Client Accounting ServicesTake your financial processes from functional to optimal

The right levels of expertise, just when you need themYour accounting support needs are a moving target. So why lock into a hire who may not be able to keep pace? Our CAS team has the expertise to handle finance-related tasks at every level — for less than the cost of adding to your head count.

Choose from four service levels tailored to your specific requirements

BookkeeperCovers foundational financial necessities including payroll, bill pay and reconciliation of bank and credit card statements. Our mobile-friendly platform lets you review and approve tasks on your schedule. We handle the day-to-day basics so you’re free to think, plan and create.

AccountantFor growing businesses that need more than basic bookkeeping support — for example, a process to report results if you’re seeking investors, partners or financing. The scalable CAS platform provides easy-to-read reporting on basic Key Performance Indicators (KPIs), so you know just what you need to achieve your goals. Plus, we’ll also handle your annual tax preparation and filing.

ControllerWe’ve streamlined your accounting processes, but now you need more. CAS supports your growth with true controller skills and structure — a custom accounting policy & procedures manual, external audit assistance, budgets for operations and/or capital expenditures, and meaningful KPIs for more informed decision-making.

Bookkeeper Accountant Controller CFO

CLIENT ACCOUNTING SERVICES

Bookkeeper Accountant

Controller CFO

CLIENT ACCOUNTING

SERVICES

Finance-related tasks — from basics

like bookkeeping and payroll to game-

changers such as structuring an

acquisition — are what keep your

business humming.

But they can also divert your time and

attention from more strategic goals. And

without the right systems and processes,

you may not even be getting the data you

need to deliver results.

Magone & Company created our Client

Accounting Services (CAS) to streamline

the accounting and finance functions for

growing companies like yours.

Say goodbye to “rear-view” accounting

Our cloud-based CAS platform helps

your business operate more efficiently:

• The financial skills, services and

systems you need — without investing

in technology infrastructure and

expensive salaries and benefits.

• Data is accessible 24/7, giving you more

visibility into your financials and more

freedom to work the way you want.

• Off-site data storage provides

invaluable disaster recovery protection.

• Enhanced internal controls and

processes lessen your risk exposure.

We’ll help you reduce costs, make more

informed decisions, and gain back

valuable time to work on your business

— not just in your business.

Scalable financial support, systems and processes without the costly overhead

CFOYou’re poised to take your company to new heights. Our CFO-level services incorporate all the benefits previously outlined, with a focus on strategic initiatives — think mergers and acquisitions, bank financing and cash flow, sales compensation structure, incentive compensation plans, gross margin analysis, process and procedures or sale of the business.

With Magone & Company’s CAS Services, you save time and money at every stage, because you’re creating a smart financial structure — not carrying unnecessary salary and benefit costs.

All CAS Services are custom-tailored to your business, so we start with a three-step onboarding process to assure the strongest outcome:

[1] Assessment — We meet to better understand your current processes, including payroll, bill payment, financial reporting and invoicing. We map out these processes via flowchart and indicate areas where efficiencies can be achieved using the CAS platform.

[2] Implementation — A Magone & Company implementation specialist constructs your chart of accounts, integrates third-party programs as needed, develops custom reporting dashboards, and oversees quality assurance testing.

[3] Service Initiation — Delivery of your custom CAS service platform begins.

A strong financial framework starts here Our goal is to help your company reach its full potential. Our Client Accounting Services contribute to that goal on multiple levels — from reducing IT infrastructure investment and expensive staffing costs to strengthening your company’s internal controls, transparency and access to data.

You benefit from a team of seasoned experts who know growing companies like yours inside and out — and how to put the right systems and processes in place to accelerate that growth. Secure 24/7 online access delivers the convenience of viewing your accounting-related data anytime, anywhere — approving bill payments, reviewing payroll reports, monitoring cash flow. And our system’s mobile-optimized functionality means you’re never tied to a desk to get things done.

Best of all, off-site data storage provides invaluable disaster recovery protection, as well as best-in-class encryption and other security controls.

Scalable financial support, systems and processes without the costly overhead

“The system Magone & Company recently put in place has resulted in more timely and accurate reporting and tax filing. We’re now able to manage the finances of our busy practice with little effort.”

David Franzoni, M.D. Essex-Hudson Urology

Bookkeeper. Accountant.

Controller. CFO. Choose the level

of support that’s right for your business.

For more information, call (973) 301-2300.

56 Livingston Avenue, Suite 250, Roseland, NJ 07068 Ph: (973) 301-2300 Fax: (973) 988-1218

Financial skills, services & systems to accelerate your success • Increased accessibility and transparency

• Real-time financial & operational insights

• Consistent procedures & quality control

• More time for strategic corporate initiatives

To learn more: Call (973) 301-2300 or go to magonecpas.com

“Magone & Company’s insights into our business have proven instrumental in maintaining our operational profitability. They’re great at the accounting and tax, but it’s the extra value from a business and operational perspective where there’s a real difference from other accountants.”

Justin R. Verola, President / Owner Verola Worldwide Logistics