

Typical CAS Services Include:

Financial Statement Preparation
Financial Statement Preparation
General Ledger Management
General Ledger Management
Cash Flow Management
Cash Flow Management
Payroll Preparation and Reporting
Payroll Preparation and Reporting
Accounts Payable
Accounts Payable
Accounts Receivable
Accounts Receivable
Transaction Processing
Transaction Processing
Virtual CFO Services
Virtual CFO Services
Business Advisory
Business Advisory

Top Reasons Businesses Appreciate CAS

More time to focus on business
Accounting is easier and more efficient
Less worry about mistakes
More prepared to make decisions


Real-Time Business Intelligence

Access your financial standing in real-time working in the cloud.

We utilize cloud computing to provide real-time accounting data that can be accessed from anywhere. Working in the cloud allows your team to have direct, real-time, access to all of your financial information. This allows your team to stay informed with the most accurate information at that moment to make intelligent financial decisions. The experts at RBT CPAs are able to consult on each decision along the way.

Options for Working Smarter

Client Accounting Services and Cloud Computing

The RBT CPAs Advantage

RBT CPAs Client Accounting Services

Accounting & Finance

  • Sales Forecasting – Projections &
  • Performance Monitoring
  • Financial Statements & Analysis
  • Cash Flow & Budgeting


  • Invoicing & Billing
  • Inventory Control
  • Accounts Receivable
  • Bank Reconciliation
  • Cash Disbursement
  • Cash Management
  • Job Costing & Profitability

Our Client Accounting Services group can help to reduce your backoffice overhead and improve business processes.

FAO (Finance and Accounting Outsourcing) Value Proposition Shifts with Cloud Computing
  • Significantly reduces overhead
    • The F&A back-office is a cost center and does not generate income
  • Optimizes process and improves workflow
  • Allows management to focus on core competencies
  • Provides accountability with a trusted business partner
  • Improves business process agility
  • Improves back-office operational efficiencies that impact the front office
  • Re-directs F&A expenses to finance corporate growth strategies
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Your Back-Office Outsource Partner

RBT CPAs are a true finance and accounting outsource partner who owns the task of processing, reporting, analyzing and providing decision support to you so that can focus on achieving your VISION. Our firm provides proven and sustainable return on your investment and marked cost savings. Let’s get started today!

To learn more about our Client Accounting Services please fill out the form below:

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