It’s our business to ensure your business is thriving. We get to know the ins and outs of your organization so that we can provide client accounting & advisory services solutions that are just right for you and your unique needs.
As your business grows, so do your accounting needs. You may go from one account and a few employees to juggling multiple accounts and an ever-growing payroll. That’s where we come in. Our Client Accounting & Advisory Services department provides outsourced accounting services by experienced professionals who handle it for you. From family office accounting to complete year-end reporting, we give you time to focus on the parts of your business that you love the most.
Ongoing Accounting Services including, but not limited to:
Ongoing Tax and Advisory Services including but not limited to:
Including but not limited to:
Meet Craig
Craig is a Principal, Director of Client Accounting & Advisory Services and enjoys traveling, golfing, hiking, and spending time with family.
Meet Kim
Kim is a Senior Manager
Meet Derek
Derek is a CAAS Manager.
"SC has handled our tax returns for over 20 years. We are consistently satisfied. When we have asked about other personal financial concerns, we receive timely, professional advice.”
"The SC team took the time to listen to my needs, learn about my businesses, and consistently deliver as promised. They even identified, on their own, additional tax savings without my requesting a review of our tax payments.”
"Sweeney Conrad has done a great job of managing my very complicated tax work. It has been a real load off of my mind. They work seamlessly with my financial advisors too.”
"I worked with Sweeney at my former employer for 8 years or so. In my new position – at a new company – I missed their expertise…so I brought them with me!”