How BookWerks™ Partners with CPAs to Provide One-Stop-Shop Financial Services

1040 tax forms

BookWerks is a cloud-based, independent bookkeeping firm that partners with CPAs to provide clients with the bookkeeping basics they need at a rate that’s affordable for everyone.

We are not CPAs. We do not handle tax returns or offer CFO services, but we CAN provide the month-to-month financial information that entrepreneurs need to run their businesses. That makes us an ideal partner for CPAs who want to outsource the basics and focus on the big picture.

The founders of BookWerksTM are entrepreneurs who recognize the value of clear, high-quality financial reports that illustrate how well a business is performing. Reliable reports allow owners (and their CPAs) to make well-informed business decisions.

When we started out  as a business advisory firm, we discovered that a complete financial picture was key to business success. Recognizing a gap in the market, we pivoted to provide the all-important service of accurate, timely bookkeeping to entrepreneurs.

We Partner with CPAs To Provide Customers with “One-Stop-Shopping”

Historically, along with Tax and Advisory services, CPA firms have provided Bookkeeping and Payroll services to their clients at very low margins to keep them happy with “one-stop-shopping.”

But, as payroll services from companies such as ADP, Paycor, Paychex, Gusto, and others developed, many CPA firms recognized that they could no longer match the service and price of smaller providers. As a result, many firms discontinued their low-margin payroll service, while retaining the primary Tax and Advisory services.

That’s where BookWerks comes in. We partner with CPAs to provide low-margin payroll service that still feels like “one-stop-shopping” to the customer. We utilize cloud-based accounting software that’s easy for customers and CPAs to access for their big-picture accounting needs.

In today’s world of cloud-based accounting, outsourcing bookkeeping to firms like BookWerksTM only makes both “sense” and “cents.”

At the request of our clients, we’re happy to give their CPAs access to their online account.

We Provide Reliable Bookkeeping Services for Small Businesses

Learn more about how our team partners with CPA firms to provide accounting services that are:

  • Comprehensive
  • Affordable
  • Accurate
  • On-time
  • Tax-time-ready

Our fees are flat, affordable, and billed monthly. No contracts. No surprises. If you’re looking for a bookkeeping company based in Cincinnati that can handle the day-to-day financials, BookWerks is here to help.

Contact us today for a no-obligation, free bookkeeping consultation.

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The Value of a Good Bookkeeper? Priceless

It’s hard to put a price on bookkeepers who do their jobs well. They keep track of every penny, can always show where the business stands financially, make sure their employers are prepared for tax-time and audits, and have answers when big questions come up about expanding, buying new equipment, etc. Because people who record financial transactions are so important to the running of a business, many companies hire an outside firm for the bookkeeping function. This arrangement has many advantages: it keeps overhead low, provides assurance you won’t be left hanging if your employee-bookkeeper suddenly leaves, and keeps sensitive financial information away from prying eyes. Some small business owners try to do their own bookkeeping, but unless you are trained to do it right, that can lead to expensive mistakes. With today’s cloud-based accounting software, using a professional bookkeeping firm means having access to your financial information anytime, anywhere.