Move your business forward with complete confidence

Proactive client accounting services (CAS) are tailored to meet the unique needs of your organization. Whether you need help establishing an internal accounting department or refining accounting processes, navigating through a period of growth or strategic transaction, or understanding accounting software options, Wilke can help. CAS services are designed to meet you where you are today and help to position your organization for the future.

We are frequent speakers at the Duquesne University Small Business Development Center and our professionals are Certified ProAdvisors with QuickBooks. On the other end of the CAS spectrum, we also have the capability to step in on a fractional Controller or CFO basis for more strategic, high-level financial support.

CAS services include:

Automated Accounting: Proactive accounting isn’t looking back at historical records; it’s putting technology in place so financial data can help you make better decisions for the future. There are many levels of automated accounting and Wilke professionals can implement the best solutions for your organization and train internal accounting staff on the software.

Bookkeeping: Offering help to establish bookkeeping practices for entrepreneurs or startups, clean up books and records, manage A/R, A/P and other data inputs, conduct bank reconciliations and statement reviews, record daily transactions, maintain accurate records, and more.

Budgets: Setting realistic, industry-benchmarked budgets for businesses of all sizes according to personalized growth and profitability goals.

Cash Flow Analysis: Helping businesses understand methods of accounting, cash inflows and outflows, how to benchmark and measure performance, optimize cash flow management, conduct cash flow forecasting and planning scenarios, and more.

CFO Services: Outsourced fractional Controller or CFO services are often short-term arrangements to provide targeted support through periods of growth or transition; however, outsourced financial services can also provide ongoing, as-needed support when there’s not yet a need for a full-time, internal role. Services range from transactional and compliance-focused to collaborative, strategic financial decision-making.

QuickBooks Advisory: As Certified QuickBooks ProAdvisors, we are skilled at setting up a custom chart of accounts, training employees in QuickBooks, integrating A/R, A/P, expenses, and payroll and helping businesses of all sizes make the most use out of cloud accounting software.

Menu of

Client Accounting Services

  • Automated Accounting
  • Bookkeeping
  • Budgets
  • Cash Flow Analysis
  • CFO Services
  • QuickBooks Advisory