Schedule a Consultation
Accounting & Advisory Services
Strategic Accounting Support Without the Full-Time Cost
C.A. Consultants helps financial institutions, law firms, nonprofits, and growing businesses gain financial clarity through bookkeeping, reporting, compliance support, payroll, audit preparation, and advisory services.
Boutique Financial Operations
Cleaner books. Stronger reporting. Better decisions.
Professional accounting support should do more than record transactions. Our team helps you understand your numbers, clean up records, prepare lender-ready financials, and strengthen financial decision-making with a calm, executive-level cadence.
What You Get
Everything your business needs to stay financially organized, compliant, and prepared
Bookkeeping & General Ledger Management
Organized transaction tracking, account coding, and ledger maintenance to keep your books accurate and dependable.
Financial Statement Preparation
Clear, professional statements for internal decisions, banks, attorneys, boards, and stakeholders.
Bank Reconciliation
Monthly reconciliation support to identify discrepancies, protect cash accuracy, and strengthen financial controls.
Payroll & Tax Support
Reliable payroll and tax-related support designed to reduce administrative strain and improve compliance.
Audit & Review Support
Preparation assistance for audits, financial reviews, documentation requests, and compliance-related reporting.
Financial Cleanup
Correct historical accounting issues, resolve inconsistencies, and rebuild financial confidence.
Specialized Support
Accounting solutions for financial institutions and legal professionals
Trust / IOLTA Accounting
Support for law firms managing client funds, trust accounting, reconciliation, and IOLTA-related records.
Loan-Ready Financials
Financial packages prepared for lending conversations, underwriting support, and business financing needs.
Litigation Financial Support
Accounting assistance for legal matters requiring financial organization, documentation, or reporting clarity.
Client Referral Support
A trusted accounting resource for banks and law firms whose clients need financial cleanup, reporting, or ongoing bookkeeping support.
How It Works
From consultation to dependable monthly support
Discovery Call
A focused conversation about your business, records, deadlines, and support requirements.
Diagnostic Review
We review your books, statements, reconciliations, payroll process, and reporting structure.
Cleanup & Setup
We organize records, correct issues, establish reporting standards, and create a dependable workflow.
Monthly Cadence
Ongoing bookkeeping, reconciliations, reporting, payroll support, and advisory communication.
Pricing
Three service packages built around your level of support
Every client engagement is tailored, but these packages provide a clear starting point based on the complexity of your accounting needs.
Starter Accounting
$500 - $800 / month
For small businesses, startups, and organizations needing basic monthly accounting support.
- Monthly bookkeeping
- Bank reconciliation
- Basic financial reporting
- General ledger support
- Email support
Most Popular
Growth Accounting
$1,000 - $1,800 / month
For growing businesses, nonprofits, and professional firms needing stronger reporting and support.
- Full bookkeeping support
- Monthly financial statements
- Payroll support
- Reconciliation management
- Compliance support
- Priority communication
Advanced Advisory
$2,500 - $4,000 / month
For banks, law firms, complex businesses, and clients needing advanced reporting or advisory support.
- Advanced financial reporting
- Audit support
- Loan-ready financial packages
- Litigation financial support
- Trust/IOLTA support
- Financial cleanup
- Strategic accounting consultation
Industry Focus
Financial support tuned to the way your organization operates
Financial Institutions
Client accounting support, loan-ready financials, financial cleanup, and reporting assistance for referred clients.
Law Firms
Trust accounting, IOLTA reconciliation, litigation financial support, and accounting services for attorneys and their clients.
Nonprofit Organizations
Compliance-focused accounting, grant reporting, board-ready statements, and bookkeeping support for mission-driven organizations.
Small & Medium Businesses
Monthly bookkeeping, payroll support, cleanup, financial statements, and advisory services for growing companies.
Client Impact
Results-minded accounting leadership, grounded in real operating experience
C.A. Consultants brings hands-on experience with finance departments, healthcare centers, public-sector reporting, private businesses, and nonprofit operations.
Discuss Your SituationAbout C.A. Consultants
Experienced accounting professionals serving Mississippi businesses, banks, law firms, and nonprofits
Customized Accounting Consultants, LLC provides professional accounting services backed by over 60 years of combined experience. The firm specializes in compliance, reporting, financial cleanup, bookkeeping, payroll, audit support, and advisory services.
Senior Consultant
Jana Greene
Strategic finance executive with deep experience in financial leadership, budgeting, cash management, grants, public-sector accounting, nonprofit finance, and internal controls.
- Former Finance Director and CFO across public authority and healthcare organizations
- Experience managing budgets, grants, audits, payroll, revenue collections, and reporting
- Master of Professional Accounting and B.S. in Accounting from Jackson State University
Senior Consultant
Ash R. Osborne
Fractional CFO | Financial Systems & Growth Advisor
Strategic finance executive with 20+ years of experience leading financial operations, transforming accounting systems, and advising leadership across healthcare, construction, nonprofits, and growth-stage businesses.
- Builds scalable, technology-driven financial operations that improve visibility, reporting accuracy, and decision-making
- Strengthens governance, compliance, internal controls, audit readiness, cash flow, forecasting, and budgeting
- Licensed Broker-Dealer Agent, Investment Advisor Representative, and Life & Health Insurance license holder
Frequently Asked Questions
Answers before the first conversation
What is the difference between bookkeeping and advisory support?
Bookkeeping keeps your records organized. Advisory support helps you understand what the numbers mean and how to use them for better decisions.
Do you work with banks and law firms?
Yes. C.A. Consultants provides accounting support for financial institutions, law firms, and their referred clients.
Can you help clean up old books?
Yes. The team helps correct historical accounting issues, reconcile accounts, and organize records for better reporting.
Do you provide trust or IOLTA accounting support?
Yes. The firm supports law firms that need help with trust accounting, IOLTA records, and related reconciliation work.
Can you prepare financials for loans?
Yes. C.A. Consultants prepares loan-ready financials and reporting packages for businesses seeking financing or banking support.
Do you offer monthly services?
Yes. Monthly packages range from basic bookkeeping to advanced advisory support.
Ready to get clarity on your numbers?
Schedule a consultation with C.A. Consultants and find the right accounting support package for your organization.
Schedule a Consultation
Tell us what kind of accounting support you need.
Our team will follow up to discuss the best next step for your organization, deadlines, records, and monthly support needs.