Client Accounting Advisory Services
Bring Clarity and Efficiency to Your Accounting Operations
ClearPoint CPAs offers client accounting advisory services designed to help businesses streamline their financial processes, strengthen internal controls, and support confident decision-making. As organizations grow, financial needs become more complex — and our team provides scalable solutions that adapt to those evolving needs. Whether you need full-service outsourced accounting or targeted support for internal processes, we deliver accurate, timely, and audit-ready financial data. Our professionals manage your monthly, quarterly, and year-end financial close processes, prepare financial statements, maintain general ledger accuracy, and provide seamless support for tax reporting and compliance.
Our services integrate people, processes, and technology to create a smooth and efficient back-office accounting operation, giving leadership greater visibility into financial performance. We assist with everything from daily bookkeeping to financial reporting, tax filings, reconciliations, and payroll administration, ensuring your accounting function operates smoothly and supports your organization’s long-term goals. By partnering with ClearPoint CPAs, you gain a dedicated team that helps you focus on what you do best—while we handle the numbers with precision and care.
Our Client Accounting Advisory Services offerings include:
- Month-end, quarterly, and annual financial close
- Financial statement preparation (balance sheet, income statement, profit & loss)
- General ledger management, journal entries, and reconciliations
- State and local tax filings, business tax compliance, and sales tax reporting
- Payroll processing, payroll tax filings, W2, and 1099 year-end reporting
- Bank account and credit card statement reconciliations
- Technology-supported accounting services using QuickBooks Desktop, QuickBooks Online, and Sage Intacct
- Comprehensive support for audit-readiness and year-end financial preparation
Our Team
Our team is built on collaboration, integrity, and a shared passion for guiding clients toward success.
