CPAs & Accountants

Have you ever had a client come to you with a shoebox full of receipts?  If so, you can save yourself the time and headache that sorting through this paperwork entails by outsourcing this duty to a daily money manager.  We can enter your client’s income and expenses into QuickBooks and then email you the file for tax preparation.  We can also go to your client’s home or office to assist them with gathering the information you need.

Additionally, we can help your individual clients who need more ‘hands-on’ daily money management by helping them budget their money, pay their bills, organize their paperwork, inventorying their assets, and whatever else may need to be done. 

For your small business clients, we can handle their day to day bookkeeping responsibilities.  This allows your client to focus on what they do best while allowing you to focus on their taxes.

By offering BPS’s services in tandem with your own, you combine high-quality, cutting-edge bookkeeping services with your firm's talent and expertise. The result: increased efficiency for your firm, greater peace of mind and organization for your customer, and a powerful value proposition for prospective customers looking for a one-stop shop for all their bookkeeping and tax accounting needs.

If you are looking for ways to save your clients money while offering them a valuable service, you may want to consider our Referral Partnership Program.

If you would like to schedule a meeting, in-service presentation or phone conference to discuss our services in greater detail, please call our office.