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client accounting and advisory services (CAAS)

our client accounting and advisory services:

bookkeeping & payroll
  • Transaction Coding
  • General Ledger Management
  • Accounts Payable & Receivable Processing
  • Payroll validation, preparation & distribution
  • Regulatory Compliance (W-2, W-3, 941, TWC reports, etc.)
  • Onboarding and outprocessing employees
  • Employee file maintenance
Accounting & financial reporting
  • Monthly Reconciliations of Cash, Credit & Loan Accounts
  • Monthly Management Reporting (Income Statements, Balance Sheets, Statements of Cash Flow)
  • Revenue and Expenditure Cycle Management
  • Subsidiary Schedules (Work in Progress, A/R & A/P Aging
  • General Ledger Setup
  • Vendor Maintenance
Tax preparation & compliance
  • Strategic Tax Planning and Optimization
  • Timely preparation and filing of returns
  • Support with IRS Audits and Inquiries
  • Preparation of 1099’s
  • Unemployment Claim processing
  • Maintenance and payment of Employee Benefit Programs
Financial Advisory & strategy
  • Detailed financial performance analysis
  • Trend Analysis
  • Financial Forecasting
  • Budgeting
  • Advisory meetings to identify opportunities
  • Ongoing Business Optimization

Why invest in caas?

“I couldn’t love this firm more! They have gone above and beyond caring for our financial needs from the daily books to annual taxes. They know and care about our businesses just as much as we do! Our previous firm left our records a jumbled disaster, and The Morrison Firm worked to get everything sorted out and allocated appropriately, I would give them 10 stars if I could.”

Nikki A., Business owner

Financial clarity: Accurate bookkeeping and reporting for precise business insights. 

Strategic advisory: Expert financial guidance aligned with business goals 

Time savings: Outsource daily financial tasks, enabling you to focus on your core business. 

Scalability: Customized financial solutions that grow and evolve with your business. 

Gain clarity. Make strategic decisions.

Managing your business finances is more than just bookkeeping—it’s about having clear, actionable insights to help inform strategic decisions. The Morrison Firm’s comprehensive CAAS combines meticulous bookkeeping, payroll, tax preparation, financial reporting, and strategic advisory to give you a complete financial management solution tailored to your business.

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FAQs

CAAS combines outsourced accounting with proactive advisory support. It goes beyond traditional bookkeeping—providing accurate financials, real-time reporting, and strategic insights to help business owners make confident decisions.

Traditional accounting often looks backward, focusing on tax filings and compliance. CAAS looks forward—helping you plan, budget, and grow with timely data and expert advice. We act as your financial partner, not just your tax preparer.

CAAS is ideal for business owners who:

  • Wants clean, reliable books without managing an in-house team
  • Needs regular financial reports to drive decisions
  • Are growing quickly and need scalable accounting support
  • Value ongoing advisory input to reduce risk and maximize profits
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With CAAS, you get more than numbers—you get clarity. It is possible to provide customized dashboards, cash flow projections, KPI tracking, and profitability analysis by customer, product, or service. These insights help you see where your business is thriving and where adjustments are needed.

CAAS is delivered as a monthly retainer service, making costs predictable—no surprise billings. Pricing depends on the complexity of your business and level of support needed, but our goal is always to provide more value in insights, efficiency, and growth than the investment itself.