-
Client Accounting Services vs. Bookkeeping: What Changes and When to Upgrade
Short version: Bookkeeping services record what happened. Client Accounting Services (CAS) add higher‑level reporting and true advisory on top of bookkeeping, and can extend into AR, AP, and payroll as modular add‑ons. CAS automates handoffs and turns reports into decisions. If you want clean books, bookkeeping fits. If you want a faster close, fewer bottlenecks,…
-
Automating Month-End on Microsoft 365 + QuickBooks Online: A 12-Step CAS Checklist
If you run a small to mid-size professional services firm on Microsoft 365 and QuickBooks Online (QBO), you already own most of what you need to streamline month-end. This post outlines a practical 12-step checklist that turns the close into a reliable, decision-ready rhythm. It sits inside Client Accounting Services (CAS). It is not tax,…
-
Why choose a CPA as your bookkeeper?
Choosing a bookkeeper is about accuracy, controls, and trust. CPA bookkeeping services add GAAP training, clear documentation, and practical insight into your numbers. My focus is the month end rhythm: timely reconciliations, AP and AR that stay current, and a reporting packet owners can act on. You get fewer surprises, faster answers, and financials ready…
-
The Microsoft CPA: what it means and how I work
Tired of Accounting Headaches? Meet Your Microsoft 365 CPA! Ever feel like your accounting system is fighting against you, not for you? At Atkins CPA LLC, I get it. I’m here to transform your bookkeeping, accounting, and advisory experience by leveraging the power of Microsoft 365 – making accounting feel not just easier, but calmer.…
