It’s Our Third Year – Here’s How Our Client Accounting and Advisory Services (CAAS) Can Help You

by | Oct 7, 2025 | Client Accounting and Advisory Services

We are celebrating a sweet milestone at Weinstein Spira – our CAAS department turns three this year!  We are thankful for our clients and the trust you put in us for your accounting needs.

If you’re looking to refine accounting processes or are simply considering a change in support, our dedicated team of CPAs, QuickBooks Online ProAdvisors and experienced bookkeepers are here to help. We help streamline practices and take the reins so you can stay focused on your operations.

We’ll assess your current close processes and use of QuickBooks Online to uncover ways to optimize:

  • Complimentary check and review of your QuickBooks setup
  • Chart of accounts cleanup
  • Integration of point of sale and other apps
  • Audit preparedness strategies

We can act as your outsourced accounting department– fully tailored based on your needs with scalable staff and CPA oversight:

  • Improving close cycle timing
  • Custom reporting with KPIs and analytics
  • Multi-entity financial reporting

When you choose a CPA firm like Weinstein Spira, with over 60 years in the market, you gain an accounting team that is professionally trained to elevate your business.

 

Ready to sweeten your accounting strategy? Contact Us Here!

You may also like:

Did You Know About QBO?

QuickBooks holds a significant market share in the U.S, with QuickBooks Online (QBO) rapidly growing as more users migrate from desktop solutions to this cloud-based software. As a QBO user, you may be familiar with some of the features, but are you utilizing all that...

Latest Posts