At CK, our mission is to help business owners move beyond the day-to-day challenges of managing their finances and step confidently toward growth. In this audio blog, Amy Langfelder and Eva Koziel discuss how our Client Accounting and Advisory Services (CAAS) provide the tools, insights and support needed to transform financial confusion into clarity.

Transcript

I am Amy Langfelder and I am one of the principals here at CK. In my role, I lead the client accounting and advisory services. We often call this CAAS. In our CAAS department, we want to help move clients from surviving to thriving. To do this, we come alongside them where they are at and provide them various services to help them along the way. Today we want to highlight some of those services. Today, I am joined by Eva Koziel, our manager of accounting and advisory services. She is going to provide some ways that she is helping our clients grow.

First things first, we start by assessing your current accounting state. Imagine you’re struggling to keep your financials organized. We conduct a thorough review of your existing systems, identifying strengths and weaknesses. For example, if you’re using outdated software or inefficient manual processes, we highlight these issues and help you understand where improvements can be made.

How can companies achieve more through outsourcing some of their accounting functions? Once we’ve assessed where you’re at, we move into providing recurring services. Whether it’s monthly or quarterly, we can prepare your day-to-day accounting or review the work your team has done. Think about it as your business having its own financial health checkup. We’re there to ensure everything looks good and even catch issues before they escalate. We can also assist with streamlining processes, particularly through AP and AR automation. Imagine you’re spending hours manually processing invoices. We can help you implement software that automates these tasks, drastically reducing the time spent and minimizing errors. For example, our clients have seen up to a 30% reduction in time spent on AP simply by switching to an automated solution.

As owners look to the future, how can CAAS come alongside them and help them on their journey to thriving? We know that many business owners find their financials confusing. Our team provides personalized explanations, breaking down your income statements, balance sheets, and cash flow statements. For example, one of our clients was unsure why their cash flow was fluctuating. We took the time to walk them through their statements, allowing them to make informed decisions for the future.

Finally, let’s focus on the future. We don’t just stop at the numbers. Our advisory services help you strategize for growth. Let’s say you’re looking to expand, whether that’s a new employee or opening a new location. We provide insightful analysis and recommendations tailored to your business goals.

Thank you for your time today. We look forward to ways we can help you on your journey to thriving. Visit our website, craykaiser.com for more information.