If you’re a small business in need of support to keep your books up-to-date and you’re looking for the information you need to make sound business decisions, our Client Accounting Solutions (CAS) may be right for you. We take full advantage of technology to automate routine transactions and provide your business with a clean set of books. We give our clients the tools to take control of the finances of their businesses. We do this by doing three things very well:

Automation. We take full advantage of the latest in technology and AI to make sure your businesses transactions are recorded accurately and in real time.

Onboarding and training. We do the hard work up front so that the transition to CAS is seamless. In addition, we will immediately schedule trainings to make sure you are completely comfortable with the software and applications used to share information.

Communication. We maintain a high level of engagement with you by utilizing email, chats, online file sharing, and video conferencing.


We purposefully tailored our services to meet the needs of your business. We specialize in the following areas:

  • Cash flow management,
  • Bill pay and accounts payable,
  • Transaction processing,
  • Dashboards and financial metrics,
  • Business consulting and advice.

The schedule below illustrates levels of service offerings:

Our standardized and automated process is geared towards making your life easier, so you can focus on what matters most, your financial success.

If needed, CAS can provide additional services, including:

  • Internal control and fraud assessment [ICFA]. This includes an in-person assessment of existing internal controls and fraud vulnerability.
  • Interim CFO. This includes either temporary or permanent outsourced CFO services, based on staff availability and complexity of the engagement. A combination of onsite or remote is provided.
  • Business consulting, including:
    • IT
    • Human resources
  • Sales tax preparation


We bring value to you by:

  • Being a part of Edelstein & Company, a reputable CPA firm founded on the principles of service, quality, and collaboration.
  • Providing a full continuum of services from transactional to strategic.
  • Streamlining your key financial processes.
  • Providing you with sound business advice.

To have the highest quality services delivered to you, we will use the following applications:

  • QuickBooks Online.
  • with automatic synchronization with QuickBooks for bill pay and invoicing.
  • Integrating and synchronizing your business checking and credit card accounts with QuickBooks.
  • Botkeeper, our human assisted AI partner.

We make our clients’ lives easier by providing a boutique level of services and valuing responsiveness, accuracy, and timeliness. Simply put, your goals become our goals. To learn more about how we can work together, contact Alfonso Perillo at 617-478-3408.