How the Service Works

How the Service Works

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

Over the years, we’ve found that the key to success is regular meetings with your bookminder to exchange information. At these meetings your bookminder will update your account summary, present payments for your approval, and resolve accounting issues.

From our secure data center, financial information can be accessed through your account on the Bookminders Cloud, where Bookminders is responsible for security and backups. Files can also be retrieved via secure download. If questions arise in between visits, you can reach your bookminder by email or phone.

Your bookminder will complete their work from a quiet, secure home office. This arrangement enables Bookminders to attract highly qualified accountants who need a flexible work schedule.

At year end, Bookminders provides your reconciled QuickBooks files and supporting documents to your accountant. Once your tax return or audit is complete, Bookminders will post any adjusting entries made by your accounting firm.


“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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