What We Do

Client Accounting & Advisory Services

Borland Benefield’s Client Accounting & Advisory Services division partners with you to develop tailored solutions to your accounting needs. By offering both recurring and consulting services, we can mitigate your accounting responsibilities so you can focus on the growth of your business. In the current business environment inundated with a myriad of technological offerings, we endeavor to gently guide you into this cloud-based, highly automated world.

At Borland Benefield, we embrace the efficiencies gained through technology but recognize the fact that there is no replacement for human interaction and guidance in the accounting world. We offer a team approach to each client to enable multiple levels of support. Developing a strong rapport with our clients is crucial to understanding and fulfilling their needs.

Our Industries

Advisory Services

Are you unhappy with your payroll services or accounting software? Are your financial reports like a foreign language to you? We can help by:

  • Evaluating your current accounting setup and suggesting technology platforms that would yield efficiencies.
  • Assisting with a transition to a user friendly, affordable payroll service.
  • Coordinating a transition to a cloud based software. Our team is highly experienced with
  • QuickBooks Online (QBO) with our staff required to maintain QBO certifications.
  • Restructuring your chart of accounts so that financial reports provide meaningful information to the non-accountant.
  • One-on-one QBO training as needed.
  • Financial statement review as needed.

Recurring Services

We offer three accounting service levels – silver, gold and platinum – but we are flexible and can modify a plan to meet your needs. Depending on the plan, we offer some of the following recurring services:

  • Bill payment
  • Bank reconciliations
  • Credit card reconciliations
  • Payroll assistance
  • Track fixed assets and related depreciation and amortization
  • Prepare and review monthly financial statements used to monitor financial strength in a timely basis
  • Coordinate with the tax department during the year to provide quarterly tax estimates

Maintaining your accounting records enables a smooth transition to our tax department to not only complete annual tax returns but also facilitate proactive tax planning.

Steady. Accurate. Consistent.

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