Client Accounting Services
Outsourced accounting that scales with you — accurate books, clear numbers, and the financial leadership your business needs to grow.
Overview
You didn’t start your business to manage spreadsheets. Pease Bell’s client accounting services team handles the day-to-day so you get accurate, on-time financials and the advice to act on them. From our Cleveland, Ohio headquarters we support owner-led and growing companies across all 50 states, scaling our involvement from routine bookkeeping to controller oversight and outsourced CFO strategy. You get the depth of a Top 200 U.S. CPA firm without the cost and management burden of a full in-house accounting department, plus a single team that connects your books to tax and audit under one roof.
What we deliver
A flexible stack of accounting support you can dial up or down as your business changes.
Outsourced bookkeeping & monthly close
We own your transaction coding, reconciliations, and month-end close so your books close on schedule and your financials are accurate, current, and ready to review.
Controller services
Oversight of your accounting function, close review, internal controls, and clean reporting, giving you a senior set of eyes without hiring a full-time controller.
Outsourced CFO
Budgeting, forecasting, cash strategy, and financial planning from a CFO-level advisor who helps you interpret the numbers and make confident growth and capital decisions.
Payroll, AP & AR
Coordinated payroll, accounts payable, accounts receivable, and cash management so vendors and employees are paid accurately and on time and your cash position stays clear.
Financial reporting & dashboards
Monthly reporting packages and KPI dashboards that turn raw data into metrics you can act on, with clear commentary on what’s driving results.
Accounting software setup & support
Selection, setup, and ongoing support for your accounting tech stack, using tools such as QuickBooks, NetSuite, and Sage to fit how you actually operate.
Contact Us
Tell us about your business and a member of our team will be in touch.
Who we support
Our client accounting work fits businesses that want dependable numbers and strategic finance help without building a large internal team. Common situations we step into:
- ✓Owners buried in the books — founders spending nights on bookkeeping who want their time back and clean, current financials.
- ✓Companies outgrowing a single bookkeeper — growth has outpaced the in-house setup and you need controller-level review and structure.
- ✓Businesses without a CFO — you need budgeting, forecasting, and cash strategy but aren’t ready to hire a full-time finance executive.
- ✓Teams facing turnover or gaps — a departing bookkeeper or accountant left a hole you need covered reliably and quickly.
- ✓Firms modernizing their tools — you’re moving off spreadsheets or legacy software and want a cloud accounting stack set up correctly.
Why owners choose Pease Bell for outsourced accounting
Bookkeeping to CFO, one team
You get the full range under one roof, from transaction-level bookkeeping to CFO-level strategy, so your support scales with the business instead of forcing you to change providers.
Big-firm depth, boutique touch
As a Top 200 U.S. CPA firm with 150+ professionals, we bring specialist skills and technology, delivered with the responsiveness and personal attention of a boutique practice.
Books connected to tax and audit
Your accounting sits alongside our tax and audit teams, so decisions are made with the full picture and there’s no gap between how the books are kept and how they’re reported.
How onboarding works
A straightforward path from first conversation to reliable monthly numbers.
Step 1
Assess & scope
We review your current books, systems, and pain points to understand where you are and agree on the right mix of bookkeeping, controller, and CFO support.
Step 2
Set up & clean up
We tidy your chart of accounts, connect or configure your software, resolve open items, and establish a close calendar and reporting cadence that fits your business.
Step 3
Run & advise
We handle the ongoing close, deliver monthly reporting and dashboards, and meet with you to interpret the numbers and plan next steps as you grow.
Client Accounting Services Team
Accounting & finance insights
Practical guidance on running a cleaner, more strategic finance function.
- Outsourced accounting
Client accounting services: big-firm support for lessExplains the CAS value proposition versus in-house and small firms.
- Payroll
Small business payroll mistakes and how to avoid themCommon payroll compliance errors and how outsourcing reduces the risk.
- AP compliance
W-9 requirements for vendors: stop the year-end scrambleOngoing vendor W-9 collection to stay 1099-ready year-round.
- 1099 reporting
The OBBBA Act and Form 1099 reportingNew 1099 thresholds that affect AP and vendor reporting.
Client accounting services FAQs
What are client accounting services?
Client accounting services (CAS) are outsourced accounting functions a CPA firm runs on your behalf. At Pease Bell that spans bookkeeping and monthly close, controller oversight, outsourced CFO strategy, payroll coordination, AP/AR, and financial reporting. You get accurate, timely numbers and finance expertise without hiring and managing a full in-house accounting department.
How is outsourced accounting different from hiring in-house?
Outsourced accounting gives you a full team’s range of skills for less than the cost of building one internally. Instead of recruiting, training, and retaining a bookkeeper, controller, and CFO, you tap all three through one firm. You also gain continuity through turnover and access to better technology and specialists as you grow.
Can you scale from bookkeeping up to CFO-level support?
Yes. We deliberately scale our involvement to match your stage. Many clients start with bookkeeping and monthly close, then add controller-level review and outsourced CFO advisory as they grow or take on more complexity. You can dial support up or down without changing providers or rebuilding your books.
What accounting software do you work with?
We work within your existing accounting tech stack and help you select and set one up when needed, using tools such as QuickBooks, NetSuite, and Sage. We configure the chart of accounts, integrations, and reporting so the software matches how your business actually operates rather than forcing a one-size-fits-all setup.
Do you serve businesses outside of Ohio?
Yes. Pease Bell is headquartered in Cleveland, Ohio and serves clients in all 50 states. Cloud-based accounting tools let us handle bookkeeping, reporting, and advisory remotely, so your location doesn’t limit the level of client accounting support we can provide.
How does onboarding work and how long does it take?
Onboarding runs in three stages: we assess and scope your current books and systems, clean up and configure your accounting setup, then run the ongoing close with regular reporting. Timing depends on the state of your records and the scope of services, which we confirm together before we begin.