Accounting support built around your business.
Flexible bookkeeping, financial guidance, and fraud prevention designed around what your business actually needs.
Our Monthly Bookkeeping Services
CAA offers three monthly bookkeeping tiers to best serve small businesses at all stages of development.
Not sure which one is right for you? Contact us to get help selecting the right package!
Clarity
Starting at $250/month
Best for: Businesses that want reliable, accurate books and straightforward monthly financial reporting without ongoing advisory.
Up to 100 monthly transactions
Up to 2 reconciled accounts
Monthly bookkeeping & reconciliations
Monthly Profit & Loss and Balance Sheet
Basic financial review and notable-item flagging
YTD reporting to support your tax professional
Insight
Starting at $500/month
Best for: Businesses that want reliable, accurate books and straightforward monthly financial reporting without ongoing advisory.
Everything included in Clarity
Deeper trend & variance analysis
Industry-relevant KPI tracking
Cash-flow observations
Budget-to-actual reporting, when applicable
Written monthly financial analysis
Quarterly financial review meeting
Strategy
Starting at $1000/month
Best for: Businesses ready to use their financial information for budgeting, forecasting, planning, and ongoing decision support.
Everything included in Insight
Annual budget development
Rolling cash-flow & operating forecasts
Scenario / what-if analysis
Customized KPI & management reporting
Decision-support analysis
Monthly advisory meeting
A Few Things to Know
Every business is different.
Package pricing is customized based on transaction volume, number of accounts, bookkeeping complexity, and additional service needs.
Need additional support?
Payroll administration, AP/AR support, 1099 preparation and filing, and straightforward sales tax filing can be added to any monthly package.
Need to get your books ready first?
Cleanup and catch-up bookkeeping, bookkeeping reviews, and bookkeeping setup are also available.
Not sure what’s right for you?
Fraud Prevention and Education
Small Business
Fraud Education
Practical fraud prevention for business owners and managers.
Best for: Small business owners and managers who want to better understand the fraud risks businesses face and the practical steps commonly used to reduce them.
Common small-business fraud schemes and red flags
Employee, vendor, payment, and expense fraud
Business email compromise and payment-redirection scams
Fundamentals of internal controls and segregation of duties
Practical fraud-prevention concepts for small businesses
General Q&A and real-world examples
Education customized to the audience and industry
Employee Fraud
Awareness Workshops
Give your team the tools to recognize when something isn't right.
Best for: Small businesses that want employees to better recognize common fraud schemes, scams, and suspicious activity - and know what to do when they encounter them.
Phishing, social engineering & business email compromise
Invoice and payment-change scams
Expense and reimbursement fraud awareness
Common fraud red flags
Safe handling of financial requests and information
How and when to escalate suspicious activity
Practical examples and employee Q&A
Please note: Fraud education and awareness services are educational in nature and do not constitute an audit, attest engagement, fraud examination, or assurance that fraud will be prevented or detected. No fraud-prevention measure can eliminate fraud risk entirely.
For Accounting, Fraud & Investigative Professionals
Need an extra set of hands?
CAA provides flexible contract support for firms and professionals who need additional capacity for forensic accounting, fraud-related, and financial analysis projects. From organizing large volumes of financial data to tracing transactions and preparing analysis, CAA can take on the detail-heavy work that keeps an engagement moving.
Best for: Accounting firms, forensic professionals, investigators, and other professionals who need additional analytical capacity for a project or ongoing engagement.
Transaction tracing & analysis
Bank statement, check, & financial-record analysis
Financial data organization & Excel analysis
Data entry, cleanup & reconciliation for investigative analysis
Workpaper, schedule & exhibit-support preparation
Research & investigative support
Project-based overflow assistance
Please note: Contract support is individually scoped based on project needs, complexity, timeline, and available capacity. CAA does not provide expert witness testimony or other services requiring credentials or licensure not held by the firm.
Ready to Work Together?
Tell us a little about what you're looking for.
We'll talk through your needs and determine whether CAA is the right fit.