Bookminders

Get accurate, timely financial information and reliable accounting support so your organization can focus on its mission and make informed decisions.

Build a larger outsourced bookkeeping practice with training, proven systems, business consulting, and operational tools.

The Practiceminder® helps financial and bookkeeping firms manage operations more efficiently by connecting client, service, billing, and employee functions.

Outsourced accounting services

Bookminders provides outsourced accounting and financial management for nonprofits, government agencies, and complex businesses. Services include bookkeeping, payables and receivables, reconciliations, financial reporting, cash flow support, and year-end preparation. A dedicated U.S.-based accountant works with each client, backed by experienced professionals, established processes, and quality assurance. Accounting systems and tracking are tailored to each organization’s structure and reporting needs, with secure cloud access and regular communication.

Category: Accounting Services

• Maintain Accurate, Reconciled Books
  Have financial entries recorded, reconciled, and organized for reporting through ongoing accounting management.
• Verify Accuracy At Every Stage
  Use structured reviews, reconciliations, and checklists to identify issues and confirm financial data accuracy before reports are delivered.
• Track Results With Tailored Reports
  Use financial statements and goal-focused reporting to review budgets, performance indicators, and results with relevant stakeholders.
• Prepare Complete, Audit-Ready Records
  Provide CPAs and auditors with reconciled records, supporting documentation, and year-end packages in preparation for audit or tax work.
• Track Complex Financial Activity
  Organize financial activity across funds, programs, entities, projects, and other operational requirements with tracking tailored to the organization.
• Stay Aligned Through Weekly Collaboration
  Review financial activity with a dedicated accountant through regular communication, supported by a team of experienced professionals.
• Monitor Cash Flow And Plan Ahead
  Review cash balances, upcoming payments, and bank activity, with forecasts and month-end variance analysis to support financial planning.
• Simplify CPA Year-End Work
  Give CPAs organized, reconciled accounting records and supporting materials in a consistent, CPA-friendly format.
• Track Grants And Support Compliance
  Maintain grant activity and documentation throughout the grant lifecycle, supporting compliance and timely revenue recognition.
• Access Financial Files Securely
  Review current client files through secure cloud access and download them when offline access is needed.
• Automate Routine Accounting Tasks
  Streamline invoicing, bill payments, and bank reconciliations while using source documentation to check transaction coding.
• Align Systems With Reporting Needs
  Adapt accounting systems and processes to the organization’s structure, reporting requirements, and identified opportunities for improvement.
• Maintain A Consistent Accounting File
  Keep the live file under the management of the assigned accountant to reduce conflicting changes and support clear accountability.
• Monitor Program Expenses Year-Round
  Use an up-to-date statement of functional expenses to review program performance and support 990 audit compliance.
• Scale Pricing With Service Needs
  Use a pricing model based on services provided, designed to reflect transaction volume and reporting complexity as organizational needs change.
• Strengthen Board Financial Oversight
  Help board members understand financial statements and build their ability to oversee organizational finances.

Practiceminders program

Practiceminders provides training, systems, and business consulting to help accounting firms build and grow a larger outsourced bookkeeping practice. Based on Bookminders’ tested practice model, the program covers marketing and sales, pricing and compensation, and service delivery. Licensees receive training, customizable marketing and estimating materials, documented procedures, tools, and access to a hosted worksuite. Industry experts also provide financial and business consulting during the practice-building process.

• Deliver Consistent Service To Complex Clients
  Use documented procedures, reference materials, tools, and training resources to support consistent bookkeeping work for larger and more complex clients.
• Train Your Team To Build Consistent Skills
  Prepare licensees and employees through Boot Camp workshops, a new-hire study guide, ongoing training, and monthly webinars on practice operations and client service.
• Generate Leads And Win Bookkeeping Clients
  Use tested marketing and sales strategies to build a steady flow of leads, reach clients across industries, prepare estimates, and close business.
• Price Work By Monthly Transaction Volume
  Learn to price bookkeeping services according to each client’s monthly transaction volume rather than relying only on hourly rates or fixed monthly fees.
• Access Practice Tools From A Hosted Worksuite
  Use an online worksuite with shared team access to client data and reference materials. The hosted environment is available anywhere and anytime, is ready to use without an investment, and can accommodate workforce expansion through added user accounts.
• Standardize Procedures And Track Practice Activity
  Find documented QuickBooks practices in a searchable help system, use supporting spreadsheets and templates, and use the activity database to track bookkeeper services, prepare client invoices, and calculate employee compensation.
• Reward Employees For Work And Proficiency
  Connect employee compensation to client billings and work volume, with the opportunity for employees to earn more as they become more proficient.
• Review Work For Service Quality
  Apply the program’s quality assurance process to review work performed by you and your employees.
• Get Expert Practice-Building Guidance
  Access financial and business consulting from industry experts as you develop your bookkeeping practice.
• Customize Materials For Your Business
  Adapt program-provided marketing literature and estimating tools to support your own practice’s outreach and sales activities.
• Apply Solutions Across Multiple Industries
  Use documented industry solutions designed for a range of client types, including nonprofits, professional service firms, retailers, franchises, technology companies, construction, and contracting.

The Practiceminder®

The Practiceminder® is a hosted, online software-as-a-service platform for financial accounting, bookkeeping, and similar businesses. It supports firm management, administration, and operations by bringing key business functions together in one cohesive platform. Its capabilities include client contract and project approvals, service delivery monitoring, billing and payment automation, contact and account management, and employee compensation and efficiency tracking.

• Automate Billing And Payments
  Automate billing and payment processes as part of the platform’s integrated business functions.
• Integrate Client And Project Approvals
  Bring client contract and project approvals into the platform’s cohesive set of business functions.
• Monitor Service Delivery
  Track the delivery of services through a platform designed to support firm management, administration, and operations.
• Manage Contacts And Accounts
  Support contact and account management within one cohesive platform for firm operations.
• Track Employee Compensation And Efficiency
  Track employee compensation and efficiency alongside other firm management and operational functions.