Client Accounting Services: Level Up Your Business Ops

Hi there! Thank you for visiting our website and your interest in Brooklyn FI for help with your small business’s accounting and financial needs. Our Client Accounting Services (a.k.a. CAS) offers you a hands-on and active collaborative relationship between our firm and you! Below is an explanation of the different levels of our services and when each one makes sense for you. Please keep in mind that you will need to sign up for this service if you would like to have Brooklyn FI prepare your business tax returns!

Scale - For new businesses looking for assistance

Congratulations! You have taken your small business or in some cases your former part-time hobby, to the next level and you need some professionals to look after you. This service level is perfect for you if you are looking for someone to handle the bookkeeping and financials for you so that you can focus your time on more important tasks that grow your business. Imagine all that time you can save if you didn’t have to end your day going through transactions? We believe that our fees for this service are far below the opportunity costs of missed time that you can use to grow your business. Within this service, we will take over the day-to-day bookkeeping and will be responsible for keeping track of all those deductible business expenses. Our bookkeeping team works closely with our tax team to make sure nothing gets lost in translation so there will be nothing that you need to worry about!

Secure - For businesses that are looking to grow

Our Secure package is perfect for those clients that have already established their business and are looking to better understand their current situation and growth opportunities. Along with the available services offered in our Scale package, our Secure package highlights monthly reporting and a very valuable year-end planning meeting that better prepares you for wrapping up the year and having a successful tax season. This level of service should be sought after for those who are looking for a bit more than just having their transactions categorized. It is for those who need to make assumptions based on the numbers and need a little guidance on where to look under the hood to keep the wheels rolling forward.

Advisory - For businesses that need analytics, insight, and cash flow forecasting

Everything that is included in our secure package is also included here with the addition of a higher-touch analysis of how the business is operating. With this package, you will have the opportunity to have a recurring meeting with one of our controllers to review the financials from the previous period, work on cash flow forecasting, and decide on drivers that are going to influence continued growth for your business. This service level is perfect for those who want to actively discuss what is going on within their business and have full control of the wheel when making business decisions. You will have the opportunity to review and understand the operational, financing and investing cash flows of the business and what effect that will have on the future of your business.