Client Accounting & Advisory Services (CAAS)

OUTSOURCED ACCOUNTING & CFO SOLUTIONS

SST’s CAAS team provides a full accounting department that operates as an extension of your internal team. Our outsourced accounting services are cost-effective, efficient and secure, allowing leaders to focus on the bigger picture rather than handling day-to-day tasks.

We’re here to serve as your trusted advisors every step of the way, customizing systems and processes to enhance the operations of your organization. From transactional processing to fractional CFO consultation – the SST team is here to meet your needs!

OUR CAAS SERVICES

Assistance with daily accounting activities via secure, cloud-based platforms

  • Transactional support
  • Online accounts payable
  • Account reconciliation
  • Payroll processing
  • Resource management
  • Expense management
  • Reporting and data management
  • Sales tax compliance

Virtual controller oversite

  • Complex accounting management
  • Timely month-end close
  • Budgeting and forecasting
  • Assistance with financial audits
  • Financial process improvement
  • Preparation of GAAP-compliant, audit-ready financial statements
  • Customized management reports and dashboards
  • Spend Management

CFO-level insights

  • Internal control evaluation
  • Cash flow management
  • Organizational projections
  • Industry trend analysis
  • Financial analysis
  • Key performance indicator (KPI) customization and analysis
  • Board support and consultation
  • Human Resource consultation
  • Leadership of internal financial departments

Technology implementation and consultation

  • System evaluation and customization
  • Sage Intacct implementation
  • QuickBooks Online implementation
  • Implementation and integration of automated accounts payable, accounts receivable, payroll and expense management applications
  • Microsoft Teams consultation
  • Technology support and training

OUR PROCESS

Transitioning to digital accounting services is a swift and straightforward process. Here at SST, we adhere to an effortless three-step onboarding procedure:

Step 1: Technology Audit & Customization

In the initial phase of our partnership, we will assess your existing processes, procedures and systems to pinpoint potential improvements and evaluate the suitability of cloud-based platforms for your organization. Our goal is to tailor each system to your needs for enhanced efficiency, smoother workflow and improved internal controls.

Step 2: Establish a Virtual Environment

To boost efficiency and deliver cost-effective solutions to our clients, our team operates within a virtual environment. Throughout the onboarding phase, we will work with you to establish the project management logistics and a reporting schedule that aligns to your needs.

Step 3: Determine Additional Needs

Occasionally, your organization may recognize the need for services that go beyond our monthly accounting and advisory offerings. As a comprehensive CPA firm, SST can offer your organization additional services such as audit liaison and tax compliance.

OUR INDUSTRIES

With more than 30 years of experience, SST Accountants & Consultants is equipped to serve a wide range of industries with accounting and consulting services. We offer highly specialized expertise for educational organizations, churches, nonprofits and for-profit businesses. Our partners and managers lead teams immersed in the best practices, rules and regulations of these sectors, enabling us to use our knowledge to bring customized, informed solutions that will help you grow and succeed.

For-profit

  • Businesses
  • Individuals

Nonprofits

  • Churches & Ministries
  • Charitable Organizations
  • Professional Associations

Education Providers

  • Private K-12
  • Charter Schools
  • Colleges & Universities
  • Vocational Schools

WHAT OUR CLIENTS ARE SAYING

“We have really enjoyed our partnership with SST. The transition from our previous accounting firm to SST was smooth and the team was helpful in the process. SST has helped our church evaluate our current processes and has helped us put in place policies and procedures that are above reproach and focus on integrity. The experience and insight of the staff has been helpful and has allowed our staff to focus on leading our church, rather than focusing on the accounting logistics. I know that any time we have a question or concern SST will be quick to answer and help us find a solution. I would encourage any church or organization to look into partnering with SST to meet their accounting needs.” 

“I’m honestly not sure what we would’ve done if we hadn’t met the SST team in 2017. Creekwood was growing faster than we could handle, and I personally felt like I was drowning administratively. When we approached SST, they carefully listened to our unique accounting needs and methodically tackled each inefficiency with a more robust and cost-effective solution. Creekwood relies on their team to support our accounting and advisory needs. SST creates and maintains financial dashboards for each of our ministry leaders to ensure we have relevant, accurate information to make decisions. Our confidence in their services allow us to focus our time and energy on leading people to become fully devoted followers of Christ.”

“One of the initiatives a new leader to any organization must quickly assess is what is working and what is not. It is imperative to ascertain what systems must be sustained and where improvements need to be made. Upon taking on the role of President/CEO of The Hope Center, it was critical to acquire a firm grasp on the financials. In our case, as a small office, this function is outsourced to SST. Upon meeting with our CFO representative, Emily Cook, you are left with an impeccable sense of professionalism, knowing this is a system and partnership to sustain. Emily and SST are always at the ready and oft time proactive in supplying our needs when it comes to financial records and reporting. I served in the US Army for 22 years and was deployed in multiple combat zones, so I know a combat multiplier when I see one. SST truly enhances the operations and success of The Hope Center.”

“It’s been a privilege to have worked with the SST team for over 5 years now. Their expertise and attention to detail is what continues to impress me. Their customer service and ability to make me feel like I’m their only client is what keeps me. I look forward to working with the SST team for many years to come.”

“We came to SST after leaving our former bookkeeper of over 15 years. We were nervous and scared that things would fall through the cracks. We were met with knowledge and experience like we’ve never seen before. Erika, Don and Emily had more knowledge in all aspects of our school business than we expected. They met with us weekly until we felt comfortable and they became familiar with how we ran our business. They assist us with everything from accounts receivable, payable and employee payroll to state and federal taxes. They also help with staying on top of the ever changing tax and accreditation laws that affect our daily operations. Erika is knowledgeable in policies and procedures accredited schools encounter on a daily basis and how to provide documentation for federal auditors to make our yearly audit a seamless process. I recommend SST for many reasons, but mostly their knowledge, their professionalism and their ability to make you feel taken care of in the most friendly manner.”

“When we made the move from an in house Controller to SST we were looking for consistency and hoping for a higher level of expertise on taxation and compliance. Our hopes have been met by you and the entire team. You have handled our payroll and financials accurately. The monthly reviews we have together help us to make sure we stay compliant financially with all the regulations we face as a post-secondary institution. SST has definitely made it easier to sleep at night for all the owners!”

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OUR SYSTEMS

At SST, we utilize cutting-edge, integrated cloud-based systems to provide comprehensive, real-time data through tailored strategies.

Each system is customized to help organizations increase efficiency, streamline workflows and strengthen internal control while providing real-time, accurate reporting and analysis and full compliance.

We’re proud to offer our clients the following systems:

 

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