Automated Accounting Services: A Leader in CAS

In the charming town of Salisbury, Massachusetts, Automated Accounting Services is making a significant impact in the Client Advising Services (CAS) sector. Since its founding in 2009, this innovative firm has been recognized as one of the Woodard Top 50 CAS Practices. Known for its specialized expertise and commitment to client success, Automated Accounting Services is setting new benchmarks in the industry.

Core values that drive success 

Automated Accounting Services thrives on four core values: Engage, Educate, Enlighten, and Empower. These principles guide every client interaction, ensuring that businesses not only receive expert financial guidance but also learn to lead profitable and thriving teams. At Automated Accounting Services, clients gain a trusted advisor who is invested in their long-term success. 

A specialized team with industry expertise  

With a dedicated team of eight professionals, Automated Accounting Services specializes in serving small to medium-sized businesses in the SaaS, construction, and contracting industries. Their core CAS offerings include Outsourced CFO, Outsourced Controller, and Outsourced Bookkeeping services. This specialization allows them to provide tailored and practical solutions that address the unique challenges faced by their clients. 

Transforming client success stories 

A notable success story involves a logistics company that was uncertain about the viability of one of its sites. Automated Accounting Services conducted a thorough analysis and discovered that, while the site was less profitable, it was crucial for operational efficiency. By cutting unnecessary costs and maintaining the site, the client achieved the right balance between financial efficiency and operational readiness. This story highlights the firm’s dedication to delivering clarity and strategic insight. 

Recognized for excellence 

Automated Accounting Services' achievements have been widely recognized. Founder Monique Swansen has been named an Insightful Accountant Top 100 ProAdvisor multiple times and was honored as one of the Top 50 Women in Accounting for 2024. Her involvement with the Intuit Accountant Council further underscores the firm’s leadership in the industry. 

Innovation and community at the core 

Innovation is at the heart of Automated Accounting Services’ operations. By combining cloud-based automation with expert oversight, they offer clients real-time financials and trusted insights. This hybrid approach ensures that clients receive accurate data and the strategic guidance needed to make informed decisions.  

Community engagement is equally important. By fostering a supportive environment within the team and with clients, Automated Accounting Services creates a sense of belonging and collaboration. This community-driven approach enhances client satisfaction and contributes to the firm’s overall success. 

A bright future ahead 

Automated Accounting Services continues to inspire with its unique blend of professionalism, innovation, and client-centric service. As they look to the future, their commitment to empowering clients and fostering a positive community remains unwavering.   

Their advice to new CAS firms is insightful:  

“Hire sooner than you think you need to. When you’re starting out, you’re wearing every hat—owner, accountant, admin, marketer, tech support. By the time you feel like you need help, you’re already behind. Bringing someone on earlier creates the breathing room you need to serve clients well, grow sustainably, and avoid burnout.”  

For more information about Automated Accounting Services and their services, visit their website at automatedaccountingsvc.com.  

This spotlight is part of our Top 50 CAS Practices series. Stay tuned as we continue to celebrate innovation and excellence across the profession.     

This article was generated by AI and reviewed and edited by a human.