Client Accounting and Advisory Services (CAAS)

Tailored accounting support designed for your success.

At CDS, our Client Accounting and Advisory Services (CAAS) are designed to support businesses by delivering proactive, industry-specific accounting solutions and strategic guidance. Our clients benefit from our extensive experience, advanced technology capabilities, and the depth of resources available across our firm.

We take time to understand each client’s unique challenges and objectives, partnering closely with management teams to streamline financial operations, strengthen internal controls, and adapt to evolving regulations.

Client Accounting & Advisory Services (CAAS) service line delivers proactive, controller-level accounting and advisory support that extends beyond traditional outsourced bookkeeping. Whether you need extra help in your office with daily activities, or interim accounting support during periods of transition, let CDS help you. Our CAAS team offers hands-on and direct financial management support across numerous industries. Our team will work with you to provide short-term assignments or long-term engagements with our experienced team of CDS experts. Save time, money, and resources by outsourcing your accounting, so you can focus on the heart of your business.

Key Services

• Bookkeeping & financial statement preparation
• Process improvement and automation
• Sales tax and other tax filings
• Accounting system clean-up, conversion, or consolidation
• Payroll services
• Staff training
• Tax collaboration
• Review and oversight of internal bookkeeping or financial statements

Our CAAS Key Leaders

Andrea Wimmer, CPA CAAS Manager	Allyson Gall Staff Accountant	Sammy Nelson Senior Accountant	Tabitha Benson Staff Accountant

ACCOUNTING SOFTWARE WE WORK IN

UR CLIENT ACCOUNTING AND ADVISORY SERVICES (CAAS)

CONTROLLER

• Month-end closing activities
• Consolidating accounting
• Inter-company accounting
• Operational and profitability analysis
• Managing accounting and bookkeeping staff
• Financial Statement analysis
• Analyze and streamline processes and procedures
• Training for new or current accounting software
• Onboarding and continual staff training with software

STAFF/SENIOR ACCOUNTANT

• Month-end closing entries
• Recurring projects
• Special projects
• Process Accounts Payable
• Process Accounts Receivable
• Financial Statement preparation
• Bank Reconciliations

ADVANTAGES OF CLIENT ACCOUNTING AND ADVISORY SERVICES (CAAS)

• Allow management to focus on what matters – the success of their business
• Leave accounting services, questions, and concerns to the experts
• Provide organizations with cost-effective ways to improve finance and accounting functions
• Ensure accurate and timely financial statements
• Guarantee continuity of accounting staff via cost-effective work share and seamless transitions
• Alleviates the burden of hiring, training, and maintaining accounting staff

Let us exceed your expectations. Call Andrea Wimmer at (320) 434-9003 to learn more.