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

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.