Make Extra Savings now using our "Client Accounting Services"

Client Accounting Services (CAS) is a shift from traditional compliance-based accounting to a 360-advisory mindset. CAS is a fully customizable service, focused on your unique interests, challenges, and goals.

Beyond accounting, our CAS team provides access to complementary solutions, such as strategic tax planning, outsourced CFO, wealth management planning, succession planning, capital markets, and assistance with mergers and acquisitions.

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woman signing on white printer paper beside woman about to touch the documents
Accounting services include:

  • Accounting software training

  • Bookkeeping

  • Controller Services

  • Cashflow Projections

  • Data Access Anywhere & Anytime

  • Data Analytics

  • Electronic Bill Processing & Payments

  • Wealth Management

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two women sitting at a table looking at a computer screen
The following three offerings highlight product options we offer:
Click Here for CAS Advise
Virtual CFO & Outsourced Team

  • Bookkeeping

  • Financial reporting

  • Cash management and reconciliation

  • Sales tax and other local tax compliance

  • Payroll and benefit administration

  • Bill payment services (bank and credit cards) – including expense tracking and expense allocation

Offering 1: Standard business client accounting

This includes a well-curated selection of the basic accounting services and payroll Services most business owners would rather not perform on their own, including:

  • · Bank accounts reconciliation

  • · Reconciliation of electronic transactions into QuickBooks®

  • · Credit card statement reconciliation

  • · Monthly financial statement preparation

  • · Preparation of monthly budget reports

  • · Tax planning

  • · General business advice

  • · Tax return preparation

  • · Payroll preparation Submission of payroll taxes to agencies

  • · Payroll tax return preparation including PF, ESI & State Taxes

  • · Employee access to pay stubs and other information from their mobile devices

  • · Employer digital access to all payroll information

  • · Submission of HR & Payroll Compliances

  • · Pension and Gratuity Compliances

Offering 2: Complete business client accounting

As your client’s business matures, this package meets their more sophisticated needs. It includes everything in the standard packages, plus:

  • · Bill and payment processing

  • · Credit card expense and receipt tracking

  • · Employee expense report processing

  • · Recording deposits

  • · Account reconciliation

  • · Presenting financial information to clients via video conference once a quarter (all information should be available to clients in digital format)

Offering 3: Annual business tax

Many firms struggle with their annual business tax clients, who have a tendency to be needy and show up at the busiest time of the year to seek help. We should have a product that solves this problem. It’s important to note that this product is less about real-time information and more about accounting support throughout the year, making tax planning and compliance easier. This offering includes:

  • · Review of the general ledger on a monthly basis

  • · Tax planning

  • · General business advice

  • · Tax return preparation

  • · Complete individual client accounting

Benefits of hiring a CAS Advisor

• 80% of CAS clients say they have more time to focus on their business

• 68% report that accounting is easier and more efficient with CAS

• 30% say that with the help of their CAS team, they have increased profits and feel more prepared to make business decisions.
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person wearing watch near laptop

With more time to focus on the business at hand, the use of CAS will lead to higher productivity in accounting, increased profits, and greater opportunities for growth. In addition to the added value a team of accounting experts can bring, CAS reduces turnover costs. A dedicated team, the benefits of cloud-based technology, and improved standardization of processes across the board are some of the many benefits CAS offer. CAS uses PKGPL proprietary solutions to custom tailor reports with meaningful data and real-time insights.

Many companies feel that by hiring a full-time employee, they gain the high level of expertise they seek. However, this can be extremely costly and out of budget to what a company can afford. Ultimately, companies often settle for someone with a lower skill set to keep costs low or avoid hiring anyone altogether. By hiring a CAS Advisory Firm, you gain access to all layers of an accounting staff, in a scalable way, so that you have the exact mix of expertise and knowledge needed each step of the way. At PKGPL, we provide analysis and details regarding the management of cash and reporting to help you manage your business at a glance.

WHY CHOOSE PKGPL?

At PKGPL, our Client Accounting Services (CAS) are not a one-size-fits-all. Instead, we tailor our approach to fit your needs, which will evolve over time as your business grows. Our professional team will discuss all the different types of services we offer and customize a strategy that suits your needs. Although you will have one main point of contact, you will have access to the entire PKGPL team, who are experienced in accounting, assurance and advisory, tax, mergers and acquisitions, and wealth management.

Contact Us Today

Submit Your Business Requirement

Call us: 9821851058
Email: Info@pkgpl.com

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