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Our outsourced accounting and advisory practice is a leading solution that allows our team to handle our clients’ back office through process automation while effectively collaborating and consulting with clients to help them achieve their vision through every stage of their business evolution.

By implementing a cloud-based technology platform, CSB provides a real-time accounting solution to guide clients in making more efficient and proactive business decisions. Together, with innovation and insights targeted to what drives our clients’ businesses, our role as trusted advisors is strengthened through a tailored solution designed to help businesses run more productively, cost effectively and strategically.

As the exclusive Gulf Coast service provider of Sage Intacct™, an awardwinning, cloud-based, accounting and financial management solution, we collaborate with our clients by offering CFO-level advisory services to futureproof our clients’ businesses. Sage Intacct’s comprehensive dashboard provides a user-friendly interface which leverages instant, on-demand data not only housing robust reporting but also specialized project insights all in one place. With unlimited storage, our innovative, cloud-based software ensures the data is reliable, accurate and readily accessible – anytime and anywhere.

Clients can customize their plan from a menu of services to gain the bookkeeping, accounting, financial reporting, consulting and financial management support they need to achieve their vision. Our expertise, combined with real-time, cloud-based technology platforms enables proactive collaboration and decision making.

For more information about Client Accounting & Advisory Services, please email us.

CASH MANAGEMENT

ACCOUNTS RECEIVABLE

ACCOUNTS PAYABLE PROCESSING

FINANCIAL STATEMENTS & ANALYSIS

CUSTOMIZABLE DASHBOARDS

BUDGETING

FORECASTING

PERFORMANCE MONITORING (KPI’S)

PAYROLL SERVICES

CONSULTING