Bookkeeping for CPA Firms
Better utilize your team by allowing them to focus on tax and client services.
Core Offerings
Cleanup & Catch-Up Work
I understand books are messy and unreconciled, and statements might be hard to get.
I always do the very most with what I have.
Missing statements or incomplete past reconciliations do not stop me from entering and proofing current transactions.
My systems are built to handle high volume.
Monthly Bookkeeping
The same monthly service I provide to small businesses
Financial statements sent to your firm or the client directly
Also available for quarterly and annual engagements
Support for Your Client Meetings
Financial Reports
Standard Five-Statement Report
Accounts Payable Report
Accounts Receivable Report
Reports by Tag Group
P&L Detail Pivot Tables and Custom Reports
Ratio Analysis & Executive Summary
Ratio analysis for key metrics, combined with the reports to create a high-level summary on demand
Extensively proofed for accuracy and reasonableness
Talking points made and key items highlighted
Custom Financial Dashboards
Financial statements and ratio analysis can be made into an interactive dashboard, in addition to the standard Excel version.
Alternative views can be made for PDF and PowerPoint.
Power Your Team
AI Support
I help your team make the most of current AI capabilities.
Prompt engineering techniques, use cases, and identifying where AI is and is not appropriate, so AI output is checked before anyone relies on it.
Help your firm see a tangible benefit without wasting time and resources.
AI Workflows
I can build systems around your firm and your clients’ preferences.
I can identify repeatable tasks and make them run exactly as defined without alteration.
1099 Support for CPA Firms
Start January 1st with clean books for all your clients.
QBO 1099 data extraction for every TimKeeper bookkeeping client
Imagine having a folder with every client’s data extracted, put into a table, with formulas applied and made into a pivot table. Finally, the 1099 data is summarized into a list for you to request W-9s and ask the client about.
Not only that, but a 1099 summary for all clients results in a firm-wide dashboard to keep on top of everything.
Additionally, your firm will receive a 1099 analysis workbook that can be used firm-wide to help identify and group potential 1099 recipients, even when transactions have been mislabeled in QuickBooks Online.
Raise Your Expectations of a
Modern Bookkeeping Company
Better support. Easier review. A smoother 1099 season.