Client Accounting Services

At GreerWalker, our Client Accounting Services (CAS) team offers professional outsourced finance and accounting to guide businesses every step of the way. In addition to accounting advisory services, we also provide business consulting services that help organizations improve operational efficiency and strategic growth. With the right blend of technology, knowledge, and flexibility, our services help you outsource your accounting operations while gaining deeper financial insight and control.

We integrate leading cloud-based platforms, such as Sage Intacct and QuickBooks Online, to create a modern, secure, and efficient outsourcing process. Whether you’re a high-growth startup or a well-established family business, our client bookkeeping and accounting services are designed to scale with you.

Our experienced team of CPAs and Client Accounting Specialists act as an extension of your finance department. From day-to-day bookkeeping, strategic forecasting, CFO service consulting, and managed payroll services, GreerWalker’s CAS offerings help your back office run efficiently, accurately, and insightfully.

Industry-Leading Experience

Our team includes professionals at every level, who bring decades of experience across industries such as manufacturing, real estate, professional services, and more. This allows us to offer accounting advisory services that are designed for your sector.

Cost-Efficient Operations

The benefits of outsourced accounting go beyond just saving money. By working with GreerWalker, you reduce overhead related to hiring, training, payroll, IT, and compliance. Our advisors deliver results that are both efficient and cost-effective, helping you redirect resources toward growth.

Real-Time Financial Insights

We don’t just manage your books—we provide you with clear, actionable data. Using cloud-based dashboards and automated reporting tools, our client advisory services help you spot red flags early, uncover new opportunities, and make smarter, data-driven decisions.

Technology-Driven Automation

Our team uses Sage Intacct, QuickBooks Online, and other leading platforms to manage your accounts payable, receivables, payroll, and cash flow. We handle the technology so you can stay focused on running your practice.

At GreerWalker, we understand that no two businesses are alike. That’s why we offer scalable client accounting & advisory services personalized to your growth stage, industry, and internal capacity. Whether you need basic bookkeeping or full controller-level support, we build a plan that fits your needs.

Basic Accounting Services

• Monthly bookkeeping
• Bank reconciliations
• General ledger maintenance
• Accounts payable and receivable processing

Perfect for businesses looking to outsource their accounting tasks and deliver clean, accurate records month over month.

Advanced
Accounting

• Monthly financial statements
• Accruals and journal entries
• Expense tracking and categorization
• Budgeting support

Ideal for businesses ready to take the next step with more detailed and strategic financial reporting.

Full-Service Accounting Department

• Dedicated accounting team
• Payroll coordination
• Cash flow monitoring
• Audit preparation
• Full-Service Accounting Department

This full-package solution gives you all the support of an internal team- without the overhead.

Virtual CFO / Controller Services

• Strategic financial oversight
• Forecasting and financial modeling
• Investor and lender reporting
• Risk management

For companies seeking executive-level client advisory without hiring an in-house CFO.

Consulting & Special Projects

• System implementation & workflow automation
• Financial process improvement
• Temporary back-office staffing
• Merger & acquisition support

Our advisory services in accounting can also support you during key transitions or high-impact projects.

Based in Charlotte, NC, and Greenville, SC, we partner with small and mid-sized businesses across the Southeast and beyond. Our client accounting & advisory services are especially valuable for:

• High-growth startups
• Multi-entity organizations
• Family-owned businesses
• Companies preparing for audits, funding rounds, or acquisitions

Outsourcing delivers more than efficiency; it helps businesses create sustainable success, as highlighted by Sage. If your company is expanding quickly or needs to strengthen its financial infrastructure, our team can provide the stability and guidance you need.

The right financial partner can make all the difference for your business. Whether you’re looking for reliable outsourced payroll services, accurate day-to-day bookkeeping, or long-term CFO consulting services, GreerWalker’s Client Accounting Services are designed to grow with you.

Contact us today for a free consultation and discover the full benefits of outsourced accounting.