Client Accounting Services

Financial management is critical to business success, but not all small businesses have the ability, desire, or staff to handle it on their own. Enter Haefele Flanagan. 

Unlike most firms, Haefele Flanagan has an entire department, from bookkeeping to CFO Services, dedicated to supporting the financial health of your business. We understand the unique challenges faced by small and midsized organizations and customize solutions accordingly.

Some clients hand us their books, letting us manage them all year. Others have us check in regularly to better understand how their business is performing. Our teams’ broad-based experience enables us to develop and implement solutions that meet all of your accounting needs so you can focus on the success of your business. 

Haefele Flanagan’s Client Accounting Services team includes Certified Bookkeepers and Certified QuickBooks® ProAdvisors specializing in every level of QuickBooks® training and support, including the development and implementation of solutions. Our ProAdvisors are experts in all versions and editions of QuickBooks®, including desktop and online, and have serviced a wide array of industries.

Haefele Flanagan’s three-tier CLARITYCOUNTS™ Client Accounting Services include:

Essential Bookkeeping Service: 

• Reconciliation of bank and/or credit card statements
• Accounts payable
• Accounts receivable
• Month-end and year-end closing

Expanded Service: Essential Service plus:

• Monthly review of financial statements​ with management team
• Variance analysis
• Cashflow review

Comprehensive Service: Essential + Expanded Service plus:

• Detailed review of financials with management team
• Key Performance Indicators (KPIs) | Key Performance Drivers (KPDs)
• Trend analysis
• Compensation analysis
• Budget creation and review
• Financial Strategies

**Tax compliance and tax planning can be added to any of the tiered service bundles