CSW | CPA brings deep, hands-on experience across a range of industries, giving clients confidence that their books are in capable hands. Our background spans:

Technical Accounting, Made Understandable
▲GAAP application and plain-English technical memos
▲ASC 606 revenue recognition
▲ASC 842 lease accounting
▲Inventory costing and valuation
▲Complex transactions and accounting policy development
Monthly Bookkeeping You Can Set Your Watch To
▲Monthly financial statement preparation
▲Bank, credit card, and loan reconciliations
▲AP/AR processing and cleanup
▲Payroll entries and compliance support
▲A steady monthly close cadence with variance review
▲Ongoing QuickBooks maintenance and optimization
▲Cash flow tracking and management support
▲ State and local sales tax preparation and filing
Financial Cleanup & Peace of Mind
▲Full records cleanup and reconstruction
▲Chart of accounts redesign
▲Balance sheet integrity checks
▲Reconciliation cleanup and standardization
Audit Support, Without the Stress
▲Pre-audit preparation and documentation
▲PBC list management
▲Internal control deficiency remediation
▲Support for CPA firms, PE groups, and lenders
▲SOX key control coordination
Stronger Processes, Fewer Headaches
▲SOP creation for every accounting cycle
▲Internal control design and remediation
▲Fraud-risk reduction and segregation-of-duties fixes
▲Workflow automation and efficiency improvements
▲Staff augmentation for immediate support and transitions
A Faster, Calmer Month-End Close
▲Close process redesign
▲Close checklists and accountability structure
▲KPI reporting and variance analysis
▲Forecasting and budgeting support
Systems That Actually Work for You
▲ERP implementation leadership (NetSuite, Sage, Dynamics, and more)
▲System cleanup, configuration, and process mapping
▲Staff training and adoption support
We deliver exceptional results in everything we do, ensuring your satisfaction at every step.
Our experienced team brings skill and passion to every project, no matter the size.
Proven outcomes that speak for themselves and make a meaningful difference for your business.
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