Client Accounting & AdvisoryDesigned to suit every stage of the business lifecycle
Business owners and management teams are always looking to achieve more with less. Superior finance and accounting support can be your greatest asset, offering the peace of mind that comes with access to timely, reliable data, reduced risk, and insights for making informed business decisions.
We rely on the latest technology and accounting processes to drive efficiency and deliver accounting support designed to suit your business perfectly. Our team and tools integrate with your operations to become a valuable contributor without the added overhead.
ESSENTIALS
Ideal for early-stage businesses or those with basic accounting needs, including:
- Bank Reconciliations
- Accounts Receivable/Payable
- Cash Basis Financial Reports
ADVANCED
For more complex, evolving organizations with an in-house CFO or Controller. Includes features like:
- Key Performance Indicator (KPI) Development and Reporting
- Financial Ratio Reporting with Comparison to Specific Industry Benchmarks
- Accrual Basis Financial Reports
- Fixed Asset Management
- Inventory Accounting
FULL-SERVICE
For mature businesses seeking greater efficiencies, gain access to a fully-equipped back office to handle all financial reporting, processes and procedures. In addition to our complete suite of outsourced services, benefit from:
- Transactional Accounting (AP, AR, Cash Disbursement)
- Bill Payment and Automation
CUSTOM IMPLEMENTATION, CONSULTING & SPECIAL PROJECTS
Our team's capabilities might be the perfect solution to support other unique needs or special projects, including:
- Analysis of Financial Controls
- Assistance with Bank Lending Queries and Applications
- Cash Flow and Debt Management Assessment
- Customized Management Reports
- Budgeting and Cash Forecasts
Need more information?
Contact us to schedule a complimentary consultation to discuss your needs and explain how we work.
Jeff Clark
Jeff is a director with experience across outsourced accounting and advisory services. He began his career in public accounting over 35 years ago, focusing on delivering strategic financial solutions. His primary areas of experience include providing financial analysis, fractional CFO services, and strategic consulting.
Suzanne Bach, CPA, CITPartner
Suzanne is a partner in the tax, accounting, and advisory services, where she leads the compliance and advisory services, including specialty groups of SALT, M&A, Trust & Estate, and CAS. She began her career in public accounting in 2003, with a focus on tax and consulting.
Toni Tison, CPA
Toni is a manager in the Client Accounting & Advisory Services practice at Saltmarsh, Cleaveland & Gund. She began her public accounting career in 2017 and specializes in providing tax and accounting advisory services to clients in professional services, real estate, and construction.
Alex Hoffa
Alex is a manager in the Client Accounting and Advisory Services practice of Saltmarsh, Cleaveland & Gund. Since joining Saltmarsh in October 2008, her primary focus areas have included providing audit services for the firm’s financial institution and construction clients, as well as private companies and not-for-profit organizations.
Client Testimonial
