Transactional Services

Your HBK CAAS team is comprised of dedicated paraprofessionals, accountants, and CPAs who focus solely on providing CAAS services. We facilitate or assume nearly all your accounting and finance-related tasks, including transactional services.

Content_Client Accounting_Transactional Services

Outsourcing the day-to-day transactional function of your business provides an appropriate base for accurate and timely financial reporting.

The transactional services we provide include:

  • Coding and classification of transactions within your general ledger
  • Bill pay services
  • Cash and investment account reconciliations
  • Credit card and loan reconciliations
  • Payroll processing and recording
  • Sales tax reporting and filing

Speak to one of our professionals about your organizational needs

"*" indicates required fields

HBK uses the contact information you provide to send you information about our products and services. You may unsubscribe from these communications any time. For information on how to unsubscribe, as well as our privacy practices and commitment to protecting your privacy, check out our Privacy Policy.