The Numbers Are Clean. So Why Does Growth Still Feel Fragile?
- Cash is tighter than it “should” be
- Decisions feel heavier than they used to
- It’s unclear which numbers actually matter
- Growth is happening but it’s harder to manage
What CAAS Actually Does
CAAS starts with getting the numbers right.
Then it turns those numbers into clarity.
- Clean up and stabilize bookkeeping
- Build consistent, reliable financial reporting
- Understand what’s changing and why
- Use the numbers to make confident decisions
This isn’t bookkeeping.
It’s financial infrastructure that grows with the business.
No video selected
Select a video type in the sidebar.
No video selected
Select a video type in the sidebar.
Support that Scales with You
ACCOUNTING SERVICES(What most people used to call bookkeeping) Getting the numbers right Best for: Businesses that need clean, reliable financials before anything else works. This is where everything starts and where many businesses stay longer than they should. Typically includes:
This work creates the foundation for every decision that follows. How it feels without this:
|
FRACTIONAL CONTROLLERTurning accurate numbers into control Best for: Growing businesses that have revenue but need tighter financial discipline and visibility. Once the numbers are right, the real question becomes:
Are they being managed or just recorded? Typically includes:
This is where surprises get smaller and decisions get steadier. How it feels without this:
|
FRACTIONAL CFOFinancial leadership for bigger decisions Best for: Businesses making high-stakes decisions that require forward-looking financial leadership. When the stakes rise, owners need more than reports. They need perspective. Typically includes:
This is about seeing around corners before decisions are locked in. How it feels without this:
|
Scope of Services
Breakdown of BGW CAAS
ACCOUNTING SERVICES(Foundation / “Getting the numbers right”) Scope includes:
Optional add-on:
|
FRACTIONAL CONTROLLER(Control / Visibility / Discipline) Scope includes:
Optional add-on:
|
FRACTIONAL CFO(Forward-Looking Strategy / Capital Decisions) Scope includes:
Optional add-on:
|
Our Proven Process
Our Proven Process is designed to ensure our bookkeepers in Charlotte, NC are intimately involved in your business–wherever it may be! - and addressing important topics throughout the calendar year through both direct, one-on-one meetings with you or at one of our educational events.
Let’s get to know each other
In our initial meeting, we’ll get to know each other, set goals based on what’s happening right now, and identify and align values. This is where we decide if we’re a good fit. You’ll also let us know what you expect from us. Believe us, we’re listening.
Business Lifecycle & Gap Assessment
Here’s where we get an even clearer picture of our starting point and what opportunities exist for improvement – from tax planning and cash flow optimization to wealth planning and succession. At the end of this stage, you’ll know exactly where we’re heading.
Customized Service Package
Each individual and business is unique, so we carefully select our approach and the members of your bookkeeping service team with great care. Each year, we’ll revisit your service plan with you and determine next steps, completion dates, and how we’ll communicate everything to you.
