VonLehman is now part of Dean Dorton. Click here to learn more about the merger.

Client Accounting & Advisory Services (CAAS)


Client Accounting & Advisory Services

When you really want your business to succeed, that quarterly or annual visit to your accountant is not going to be enough. You really need a year-round trusted adviser. VonLehman’s Client Accounting & Advisory Services team is here to help your business prosper.

Our team of experts are not the run of the mill tax and audit professionals. We offer business advice from projecting costs on upcoming deals, to investments that you should be looking into to add value to your business. You need access to accounting expertise on a regular basis to help you evaluate information, make decisions, and take action to secure your business’ long-term financial health – and your own.

Why VonLehman for your Client Accounting & Advisory Needs?

Companies who hire accounting help usually discover they weren’t doing nearly as well on their own as they thought they were. Our team is made up of more than people who crunch numbers for you once a year. We’re your strategic business partners who know accounting and can advise you on how to reach your goals while reducing costs. Please see the right column for a list of our core accounting & advisory services.



Financial analysis is crucial in gaining an understanding of your company’s performance. We will provide you with numerical, graphical and plain language analysis of your profitability, sales, liquidity and overall financial position. Our team can also analyze how you compare with industry standard benchmarks, as well as, real-time industry averages of others in your industry.


We offer Bill.com for all your bill payment and cash flow management needs. This online cloud-based accounting service solution will automate your entire bill pay processes and increase efficiencies by 50-75%, while adding more hours for you to dedicate to your business.

We recommend Bill.com as a simple, cost-effective way to streamline your payables processes and get back to focusing your attention on your business.  If paying bills is becoming painful, contact us to schedule a no-cost, no obligation demo of Bill.com.  We’ll show you how we can put this technology to work for you in no time at all.


To succeed in business, financial reporting is the most important area of concern. Accurate financial records will tell you if you are making money or losing money, where you may be spending too much and which areas in your business need your attention. A professional and detailed bookkeeping system is the foundation on which your business will succeed and achieve the growth required to take your business to higher levels.

By outsourcing your account to VonLehman, you will save overhead costs that align with hiring more staff. You can be assured our expert bookkeepers are performing duties timely and efficiently so your time can be freed up to focus on growing and operating your business. Our services include managing accounts receivable and accounts payable, banking reconciliation, inventory management, payroll and tax applications, and much more.


Our team can provide you with the expertise of a corporate CFO at a fraction of the cost. We provide strategy, planning, oversight and compliance services that will make it easier for you to focus on what you do best. We can also assist with cash flow analysis which helps you understand where your money is coming from, where it’s going and the critical timing issues that can guarantee – or threaten – your business’ ultimate health.

Individual Income Tax and Personal Financial Planning

When looking out for the financial well-being of a small business, you must also look at the well-being of the person behind that small business. At VonLehman, we understand the intricacies of individual income tax. This knowledge provides advice at less cost because clients aren’t paying us to learn their industry. Additionally, we work closely with company owners to ensure all overall business strategies complement their personal tax situation. Our tax team advises on succession & retirement planning, estate planning, strategic planning, and mergers & acquisitions.


When it comes to account software, we have QuickBooks® certified advisors that can assist you in setup, training, consulting and upgrades. These experts can be your guide to navigating the tools and features of QuickBooks®.

Software Consulting Services - Implementation

Using the right tools for the job are important at any stage of a business, which is why we offer software consulting services to clients seeking to implement or upgrade accounting systems.  Whether you need a simple solution to track income and expenses or a complex system to integrate multiple aspects of your business, a VonLehman software consultant can help evaluate your needs to recommend a right-sized solution for your business.  Our consultants then work with you every step of the way to increase productivity and enable your business to be more successful through modern programs and applications.

Team Leaders

Team Members

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