For CPAs

For CPAs

Bookminders doesn’t compete with accounting firms—we don’t do tax, attest, financial planning, or consulting work. We work together to enhance your service quality, protect your independence, and make your work more profitable.

Technical Support: We have used QuickBooks to develop reliable and cost effective solutions for a wide range of business applications. We encourage you to call us if you have any questions about how to QuickBooks or outsourced accounting services.

System Design: Bookminders will design your client’s accounting system to meet your tax/audit requirements and their reporting needs.

Data Access: From our secure data center, financial information can be mirrored on our clients' networks, accessed through an account on our server, or downloaded via FTP.

Executive Summary: Clients are provided a weekly Executive Summary. The Executive Summary includes a section with details of how each balance sheet account is reconciled and any special accounting treatments that should be most useful for tax preparation or auditing.

Year End Package: CPAs are electronically notified when their clients year-end information is finalized. The reconciled QuickBooks files, supporting documents and financial reports are available for download.

QA Review: Bookminders’ Quality Assurance team will review your client’s QuickBooks files at year-end, before they are sent to you.

Year-End Adjusting Entries: Using your year-end adjusting entries, Bookminders will make the appropriate journal entries to reconcile your client’s QuickBooks file to the annual audit report and/or tax return.

Cash Basis Statements: For cash basis clients whose books are maintained on an accrual basis we will prepare cash basis statements at year-end.

CPE: Bookminders provides free CPE seminars for accountants.

Discount: We give a $500 discount to new weekly clients that you refer as a thank you.


“Bookminders provides the necessary reports and analysis that make the year-end closing and financial audit go smoothly.”

— Bob Driscoll, Director of Finance, BioAdvance

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Butler County Humane Society

“Our auditor gave us a lower quote for next year’s audit, knowing that he is now auditing clean books.”

— Susan Yanakos, Butler County Humane Society

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City Theatre

“The level of knowledge is amazing. As an accountant, I ask tough questions and my bookminder always has the answer. They know their accounting.”

— Jan Ripper, Director of Finance, City Theatre

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Cranston Material Handling Equipment Corp

“Now at the end of the year, all my books are accurate and in order. As soon as we do the December close I am basically done for the year.” David Cranston Jr., President, Cranston Material Handling Equipment Corporation

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Green Building Alliance

“When I told my Board that I wanted to outsource our bookkeeping to Bookminders, it was an easy sale.”

— Mike Schiller, Executive Director, Green Building Alliance

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“As CEO, I appreciate that I have accurate, timely reports to share with my Board, my investors, and my team. I trust the numbers from my bookminder completely.”

— Tim Smith, President & CEO; LandOpt

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“The system that Bookminders uses works really well. We consistently get our financial information on a timely basis.” –Kristy Trautman, Executive Director, FISA

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Pines Tavern

“We hired Bookminders so we could focus on running our business. I didn’t go into the hospitality business to do bookkeeping.”

— Mike Novak, Owner, Pines Tavern

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La Prima Espresso

“We selected Bookminders so we would have professional accountants doing our bookkeeping. I know my accounting is right.”

— Sam Patti, Owner, La Prima Espresso

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“As a small non-profit we worry about having good financial controls and proper separation of duties, Bookminders provides that layer of security”

— Mark Masterson, Executive Director, NCDF

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