• Collaboration

    Accounting services can be performed 24/7 from anywhere in the world – no down time in the cloud!

  • CASE is a Bronze Partner of Xero.com!

    CASE is one of a few Xero partners located in Southern California.  The Xero partner community is growing all the time but CASE was an early adopter of this "beautiful" cloud accounting application. Xero has a tight integration tool with Salesforce.com that is particularly useful for small-to-medium companies using Group or Professional versions of Salesforce.com.

  • Accounting & Finance Administration

    CASE offers trained accountants that can supplement your accounting staff on a monthly, quarterly or even annual contract basis.

  • Review Your Accounting Processes and Needs

    We’ll help you determine key metrics to design the right dashboard and reports to streamline your success.

  • Consulting At Your Pace and Budget

    CASE will work with key team members or staff in a “train the trainer” approach, working one-on-one to both minimize the costs of your implementation and maximize the capabilities of your team.

  • FinancialForce.com Implementation Consulting

    CASE has been working "hands on" with FinancialForce.com as both a customer and implementer since the application first launched in 2009.  Since we are accountants who know Salesforce, CASE is uniquely positioned to help you leverage your FinancialForce application.

Need Salesforce-Savvy Accountants or CPAs?
 

Cloud Applications & Accounting Services Partners with and Specializes in These Applications

Services

  • CRM Implementation
  • CRM Configuration
  • Force.com Customization
  • Salesforce "ERP" Planning

Services

  • CRM Implementation
  • CRM Configuration
  • Force.com Customization
  • Force.com Integrations
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Services

  • Accounting Implementations
  • Accounting System Conversions
  • Accounting Integrations
  • Accounting Application Support

Services

  • Order to Billing Products
  • Order and Billing Customization
  • Billing and Accounting Integration
  • Native Salesforce Application

Services

  • Accounting Conversion
  • Accounting Integrations
  • Ongoing Accounting support