Clarity, Confidence, and Continuity.

We go beyond bookkeeping. Smith Leonard’s Business Services Group (formerly Client Accounting Services) plugs into your operations like an in-house finance team—closing the books, streamlining payables, producing board-ready reporting, and delivering forward-looking guidance. You get real-time visibility, fewer surprises, and a partner who understands that your company is part of your broader financial life. With local relationships and national-level resources, we help you operate with confidence and plan for what’s next. 

Service Categories 

• Client Accounting Services: From transactional to KPIs-All of your accounting needs. 

• Bookkeeping services: Solutions for bill pay and providing bookkeeping safeguards.  

• Core Accounting & Close: Monthly/quarterly/annual close, compilations, reconciliations, audit-ready workpapers, and management reports. 

• Payroll, Sales & Property Tax: Set-up, administrative support and coordination and consult, filings, and year-end 1099 assistance. 

• Business & Individual Tax Services: corporate, personal, gift, estate, trust, and partnerships.  

• Controller Services: Metrics and dashboards, budget vs. actuals, variance analysis, cash-flow & working-capital management, banking and insurance relationships. 

• Advisory & CFO: Forecasting and scenario planning; support for acquisitions, dispositions, succession, and board/management presentations. 

• Systems & Automation: Practical tech stack guidance to eliminate manual processes and deliver timely data. 

What does this mean for your business? 

• Fewer fire drills. On-time closes and proactive cash planning reduce surprises. 

• Better decisions. Advisory layered on accurate books = meaningful, timely choices. 

• Right-sized support. Scale services as you grow, without adding headcount. 

FAQs 

Why change the name to Business Services Group?  

The name shift from CAS to BSG reflects the desire to expand the role as a strategic partner delivering finance operations, scalable solutions and forward-looking guidance for businesses at all stages of growth. Our goal is to unify accounting, advisory, and technology-driven services under a unified “business services” model to provide real-time data and insight for crucial client decision making. 

How is BSG different from outsourced bookkeeping? 

We manage the full finance function—close, reporting, tax touchpoints—and add controller/CFO-level guidance so owners can make decisions in real time. 

What does onboarding look like? 

Discovery → data/file analysis → implementation of the monthly close cadence and reporting pack; then migrate into recurring workflow. 

Will you attend board or lender meetings? 

Yes—our team prepares materials and presents when requested. 

Do you also handle tax? 

Yes! Business and individual tax services are coordinated alongside your BSG engagement through our firmwide tax practice. 

What tools do you support? 

We fit the stack to your needs and automate where it counts. 

Need more information CLICK HERE or use the QR code to complete a New Client Interest Form. All forms are encrypted and held in strictest confidence. You will be contacted by a member of the BSG Team shortly.