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CAAS

Client Accounting & Advisory Services

CAAS is allowing Cassady Schiller to do what we do best so that you can do what you do best.

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Every business starts with an idea, and from that idea, a series of decisions are made to mold that idea into the growth path that brought you here.  Those decisions were either made on intuition or driven by data.  Revenue and expenses, bookkeeping, accounting records, whatever you want to call it, we are CPAs; this is our bread-and-butter.  Our accounting knowledge has allowed us to stay in business for decades, and now we want to bring our experienced team to serve your business beyond just your compliance requirements.  Your successes are our successes; your growth is our growth; we become value-added members in your journey to achieving your business ambitions. 

We do not offer standard packages that force you to buy into areas irrelevant to your business.  The services we provide are customized to your needs, therefore allowing you as the business leader to manage your cost:

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How does my business benefit from CAAS?

Our Client Accounting & Advisory Services (CAAS) practice provides our small- and mid-market clients with a team of people and technology at a fraction of the cost of a single full-time hire, nevertheless building a full internal accounting or finance department to support the business’ operations.  This allows you to still get the decision-making information you need and when you need it, but at a price that minimizes the impact on your bottom line.  

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"Everything is either an opportunity to grow or an obstacle to keep you from growing." 

– Dr. Wayne W. Dyer

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How our use of technology can help your business

Gone are the days of single-point access systems that live on a single computer hard drive or internal server.  We utilize cloud-based software to perform our services to mitigate the risk of data loss and increase the operational and decision-making opportunities such systems can provide.  

With a technology-focused business environment, we continually evaluate new entrants and services as they hit the market.  Like your business, everything begins with an idea, so we never glaze over a new technology, and we will periodically recommend a new tool if we believe it can add value to your business. Our goal is to be your trusted advisor with an objective voice for such endeavors.

We take pride in our partnerships

We go beyond the initial sign-up. Our team works through system training, we take the certification tests, and we know the systems as well as anyone else. This takes time and a level of investment by our team, but that is the requirement of a true advisor and our promise to you. If you ask for a recommendation, you expect us to know what we are talking about. These partnerships give us the credence to be able to make those recommendations to you on how best to help your business grow.  

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