Trusted by CPAs
Cleaner audit support. Smoother tax seasons.
We don’t do tax, attest, or consulting work – we support the firms that do.
Bookminders partners with CPAs across the country to ensure our mutual clients have clean, accurate books and complete year-end packages that streamline your workflow and improve efficiency.
We’re a Resource for CPAs
Why CPAs Choose Bookminders for their Clients
We Strengthen Your Relationships
We deliver timely, reliable financials that make your services more effective—building trust with your clients and reinforcing your credibility.
We Protect Your Role
We only provide accounting services—never tax or advisory work—and remind clients to consult you about strategic or compliance matters.
We Optimize Your Workload
Consistent processes, reconciled records, and clear documentation help you plan ahead and wrap up year-end with fewer surprises.
We Bring Expertise You Trust
Our team includes degreed professionals, former CFOs, auditors, and specialists—respected by CPAs as trusted colleagues.
Bookminders Services
What We Provide
Executive Summary
Year-end summaries with notes on special accounting treatments.
Year-End Package
A fully reconciled accounting system file and supporting documents, delivered in a consistent, CPA-friendly format.
Grant Documentation
Complete file of all grant agreements with explanations of accounting treatments and revenue recognition.
Adjusting Entries
We post your year-end adjustments and reconcile to the final return or audit.
Cash Basis Reporting
We keep our clients on the accrual basis. If a client is a cash-basis tax payer, we provide that conversion at year-end as needed.
Secure Access
All client data is stored in the Bookminders Cloud—easy to review, securely maintained, and always available.
Accounting System Support
Have a question about setup or reporting? Call us, our team is happy to help.
Outsourced Accounting
Smart Support, Shared Goals
We provide top-tier, outsourced accounting at a fraction of the cost of hiring in-house.
Our team stays ahead of regulatory and compliance changes to ensure timely, accurate reporting that meets today’s standards. Every system we build supports your audit and tax needs, as well as your client’s internal reporting—delivering reliable, year-round support.
Collaboration in Action
Success in Practice Spotlight
Clean books aren’t just nice to have, they’re a game changer!
Michael Drop, CPA and partner at Wasserman and Company, sees the difference they make every day in his tax and audit work with businesses and nonprofits. He relies on Bookminders for accurate reporting and a year-end package that cuts costs and makes life easier for him, his staff, and his clients.
What People are Saying
Why CPAs Value Bookminders
