Most business owners these days are finding they are being pulled in several different directions at once. Add in the financial constraints and worries with the current economic concerns and engaging a new professional seems overwhelming. However, Client Accounting and Advisory Services (CAAS) offer a solution, yet many business owners hesitate to make the leap. Let’s explore the common roadblocks and why engaging a CAAS professional could be one of your best business decisions.
Roadblock #1: Many business owners worry that hiring a CAAS professional is too expensive or will stretch their budgets.
Reality: Hedman Partners LLP, like other CAAS professionals, will provide scalable, subscription-based services that can be more cost-effective than hiring in-house staff. More importantly, CAAS can help identify cost savings, process efficiencies, and growth opportunities that more than justify the investment.
Roadblock #2: Some owners fear losing control over their finances or are anxious about sharing sensitive information.
Reality: Hedman Partners LLP is a trusted advisor for many business owners, and we are a strategic partner, not a replacement. Our modern CAAS solutions are transparent and collaborative, allowing owners to maintain oversight while outsourcing time-consuming tasks. As an established full-service public accounting firm, we have robust security protocols and professional ethics, so your data stays safe and confidential.
Roadblock #3: CAAS is often misunderstood as “just another accounting service.” Owners may not realize the advisory and strategic benefits available.
Reality: CAAS professionals go beyond bookkeeping. While our team at Hedman Partners LLP hold certifications in QuickBooks and other platforms, complete and accurate financial records are just the start. We can also work with you to provide real-time financial insights, budgeting support, cash flow management, and advisory services—helping you make smarter, faster business decisions.
Roadblock #4: The thought of adopting new accounting software or digital workflows can be intimidating.
Reality: At Hedman Partners LLP, we do prefer that bookkeeping clients migrate to QuickBooks Online only because this helps us streamline our processes to keep fees low. However, we are always open to other platforms when providing accounting services. We invest time in determining the best-in-class technology for all services we offer. This means we handle the heavy lifting and training so you can reap the benefits of automation, accuracy, and real-time access.
Roadblock #5: Some business owners believe CAAS is only for large companies.
Reality: At Hedman Partners LLP, while advisory services are offered to larger companies, it’s the small, entrepreneur businesses that we feel could use more of the hands-on support that we offer. We can customize our services to fit your unique needs and budget, making us the ideal strategic partner for small and growing businesses.
Roadblock #6: Comfort with current bookkeepers or DIY solutions can create inertia.
Reality: While loyalty is admirable, evolving your financial management practices ensures your business keeps pace with changing markets and regulatory requirements. Most general bookkeepers can get the job done when it comes to producing historical financial statements, but as a CAAS professional, our focus is on the future, not just the past. We will bring outside perspective and up-to-date expertise that legacy solutions often lack.
Hiring a CAAS professional isn’t about giving up control—it’s about gaining a trusted partner who helps you make your business stronger, smarter, and more resilient. Overcoming the initial roadblocks means opening the door to greater efficiency, profitability, and peace of mind. At Hedman Partners LLP, we’re committed to making your transition to CAAS seamless, so you can focus on growing your business while we handle the financial details with expertise and care.
Contact: Janet Thomerson, CAAS Partner at (661) 286-1543 or janet.thomerson@hpllp.com for more information.
References:
AICPA: Client Accounting and Advisory Services
CPA.com: The Value of CAAS
Journal of Accountancy: How CAAS is Transforming Small Business