CPA Coordination
CPA Coordination
CPA Coordination
Prepared financials delivered directly to your CPA for tax filing.
Prepared financials delivered directly to your CPA for tax filing.
CPA Support Services
CPA Support Services
Tax Preparation Bookkeeping
Tax Preparation Bookkeeping
CPA Coordination for Businesses
CPA Coordination for Businesses
What we do
What we do
CPA Coordination
CPA Coordination
CPA Coordination
CPA Coordination includes preparing financial reports, gathering documents, and communicating directly with your CPA for tax filing. Accurate, organized books help your CPA file taxes faster and with fewer errors.
Services Offered
What BM Bookkeeping Handles
Complete Preparation for Your CPA During Tax Season
Real feedback. Real results.
Real feedback. Real results.
1
Direct CPA Communication
We coordinate with your CPA to provide the exact documents needed.
1
Direct CPA Communication
We coordinate with your CPA to provide the exact documents needed.
2
Clean Financial Statement Preparation
We prepare accurate statements formatted for tax filing.
2
Clean Financial Statement Preparation
We prepare accurate statements formatted for tax filing.
3
Organized Year-End Documentation
We gather all necessary documents in a clear, structured package.
3
Organized Year-End Documentation
We gather all necessary documents in a clear, structured package.
4
Explanation of Bookkeeping Entries
We answer questions and explain any adjustments requested.
4
Explanation of Bookkeeping Entries
We answer questions and explain any adjustments requested.
5
Pre-Filing Cleanup and Corrections
We resolve inconsistencies before your CPA files your return.
5
Pre-Filing Cleanup and Corrections
We resolve inconsistencies before your CPA files your return.
6
Full Support Throughout Filing
We remain available to assist your CPA during the process.
6
Full Support Throughout Filing
We remain available to assist your CPA during the process.
Services Offered
What BM Bookkeeping Handles
Complete Preparation for Your CPA During Tax Season
Real feedback. Real results.
1
Direct CPA Communication
We coordinate with your CPA to provide the exact documents needed.
2
Clean Financial Statement Preparation
We prepare accurate statements formatted for tax filing.
3
Organized Year-End Documentation
We gather all necessary documents in a clear, structured package.
4
Explanation of Bookkeeping Entries
We answer questions and explain any adjustments requested.
5
Pre-Filing Cleanup and Corrections
We resolve inconsistencies before your CPA files your return.
6
Full Support Throughout Filing
We remain available to assist your CPA during the process.
Why it Matters
Why it Matters
Benefits of CPA Coordination
Why This Service Strengthens Tax Filing
Faster and Easier Filing
Your CPA receives complete, organized records without delays.
Faster and Easier Filing
Your CPA receives complete, organized records without delays.
Faster and Easier Filing
Your CPA receives complete, organized records without delays.
Fewer Questions and Corrections
Clean books reduce back-and-forth communication.
Fewer Questions and Corrections
Clean books reduce back-and-forth communication.
Fewer Questions and Corrections
Clean books reduce back-and-forth communication.
Improved Tax Accuracy
Accurate data leads to more reliable tax filings.
Improved Tax Accuracy
Accurate data leads to more reliable tax filings.
Improved Tax Accuracy
Accurate data leads to more reliable tax filings.
Saves Time for Your Business
We handle prep work so you can stay focused on operations.
Saves Time for Your Business
We handle prep work so you can stay focused on operations.
Saves Time for Your Business
We handle prep work so you can stay focused on operations.
Other Services
Accounts Payable Management
Keep your vendor bills organized, accurate, and paid on time.
Accounts Payable Management
Keep your vendor bills organized, accurate, and paid on time.
Accounts Payable Management
Keep your vendor bills organized, accurate, and paid on time.
Accounts Receivable Management
Get invoices sent, tracked, and paid faster with structured support.
Accounts Receivable Management
Get invoices sent, tracked, and paid faster with structured support.
Accounts Receivable Management
Get invoices sent, tracked, and paid faster with structured support.
Account Reconciliation
Ensure every account matches and your books stay clean each month.
Account Reconciliation
Ensure every account matches and your books stay clean each month.
Account Reconciliation
Ensure every account matches and your books stay clean each month.
Sales Tax Tracking
Accurately track taxable sales and stay compliant year-round.
Sales Tax Tracking
Accurately track taxable sales and stay compliant year-round.
Sales Tax Tracking
Accurately track taxable sales and stay compliant year-round.
Payroll Integration
Sync payroll data seamlessly into your bookkeeping for accurate reports.
Payroll Integration
Sync payroll data seamlessly into your bookkeeping for accurate reports.
Payroll Integration
Sync payroll data seamlessly into your bookkeeping for accurate reports.
Expert Financial Management
Strategic oversight, reporting, and guidance for confident business decisions.
Expert Financial Management
Strategic oversight, reporting, and guidance for confident business decisions.
Expert Financial Management
Strategic oversight, reporting, and guidance for confident business decisions.