How BookWerks™ Helps CPA’s

1040 tax forms

BookWerks™ is a Cloud-based, Independent Bookkeeping Firm.

We are not CPAs. We do not handle tax returns or offer CFO services, but we can recommend a trusted source to you.

The founders of BookWerksTM are entrepreneurs who recognized the value of financial reports that tell how a business is performing, so an owner can make well-informed business decisions.

Starting as a business advisory firm, we discovered that a complete financial picture was key to business success. We pivoted to provide the all-important service of accurate, timely bookkeeping.

Our fees are flat, affordable, billed monthly. No contracts. No surprises.

Historically, along with Tax and Advisory services, CPA firms provided Bookkeeping and Payroll services to their clients at very low margins to keep them happy with “one-stop-shopping.” As payroll services from companies such as ADP, Paycor, Paychex, Gusto, and others developed, CPA firms recognized they could no longer match the service and price, and so discontinued their low-margin payroll service, while retaining the primary Tax and Advisory services.

  • Today’s cloud-based accounting software has allowed bookkeepers to go the same way.
  • Now, 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 Partner with CPAs

Learn more about how our team partners with CPA firms to provide

  1. comprehensive,
  2. affordable,
  3. accurate,
  4. on-time and
  5. tax-ready recordkeeping.

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.