CPA Services & Audit
Never Outsourced Full-Service CAS
All of our services are performed in our Massachusetts office.
QuickBooks ProAdvisor
Our team members are QuickBooks ProAdvisor and Xero certified.
Dedicated &
On-demand Staff
Assigned staff with direct phone, email & text business support.
Focus on your opportunities and clients
BraunWeiss provides advisory accounting to CPA firms. Partner with us and utilize our Client Accounting Services. Offload accounting, bookkeeping and back-office operations work to us and focus on your clients.
We understand you need someone who can take the pressure off and help you grow your business which is why we offer finance and accounting solutions provided by experienced certified experts.
- Analytics, Reporting and Attestation
- Strategy and Outsourced Backoffice
- Control Financial Statements and Budgets
Client Accounting Services
- QuickBooks Online, QuickBooks Desktop, FreshBooks or similar Accounting software
- Account, client, employee, vendor set up and maintenance
- Bank, credit card, payroll & loan accounts... reconciliation
- Journal entries and adjustments
- Reconciliation of external accounts (Expensify, Bill.com, POS & e-commerce, etc.)
- Payroll, health insurance, state taxes, benefits management
- Financial Reporting, Forensic Accounting and resolution of any issues
- Data and document management
Growth and Success
Focus on your growth and success, let our cloud-based accounting services and technology work together to maintain and grow your business by attracting more clients without the need to expand staffing. Our services are extremely scalable and adaptable to your on-demand needs.
Historical Data Cleanup
- Historical financial data cleanup
- Historical account reconciliation
- Data entry and import
- Sales tax cleanup and submission
- Historical payroll and benefit cleanup, split and reconciliation
- Individual/Business Tax Filing Support
Client On-boarding
- Set up client account (account connections,sync accounts etc.)
- Manage onboarding of new clients and prepare onboarding checklists as needed
- Manage internal staffs' payroll and tax documentation (1099s, W2s)
- Review and verify quarterly and year-end client reports and submit for approval
- Data Entry and import
- Create custom metrics report utilizing data analytics and visualization tools
- Document & task management
Accounting & Bookkeeping
- Full Cycle Accounting & Finance
- AR/AP/Expense/Payroll Management
- Financial & Tax Reporting
- Data Clean-up & Data Analytics
- Account set up and maintenance
- Audit support
- Robotic Process Automation (RPA) for Accounting & Tax
Cash Management & Invoicing
- Monitor cash flow to assure financial health
- Submit custom and standard invoices and monitor A/R Aging
- Manage Accounts Payable (cash management, bill payment, expense management)
- Project and billable hour tracking and invoicing
Payroll Management
- Employee setup & administration
- Payroll cycle management
- State & federal payroll taxes
- 1099 & consultant payments
- Benefit management
Back Office Operations
- Monthly reconciliation and reporting
- Revenue recognition (Accounts receivable and custom invoicing)
- Accounts payable (Cash management, Bill payment, Expense Management)
- Compliance for Financial Services, Bank & Healthcare
Reporting and Year-End Support
- CPA year-end tax preparation support
- Year-end reconciliation and closing
- 1099 Tax Filings
- Annual Financial Statements
Project Support
- One time or as needed support for all your projects
- Financial & Healthcare Compliance - Financial Industry Regulatory Authority (FINRA), the Gramm-Leach-Bliley Act, and the Payment Card Industry Data Security Standard (PCI-DSS 2.0), Patient Health Information (PHI) & HITRUST r2
- Client database set up and maintenance
- Client communication, campaigns and marketing support
- Digital form and customer data intake
