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How the Service Works

How the Service Works

You can rely on your accountant to keep accurate, up-to-date, reconciled books, with minimal supervision from you. Here’s how outsourced accounting works and what you can expect as you onboard with Bookminders.

Timely

In a dynamic economic environment, timely financial records are essential. We help clients stay informed and agile through frequent communication and regular check-ins. Each week, our staff reviews financial balances, manages Accounts Payable, monitors Accounts Receivable, and highlights key updates or issues.

Clients access their data securely anytime via the Bookminders Cloud, with files also available for secure download. By working closely with clients, we craft partnerships that deliver work ahead of key reporting dates, preventing backlogs and ensuring no deadlines are missed.

Accurate

At month-end, every staff member audits their own work, guided by a group of senior advisors. Our dedicated Quality Assurance team continually reviews files in minute detail, ensuring all work is error-free and meets our high standards.

At year-end, Bookminders provides your tax or audit firm with a comprehensive package, including the accounting file and supporting documentation. Once your return or audit is complete, we post any adjusting entries made by your accountant and reconcile everything back to the final report.

BioAdvance

“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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FISA

“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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