Bookminders

Bookminders supplies outsourced bookkeeping to small businesses and nonprofit organisations from offices in Philadelphia, Pittsburgh, Austin, Baltimore and Cherry Hill. Its staff, known as bookminders, are experienced accountants with degrees who work in QuickBooks, and the firm has run a remote-first model for its accountants for more than 30 years.

Services

• Regular bookkeeping: accountants meet clients weekly or monthly to swap information and give financial updates.
• Data access: records synchronised with the client's system or reached through a client portal and hosted environment.
• Industry templates: procedures built from long experience to suit each sector's reporting needs.
• Support Service: QuickBooks file setup, clean-up of messy files, training and periodic check-ups for owners who keep their own books.
• Seminars and training: sessions on reading financial statements, building QuickBooks reports and keeping records, held at a client's premises or at its offices.

Clients

Small businesses and nonprofits; the firm cites more than 1,000 clients over twenty years.

Key facts

• Locations: Philadelphia, Pittsburgh, Austin, Baltimore, and Cherry Hill in South Jersey
• Software: QuickBooks
• Staff: degreed accountants working remote-first