CPAs

We Love CPAs

As a CPA, your goal is to focus on the services that bring greater value to your clients and greater revenue to your firm, like tax planning and consulting. If bookkeeping is a service you would rather not be saddled with, Bookkeeper Buddy can help. You know the value of a good set of books and that’s what we deliver. Proper bookkeeping makes your work as a CPA much easier. When your clients hand you less than perfect books it costs your firm time and money. With our qualified, trained bookkeepers, we can support you and your clients by providing accurate, timely, and cost effect bookkeeping; allowing you and your clients to focus on what you both do best. All of our services are cloud-based, which means they are available 24/7 from any internet connected device, giving you and your client’s easy access and oversight. That also means information is available to you when you need it—accurate and up-to-date.

How does billing work?

Well there’s two very simple options:

1

We can bill your clients directly. Clean and simple.

2

We bill you for the client’s work, which allows you the flexibility to package our bookkeeping services with your tax and consulting services as a value add. Let us be your buddy!

What We Offer You

  • We keep things simple. We utilize standardized bookkeeping methods so things are predictable with no surprises. Even our billing is simple – a flat monthly rate.
  • We believe in security. All employees receive proper background checks. All vendors used, subscribe to industry acceptable security protocols.
  • We strive for excellence. Our bookkeepers are all trained and certified on each accounting system we use. We want to be your go to experts for cloud accounting.
  • We love efficiency – Cloud technologies allow us to streamline our business. Translation – our lower overhead means greater savings for you and your clients.
  • We offer access and transparency – With your own login to clients accounting software you can easily access and verify work. Entering adjusting entries couldn’t be any easier.
  • We offer peace of mind – we can keep your clients books in order making tax time a breeze for you!

What’s Included

  • Your clients Xero subscription (we also offer QBO)
  • Accrual-basis or cash-basis bookkeeping (depending on client need)
  • Bank account reconciliations
  • Payroll solutions – seamlessly integrate ADP, SurePayroll, and ZenPayroll with Xero
  • Monthly or quarterly management reports – sent directly to you or to your clients, your choice
  • Monthly or quarterly meetings with your clients to review the numbers
  • Unlimited email and phone support for your clients!

Bookkeeper Buddy

Also offers payroll solutions for an additional fee. We can setup, process, and manage your clients payroll if you would prefer. We love bookkeeping and we invite you to partner with us so we can save you time and free you to do what you do best, so you can grow your practice!