Client Advisory Services AT anchor Point combine reliable accounting support with ongoing insight and guidance,
so you can spend less time on the back office and more
time running your business.
CLEAR GOALS
DISCIPLINED PROCESS
STRONGER
CASH FLOW
__________
Client Advisory Services, or CAS, bring together outsourced accounting and advisory support
in a way that helps you move from simply keeping records to actually using your numbers to
make better decisions. We handle the details, provide clarity, and work alongside you
throughout the year.
Accurate, consistent financial reporting so you can count on your numbers.
Financial information translated into what’s really going on.
An accounting partner who understands how your business works.
We handle the financial details so you can focus on your goals.
Every business is different. Our four levels of Client Advisory Services are designed to meet you where you
are and help you move forward, with the right support at the right time.
✓ Transaction coding and categorization
✓ Reconciliations
✓ Accurate records ready for tax preparation
Get the foundation
right with accurate,
dependable bookkeeping.
✓ Ongoing bookkeeping support
✓ Accounts payable and receivable assistance
✓ Payroll and sales tax coordination
✓ Basic financial statements
Year-round accounting
support to keep your
business moving.
✓ Financial statement review and analysis
✓ Reporting and dashboards
✓ Budgeting and forecasting
✓ Key performance indicators
✓ Process improvement and tech stack guidance
Move from reporting
what happened to
understanding what it means.
✓ Forward-looking financial planning
✓ Cash flow modeling
✓ Scenario planning
✓ Strategic decision support
✓ Ongoing advisory partnership
A trusted partner to help
you plan, understand,
and move forward.
Contact your Anchor Point Advisory Group team to start a conversation about your goals and whether PACE is a good fit for your business.
We’ll take the time to understand your business, your goals
and where you want to go. Then we’ll help you determine the
right level of support to fit your needs.
A more proactive, insightful and supportive accounting relationship
is within reach. Tell us a little about your business, and we’ll be in touch
to continue the conversation.
