Client Accounting Services (CAS) for Growing Businesses
Financial Support, Customized for You
Whether you’re a startup building your foundation or a growing company in need of deeper financial insight, Capstone Accounting & Tax offers a full suite of client accounting services (CAS) tailored to your unique stage and needs. With centuries of collective experience, our team provides flexible, outsourced accounting services that free up your time, reduce risk, and help you make confident decisions backed by accurate data.
What Are Client Accounting Services?
CAS is our modern solution to traditional bookkeeping and accounting needs. It’s a comprehensive approach to managing your company’s finances with strategy and scalability in mind. From day-to-day transactions to high-level reporting and advisory, CAS gives you access to a team of financial experts without needing to build an in-house department.
Our Business Accounting Services
Accounting & Bookkeeping
Stay on top of your financials without the overhead of an in-house team. We manage your day-to-day accounting needs, from bank reconciliations to monthly reporting, so you always have accurate, up-to-date information.
Accounting & BookkeepingPayroll
Simplify payroll with efficient, compliant processing for your entire team. Our payroll professionals handle the details so you can avoid costly errors, ensure accurate tax filings, and stay focused on running your business.
Payroll ServicesVirtual CFO/Controller
From budget forecasting to cash flow planning, our experienced CFOs and controllers provide data-driven insights to support informed decision-making and long-term growth.
Virtual CFO/ControllerWho Can Benefit From CAS?
While companies of all industries and stages can benefit from our client accounting services, the most common types of clients we assist include:
- Startups looking for outsourced accounting services and streamlined systems
- Small businesses in need of reliable financial services that they can count on
- Companies expanding into new markets that need scalable accounting solutions
- Business owners looking for financial advisory support that supports growth
- Organizations without internal finance teams that need ongoing support
- Companies experiencing rapid growth or change that would benefit from more structured financial oversight
Why Partner With Us
- Extensive experience: Benefit from our team’s decades of hands-on accounting, financial reporting, and advisory expertise.
- Scalable solutions: We tailor our services to fit your current needs while preparing you for what’s ahead.
- Year-round support: Our consistent support keeps your finances on track throughout the entire year.
Business Accounting Services
Get Started
Learn how our proactive support safeguards your bottom line and your future.
Our Process
Initial Inquiry
Start by reaching out to us via our website. After reviewing your message, we’ll connect you with the right person on our team.
Consultation
During a discovery call, we’ll review your goals, systems, and current challenges.
Customized Proposal
We’ll send you a tailored scope of work that outlines services, expectations, and pricing.
Onboarding
Our team will provide you with a list of financial documents that can be sent to our team via our secure online portal.
Ongoing Support
From weekly check-ins to quarterly strategy sessions, we adapt to your needs to ensure your finances stay aligned with your goals.
Your Accounting Questions, Answered
What accounting software do you use?
Can I start with bookkeeping and add services later?
What if I don’t have any accounting systems in place yet?
The Impact of Having the Right Team
We could tell you how trusted, responsive, and strategic we are, but we’d rather let our clients speak for themselves.
Additional Services to Explore
Taxes
Whether you need proactive planning, precise preparation, or both, our tax services help you minimize liabilities and maximize savings.
Valuations
The hard data you need to make smart moves, whether selling, planning a succession, or simply gaining a better understanding.
Audit & Assurance*
Get independent, objective evaluations that support regulatory compliance while strengthening stakeholder confidence.
Consulting
Strategic, real-world insights crafted with deep financial knowledge that helps you move forward with confidence.
Connect With Us Virtually or at Your Local Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
