Client Accounting Services

Our Approach

Client Accounting Services at EHTC brings controller-level insight into your financial operations. Our team combines best-in-class technology with hands-on expertise to provide accurate, timely financials that drive better business decisions. 

Whether your closely held business is scaling operations, planning an exit, or simply tired of unreliable reports, we provide the accounting infrastructure and guidance you need to grow with confidence. 

Three Stages of Client Accounting Services

Discovery

Walk through and document your accounting procedures, evaluate internal controls, and identify opportunities for improvement. 

Implementation & Automation

Refine your month-end processes, clean up financial statements, and automate key functions like banking, A/P, and credit card transactions. 

Monthly Accounting

Ongoing support with bank reconciliations, AR/AP management, payroll processing, and accrual accounting. 

Areas of Specialization

  • Accounting System Implementation 

  • Department-Specific Budgeting 

  • Expense and Income Allocations for Divisional Reporting 

  • Cash to Accrual Conversion 

  • Account Reconciliations Preparation 

  • Transaction Automation 

  • Monthly Write-Up Services 

  • Financial Statement Preparation 

  • Financial Process & Procedure Establishment 

  • QuickBooks Consultations 

  • Support Exit Planning and Due Diligence Process 

Meet the CAS Team

Chelsea Sheafor, CPA

Client Accounting Services Partner

What Our Clients Say About Us

Recent EHTC Insights

Ready to Improve Your Accounting?

If you're tired of unclear financials, manual processes, or accounting systems that aren’t keeping pace with your growth, let’s start a conversation. Reach out to our Client Accounting Services team to discuss where your business is today and where you want it to be tomorrow.