Cilliers CPA, A Manifestly Success Story

Cilliers CPA is a full service accounting firm licensed in Arizona. They offer a broad range of services for business owners, executives, and independent professionals.

Founded in 2006, Cilliers is not your typical accounting firm. The staff at Cilliers CPA love helping their clients, and having some fun along the way. Philip and the rest of Cilliers CPA take care of the accounting, financial statements, payroll and taxes, while their clients run their businesses or just enjoy their number free lives.

Cilliers uses checklists for several processes, we’ve highlighted three.

  1. Tax Preparation Checklist
  2. Offboarding Clients
  3. Monthly Accounting Checklist

Tax Preparation Checklist

A yearly process for helping people and firms with their taxes. Cilliers finds great value in the comments features and uses this for getting partner signoff. As they say “Things change in tax preparations”, and with this checklist they’re confident less mistakes are made.

Offboarding Clients

Along with their client onboarding checklist, Cilliers also utilizes an offboarding checklist with the client, to ensure systems are updated, letters are sent, and the process is dependable and timely.

Monthly Accounting Checklist

Cilliers CPA manages the monthly financial statements for many businesses. They’ve found this checklist helps make sure the accountants in the firm are doing the routine things and helps those accountants keep track of what is done and left to do. Compared to the paper binders they once kept, Manifestly has greatly improved this process.

Check out more Manifestly success stories at https://www.manifest.ly/success

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