Custom Accounting Solutions (CAS)

The world is changing and so are the demands on your business. Businesses in this fast-paced economy need real time financial data at their fingertips. This information needs to be in a format that is easily accessible from anywhere, easily managed, and utilized properly. Dermody Burke & Brown's Custom Accounting Solutions (CAS) can help. We can deliver the outsourced accounting support that is right for your business. Whether it is Basic Accounting, Advanced Accounting or a Full Service Accounting Department, we can provide the solution you need.

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The Trusted Partner for Outsourced Accounting

Our firm has been providing valued strategic business, tax, and a wide range of consulting services for over 65 years. We take the time to understand your business operations, past success, current challenges, and future goals to create the infrastructure needed for your success.

DB&B, along with our CAS team, has extensive experience in all levels of finance and outsourced accounting. Our outsourced accounting professionals can help streamline your workflow, making you more efficient while delivering custom management tools designed for your success. Outsourced accounting will reduce in-house costs and save valuable time by leveraging the latest technologies on all of your devices.

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Our Outsourced Accounting Service Levels Include:

Outsourced Accountant

This is a good fit for small businesses with basic accounting needs, including your essential company tasks such as monthly bank reconciliations, accounts payable processing, and dashboard financial reports.

Cloud-based accounting software
Document portal
Accounts payable entry & processing
Payroll allocation
Employee expense tracking & reporting
Monthly bank & credit card reconciliations
Sales tax reporting
Balance sheet & income statement
Year-end trial balance for tax preparer

Outsourced Controller

This is ideal for businesses with more complex accounting needs, including full bookkeeping services, accounts receivable, asset maintenance, and payroll processing.

All Basic Accounting services
Accounts receivable client invoicing & payment application
Payroll processing
Depreciation & fixed asset maintenance

Outsourced CFO

A complete bookkeeping and outsourced accounting service with a team of professionals handling all of the processes and procedures. This service is a good fit for companies that want advanced reporting and optimal performing analytics.

All Basic and Advanced Accounting services
Project tracking & billing
Inventory Management
Cash flow analysis & budgets
Advanced management & reporting analysis
Additional solutions such as KPI analysis, custom app integration, and special project consulting

Achieve Your Goals, Reduce Expenses & Maximize Efficiency with Outsourced Accounting

If you are interested in easing accounting costs and processes, or want more real time financial data 24/7, then our Custom Accounting Solutions might be the perfect fit. Our trained, professional team members are happy to answer any questions you may have and assist in making the right decision for your business.

Testimonial Listing

Testimonial from Hear 2 Learn, PLLC

"Financial management is a complicated task for any small business owner. For my company, it requires careful sets of eyes on the various facets of the work we do; so, the transition from an "in-house" financial manager to an outsourced team certainly felt like a risk.

Dermody, Burke and Brown's Custom Accounting Solutions was so worth the risk.

Their team of accountants and managers assisted and offered support for me and my office team every step of the way. They are the careful set of eyes I needed so I could focus on the leadership my company needs. I couldn't be happier with the outcome."

- Arlene Balestra-Marko,Au.D, FAAA,PASC
Principal Member, Hear 2 Learn, PLLC

Hear 2 Learn is a New York State Department of Health and Education approved agency for early intervention and preschool services with services in several counties in Central New York. The agency seeks to enhance the lives of children with diverse special needs by providing individualized and multidisciplinary services, family-centered therapies and community outreach. Hear 2 Learn offers the highest quality of care by investing in our professional staff with mentoring, continuing education, state of the art technology, and support.

The agency officially began in the Summer of 2000 as a sole private practice focusing on home-based early intervention services for the many children who were now identified with hearing loss at birth. In 2007, Hear 2 Learn expanded into clinical audiology services with a full service pediatric audiology clinic that currently provides a wide-range of diagnostic and dispensing services.

Eployee Lising

Shannon Nelson, CPA, CFE, CITP

Shannon B. Nelson is a member of Dermody, Burke & Brown and is the administrative leader of the Audit and Accounting division. With over 30 years of experience, she provides comprehensive auditing and consulting services to a variety of clients, including governmental agencies, health and human services organizations.

Specializing in fraud prevention and detection, Shannon holds the designation of Certified Fraud Examiner (CFE) and is committed to helping organizations safeguard their assets. She provides experience in the review of internal controls and is a trusted advisor for clients seeking to enhance their operations and ensure compliance. Shannon has also been a guest speaker on topics such as internal controls, fraud prevention, and financial literacy at various events.

Education & Professional Certifications

Shannon is a graduate of St. John Fisher College and is a member of the Association of Certified Fraud Examiners (ACFE), the New York State Society of Certified Public Accountants (NYSSCPA), and the American Institute of Certified Public Accountants (AICPA). Additionally, she holds credentials as a Certified Information Technology Professional (CITP) by the AICPA, further expanding her ability to integrate technology solutions into audit and accounting practices.

In addition to her professional commitments, Shannon currently serves as a board member and treasurer for Meals on Wheels of Syracuse.

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Danielle Wright, MBA, CFE

Danielle is a highly accomplished accountant with over 20 years of diverse experience in financial management. She holds an MBA in Fraud Management from Utica College and a Bachelor of Science degree in Finance from Syracuse University. Danielle is a Certified Fraud Examiner (CFE) and a Notary Public.

Her expertise is further reinforced by specialized certifications, including the Data Analytics & Visualization Fundamentals Certificate from the Institute of Management Accountants (IMA) and the Certified Specialist in Accounting and Finance (CSAF) credential from the Healthcare Financial Management Association (HFMA). Danielle’s career spans multiple sectors, including Healthcare, Education, Not-For-Profit, Start-ups, and Manufacturing, demonstrating her versatility and depth of knowledge.

As a seasoned Chief Financial Officer, Danielle has a proven track record of driving financial strategies, enhancing operational efficiency, and leading successful projects. She also serves as the Corporate Treasurer for the Financial Managers Association of New York State (FMA), where she contributes her expertise to advance the field of financial management.

Danielle’s blend of practical experience, advanced qualifications, and leadership roles positions her as a leading professional in her field, dedicated to achieving excellence and fostering financial integrity.