By service

Accounting firms for client accounting services

Client accounting services (CAS) is outsourced accounting: a firm keeps your books, closes the month, reconciles accounts, runs payables or payroll, and can act as your controller or fractional CFO. It replaces or supports an in-house accounting team, rather than checking its work.

Who needs it

Growing businesses without a full finance team, owners who want monthly financials they can rely on, and companies preparing for their first audit or a raise.

What to ask a firm

  • Which accounting software do you work in, and do we keep ownership of our books and login?
  • How many days after month-end will we get financial statements?
  • Who on your team is our day-to-day contact, and who reviews their work?
  • If you also audit us, how do you keep the two engagements independent? (Independence rules can prevent the same firm from doing both.)

15 firms that list client accounting

FirmSize typeHeadquartersAuditSOC 1 / SOC 2TaxClient accountingIndustry niches listed
Pease Bell, CPAsRegionalCleveland, OHYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate
Baker TillyNationalChicago, ILYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
BDO USANationalChicago, ILYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Cherry BekaertNationalRaleigh, NCYesYesYesYesSkilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
CLA (CliftonLarsonAllen)NationalVirtual headquartersYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Eide BaillyNationalMinneapolis, MNYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Forvis MazarsNationalOffices nationwideYesYesYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Grant ThorntonNationalChicago, ILYesYesYesYesTechnology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services
Plante MoranNationalSouthfield, MIYesNot listedYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Mortgage banking, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
WipfliNationalMilwaukee, WIYesYesYesYesSkilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Clark Schaefer HackettRegionalCincinnati, OHYesNot listedYesYesSkilled nursing and long-term care, Multifamily and affordable housing, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate, Banks and financial services, Government and public sector
Cohen & CoRegionalCleveland, OHYesNot listedYesYesTechnology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate
Maloney + NovotnyRegionalCleveland, OHYesNot listedYesYesNone listed
Meaden & MooreRegionalCleveland, OHYesNot listedYesYesSkilled nursing and long-term care, Technology and software, Nonprofits, Manufacturing and distribution, Construction, Health care, Real estate
Rea Business AdvisorsRegionalNew Philadelphia, OHYesNot listedYesYesNonprofits, Manufacturing and distribution, Construction, Real estate, Government and public sector