Client Advisory + Accounting Services

You have a handle on your specific industry, but your organization may need assistance with its financial operations. BST provides a full suite of services, including accounting, budgeting, planning, and reporting. We can fill roles from Controller to CFO. Our partners build a relationship with your staff and collaborate with them to ensure that they have the right resources and expertise at their disposal.


Our CFOs help CEOs, presidents, founders, and entrepreneurs with their unique financial challenges, while our professionals understand advanced operational accounting and business workflows. With your financial operations in our hands, you can look to the future of your business. Take a look at our three levels of service to determine which tier or position is right for your company.

Grow — Gold

All of Silver’s services, plus:

  • Customized 1099 Processing and Advanced Accounting
  • Statistical Account Tracking
  • Dashboard/KPI Reporting 
  • Budgeting Assistance
  • Bank Relationships
  • Board of Director Meetings

Know — Silver 

All of  Bronze’s services, plus:

  • Hard Monthly Close
  • Advanced Accounting & Support
  • 1099 Processing
  • Dashboard/KPI Reporting 

Show — Bronze

  • Financial Statements
  • Accounts Receivable and Accounts Payable
  • Bank Transactions
  • Bank and Credit Card Accounting Reconciliations
  • Sales Tax Filing 

If you’re interested in a complete breakdown of our service levels, download our detailed descriptions here:


Download our Service Levels Document 



If you can’t find the perfect fit, contact us to develop a customized outsourced solution.