Accounting Services
REDEFINE YOUR ACCOUNTING SERVICES
At C.S. West & Associates, PA, we provide cutting-edge client accounting & financial services, helping businesses gain clarity in their finances. We handle complex accounting operations, so you can focus on what you do best — growing your business with peace of mind and a solid financial strategy.
Our Accounting Services
- Virtual Bookkeeping: Streamline your financial transactions with our digital bookkeeping solutions.
- Outsourced CFO Services: Get access to high-level financial strategy and leadership without the cost of hiring a full-time executive.
- Financial Forecasting: Plan for the future with confidence using our sophisticated financial forecasting tools.
- Bill Payment & Invoicing: Save time and enhance cash flow management with our reliable bill payment and invoicing services.
- Budgeting, Forecasting & Cash Flow Analysis: Make strategic business decisions with the help of our financial projections and cash flow analyses.
Why Choose C.S. West CPAs?
- Personalized Approach: Our dedicated team provides tailored services to match your specific business needs.
- Advanced Technology: We utilize leading-edge accounting tools for efficient and accurate service.
- Strategic Insights: We transform financial data into actionable insights to fuel your business growth.
- Expertise: Our team is composed of experienced professionals with deep knowledge of the financial and accounting landscape.
- Efficiency: We leverage modern technology and tools to provide efficient and reliable accounting services.
ACCOUNTING SERVICES
- 1099 reporting
- Accounts payable processing
- Bank reconciliations
- Payroll processing and reporting
- Sales and use tax reporting
- Transaction recording
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CONTROLLER SERVICES
- All Accounting Services plus…
- Account Reconciliations
- Audit documentation preparation
- Cash management
- Consolidated reporting
- Designing control procedures
- Financial statement preparation
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FRACTIONAL CFO SERVICES
- All Accounting Services plus…
- All Controller Services plus…
- Budget preparation and reporting
- Cash flow analysis
- Financial forecasts and modeling
- Long-term financial strategy
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OUR ACCOUNTING PROCESS
Objective: Understand your business, financial situation, and specific accounting needs.
Activities: Discuss challenges, goals, and expectations during consultation.
Objective: Recap the initial consultation to ensure mutual understanding, agreement on fit and provide service level packages.
Activities: We will provide a summary of the key points discussed during the initial consultation, including your business situation, financial needs, and goals. We will also provide information on service level packages, as well as the following:
• Onboarding
• Cleanup/Catchup
• Monthly Accounting
• Client completion of Best-fit Assessment
• Best-fit Assessment results report
• Finalize Service Package Selection, if applicable
Objective: Formalize the agreement and scope of services to be provided.
Activities:
• Periodically review the scope of services with the client.
• Adjust and update the service package and engagement letter as necessary.
• Our firm will draft and send an engagement letter detailing services, responsibilities, fees, and terms.
• Obtain signed engagement letter from you(the client).
• Provide signed copy of fully executed engagement letter.
Objective: Secure commitment and cover initial setup efforts.
Activities:
• CSWA will invoice and collect the onboarding fee
• CSWA will confirm payment receipt and provide payment acknowledgment
Objective: Set up the client in our systems and gather necessary information.
Activities:
• Register on Online Secure Portal – Provide instructions and credentials for accessing the client portal.
• Upload Documents – Request necessary financial documents (prior tax returns, bank statements, etc.).
• Schedule Initial Strategy Meetings – Arrange the first of the four strategy meetings to outline objectives, timelines, and communication preferences.
Objective: Ensure your accounting software is setup correctly and ensure accounts are accurate and up-to-date.
Activities:
• Review & adjust settings in Accounting Software.
• Review & adjust Chart of Accounts.
• Review historical financial data and perform necessary adjustments.
• Categorize outstanding transactions.
• Reconcile bank accounts and correct any discrepancies.
• Arrange Strategy Meetings.
Objective: Provide ongoing accounting support and maintain financial records.
Activities:
• Regular Bookkeeping – Record transactions, process payroll, and manage accounts payable/receivable.
• Monthly Financial Reporting – Prepare and deliver financial statements (balance sheet, profit and loss, cash flow statement).
• Ongoing Strategy Meetings – Conduct regular meetings to review financial performance, adjust strategies, and plan for tax obligations.
Objective: Provide ongoing accounting support and maintain financial records.
Activities:
• Regular Bookkeeping – Record transactions, process payroll, and manage accounts payable/receivable.
• Monthly Financial Reporting – Prepare and deliver financial statements (balance sheet, profit and loss, cash flow statement).
• Ongoing Strategy Meetings – Conduct regular meetings to review financial performance, adjust strategies, and plan for tax obligations.
Objective: Ensure the service package continues to meet the client’s evolving needs.
Activities:
• Periodically review the scope of services with the client.
• Adjust and update the service package and engagement letter as necessary.
OUR CERTIFICATIONS
