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.
