Bookkeeping & Accounting

We dive into your day-to-day entries, reconciliations, and reporting, keeping your books spotless and up to date.

Caramel’s edge: With seasons of multi-client workflows under our belt, we spot patterns early like cash flow hiccups, so you avoid surprises.

Your win: More time for client strategy, less for late-night balancing acts.

In the rush of client reconciliations, inaccuracies erode trust and margins—49% of firms struggle with GAAP ledgers amid multi-portfolio demands. Our virtual specialists manage AP/AR, daily tracking, and custom reports, reducing errors 40% and reclaiming 25 hours/week for advisory pursuits.

Tailored Benefits:

• Multi-Client Precision:  Unified ledgers across practices—GAAP-compliant, no silos.
• Real-Time Oversight: Flag discrepancies instantly—scale from 10 to 100 clients seamlessly.
• Reporting Customization: Tailored P&Ls for your client pitches—investor-ready. 
• Cost Predictability:  Fixed fees Model