Client Accounting Services

Efficient finances, informed decisions

Running a business is no small feat. With various responsibilities demanding attention, accounting often takes a backseat. However, maintaining accurate financial records is crucial for compliance and gaining insight into your company’s overall health. Many businesses simply lack the inhouse expertise to manage their accounting effectively, which can lead to inconsistent and inefficient processes.

At Sansiveri, Kimball & Co., we offer comprehensive Client Accounting Services designed to give your business the structure and expertise it needs. Our team provides solutions that include accurate general ledger detail and financial reporting, QuickBooks consulting, and more to help streamline your accounting functions. Let us help you manage these critical tasks so you can focus on what matters most growing your business.

What we do

At Sansiveri, Kimball & Co., we offer a comprehensive suite of services tailored to meet your business needs. Our Accounting services include:

  • Outsourced CFO / Controller Services: Gain strategic financial guidance without the overhead of a fulltime hire.

  • General Ledger Maintenance: Let our experts manage your financial transactions, ensuring accuracy and compliance.

  • Workflow Efficiency Services: Streamline your processes to improve productivity.

  • Monthly Financial Reporting: Deliver timely, accurate financial insights to support informed decision-making and improve cash flow visibility.

  • Accounting Process Training and Consulting: Equip your team with the knowledge to manage accounting effectively.

  • Sales and Use Tax Consulting: Navigate complex tax regulations with confidence, minimizing liabilities.

  • QuickBooks Consulting: Maximize your use of QuickBooks for efficient financial management and reporting.

Lorena Voyer

Partner, Director of Client Accounting Services

 

As the former owner of Controlled Solutions — now a fully integrated part of Sansiveri — Lorena Voyer brings over 30 years of experience supporting small to mid-sized firms across a range of business functions. Her expertise lies in delivering consulting services that enhance strategic planning and leadership initiatives. With a focus on optimizing financial operations, Lorena is dedicated to helping businesses achieve their goals through effective accounting solutions.

 
Kelsey Rainone Rustad

Senior Client Account Manager

Jayme Simoneau

Senior Account Manager, Client Account Service

Lisa Sousa

Senior Client Account Manager

Your next successful business venture starts now with Sansiveri.

From strategy to execution, we’re here to guide your business with clarity and confidence. Connect with our experts today!