• 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.

  • Quickbooks

    CASE accountants are Quickbooks Online Pro Advisors. The leading small business software has been enhancing its Online application and is committed to Cloud Accounting. Now you can do just about anything you have been doing in your Quickbooks Desktop application but from anywhere and using any mobile device. Quickbooks Online is easier to integrate with other applications too!

Need Salesforce-Savvy Accountants or CPAs?

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


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


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


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


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


  • Accounting Conversion
  • Accounting Integrations
  • Ongoing Accounting support