Outsourced Accounting

Our Definition of CAS

Outsourced Accounting, also known as Client Accounting Services (CAS), refer to the practice of entrusting your company’s accounting functions to an external firm, allowing professionals to handle essential tasks like bookkeeping, financial reporting, payroll, and more advanced functions such as forecasting and advisory services. By partnering with a CPA firm like Mandala CPA, small businesses and nonprofits organizations can access a full suite of accounting solutions without the cost and complexity of managing an in-house finance team.

How Outsourced Accounting and CAS Can Benefit Your Business or Organization:

By leveraging outsourced accounting and CAS, your organization can streamline its operations, improve financial oversight, and focus on long-term goals with the confidence that your accounting needs are expertly managed.

Cost Savings

Hiring and maintaining an in-house accounting department can be expensive, especially for smaller businesses and organizations. Outsourcing helps reduce overhead, allowing you to pay only for the services you need.

Expertise on Demand

CAS provides access to seasoned accounting professionals with deep industry knowledge, ensuring that your accounting functions are in capable hands.

Time Efficiency

By outsourcing routine tasks like payroll, bookkeeping, and financial reporting, you free up valuable time to focus on your core business activities.

Scalability

As your business grows, outsourced accounting can scale with you, offering flexible services that adapt to your changing needs without the hassle of hiring more staff.

Advanced Technology

Outsourced accounting firms often use the latest software and technology, providing you with real-time financial data and better insights into your organization’s financial health.

Improved Decision-Making

With accurate, timely financial reports and advisory services, you gain better insights that can drive more informed business decisions.

Where to Start?

The first step is to schedule a discovery call with us. Please click below and select the option that best works for you.

Discovery Call

You're only five steps away from getting started:

Discovery Call

This initial call allows us to learn about your business or nonprofit organization, discuss your accounting challenges, and understand your financial goals. It’s a chance for us to get to know each other and see how we can help

Diagnosis

After the discovery call, we dive deeper into your current accounting systems and financial health. We conduct a thorough assessment to identify any gaps or areas for improvement, giving us a clear picture of your needs.

Strategy Call

Based on our diagnosis, we develop a customized accounting strategy. During this call, we present our recommendations and outline how our services can best support your business’s financial management.

Engagement Letter

Once the strategy is agreed upon, we formalize our partnership by signing an engagement letter. This document outlines the scope of our services, responsibilities, and expectations moving forward.

Onboarding

With the paperwork complete, we begin the onboarding process. We’ll set up accounting systems, transfer necessary data, and ensure that everything is in place for a smooth transition to our services.

By following these five steps, we can ensure a clear, organized start to our relationship, helping you feel confident and supported from day one.