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. Our comprehensive year-end package streamlines the audit process, bolstering productivity and efficiency for everyone involved.

Supporting our Clients through Supporting CPAs

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

Data Access: Clients may access their financial information via our secure Bookminders Cloud and download it for offline access.

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 use QuickBooks or outsourced accounting services.

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.

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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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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Chesapeake Light Craft

"Until we hired Bookminders, we'd always had an in-house bookkeeper at Chesapeake Light Craft. But the Bookminders team is exactly like having an in-house bookkeeper: instant response, frictionless flow of information, the same level of care and detail as we'd expect of someone working full-time at CLC."

— John C. Harris, Managing Director, Chesapeake Light Craft

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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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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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