Question 1

What are client accounting services?

Accepted Answer

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.

Question 2

How is outsourced accounting different from hiring in-house?

Accepted Answer

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.

Question 3

Can you scale from bookkeeping up to CFO-level support?

Accepted Answer

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.

Question 4

What accounting software do you work with?

Accepted Answer

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.

Question 5

Do you serve businesses outside of Ohio?

Accepted Answer

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.

Question 6

How does onboarding work and how long does it take?

Accepted Answer

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.

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Services: Client Accounting