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.