CPA Services & Audit
Never Outsourced
All of our services are performed in our Massachusetts office.
QuickBooks ProAdvisor
Our team is QuickBooks ProAdvisor certified.
Dedicated Staff
Assigned staff with direct phone, email & text 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
