Financial Services for CPAs

We help your firm deliver exceptional client service

A trusted client accounting services partner

Assetiam helps firms expand capacity without expanding headcount.

Accounting firms across Canada continue to face increasing demand for client accounting services amid ongoing staffing challenges and pressure to deliver more value to clients.

Supporting your clients. Strengthening your firm.

As a division of Adams + Miles, we provide bookkeeping, payroll, reporting and controllership services that complement the work performed by CPA firms. Our role is simple: to help your firm deliver exceptional client service while you maintain ownership of the client relationship.

Our support services include:

  • Bookkeeping and transaction processing
  • Account reconciliations
  • Month- and year-end reporting
  • Financial statement preparation support
  • Working paper preparation
  • Cloud accounting implementation and optimization
  • Payroll administration
  • Controllership services
  • Fractional CFO services

Built for collaboration

We understand the importance of trust and professional boundaries.

Assetiam regularly collaborates with independent CPA firms, providing client accounting services that complement their tax, assurance and advisory offerings. Where assurance independence requirements apply, we work alongside firms to ensure responsibilities remain clearly defined. Our goal is not to compete with accounting firms. It’s to help them grow.

Viewpoints

  • A CPA firm working with their client accounting services (CAS) provider
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  • Assetiam logo
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    Introducing Assetiam, the new client accounting services division of Adams + Miles