Programs for CPA Firms

At The Numbers Divas, we have found that some CPA firms are reluctant to accept monthly bookkeeping clients because they either don’t have a qualified bookkeeper on staff, or they prefer to focus simply on their core competency of tax preparation. If this resonates with your firm, you could be missing out on lucrative recurring monthly bookkeeping revenue. The Numbers Divas can partner with your firm to offer an exclusive, customized bookkeeping service (onsite in the greater Philadelphia region or remotely) for your clients. Your clients will be assigned their very own Certified QuickBooks Pro-Advisor, who will customize a bookkeeping program specifically for their needs. Our partnership provides an opportunity for your firm to bill for a much-needed value-added service, in addition to the assurance that their QuickBooks file will be accurately reconciled at year-end, saving your firm money and a great deal of sleepless nights during tax season!

Partnering with CPA Firms

Ideal for:

CPA firms and individual/solo CPAs who are interested in offering bookkeeping services, but who don’t have a qualified bookkeeper on staff. This is also a great opportunity for CPA firms who are looking to broaden their service offerings into financial planning, budgeting, and consulting. When you have the assurance and confidence that your clients books are accurate, the skies the limit!

Service offerings:

Remote bookkeeping for all versions of QuickBooks, including Pro, Premier, Enterprise, QB Online, & MAC
QuickBooks training for firm clients – includes setting up the client’s QB company (if needed) and walking them through the necessary bookkeeping procedures (transaction entry, reconciliation, running reports, etc.)
QuickBooks Consulting & Setup – includes advising clients (and firm) on which version of QB is appropriate for them and setting up their company Chart of Accounts, Item List, etc

Let’s Get Started!

Pricing:
Pricing: Firms are charged by the hour, and rates vary depending on the complexity of the work required. Please contact us at support@thenumbersdivas.com or call LeeAnn directly at 610-316-8553.
Custom CPA Partnering Options:
We provide custom solutions, including client invoicing, payroll processing, bill processing & payment, project management, QB file catch-up / clean-up, profitability reporting, measurement of Key Performance Indicators (KPI’s), and more! Please contact LeeAnn at LeeAnn@TheNumbersDivas.com for more information.

Are you ready to stop avoiding your numbers and start making serious money in your business?!

Let the

Numbers DIVAS

show YOU how to KEEP more of the money you make.

praise

No matter what kind of entrepreneur you are, if you can’t produce a financial snapshot of your business in 5 minutes, STOP what you are doing and call LeeAnn. When I called LeeAnn I was drowning in paperwork and frustration. I had spent hundreds of dollars on accounting software. LeeAnn came in and taught me how to take charge of my financial accounting. Her knowledge of QuickBooks coupled with her in depth knowledge of the design industry was invaluable. I would not be in business today if it was not for her guidance – thank you LeeAnn!
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Laura Lodini, WCAA

My Window Dresser

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Programs for CPA Firms