Outsourced Bookkeeping for Your Clients
If your Firm has clients that need bookkeeping help, we’re at your service. GrowthForce provides outsourced bookkeeping and financial resources for CPA Firms. We offer a menu of services – you decide which ones are right for each of your clients.
WE DON’T COMPETE WITH CPA’s
GrowthForce is not an accounting firm and won’t compete with your practice (unless you’re running a bookkeeping service bureau!) Rather, we can help you grow your practice by providing services that your firm doesn’t offer. The services you choose will depend on the nature of your practice and the needs of your clients. The keyword is “choice”: You choose how you want us to work with your clients. We respect that choice and guarantee to help you nurture your relationships with your clients! We understand your relationship with your client is the most important asset in your firm.
U.S. BASED – ON-SHORE OUTSOURCING
Our employees are based in Houston, Texas, USA. The financial industry has seen mixed results in the past with offshore bookkeeping services. Our staff has been trained in the U.S. and works out of our Houston service center.
Our key value to your firm is that we can get your client’s books in shape and keep them there. We can help you improve your practice economics by allowing you to focus on value-added, trusted advisory services.
When you work with GrowthForce, you tap into a U.S. based, outsourced staff of bookkeepers, senior managers, controllers, and QuickBooks® System designers that can provide your clients with the services they need – while respecting and nurturing your client relationships.
KEY BENEFITS TO YOUR CPA PRACTICE:
• Your clients will have a clean, accurate, timely current set of books.
• Your clients will be tax ready twelve months a year.
• You’ll have the tools and accurate data to truly be a trusted advisor
• Your client’s risk of fraud will be reduced by implementing separation of duties. Office managers won’t perform bank reconciliations and we’ll lock down prior periods.
• If you’re a small firm, you can take on larger clients
• If you’re a larger firm, you can work with promising clients at an earlier stage
• Ability to free up valuable staff time and tools to focus on providing value-added advisory services
• Access to advanced certified QuickBooks Professional Advisors who truly know how to unleash the power of QuickBooks
• QuickBooks Training – for you and your clients
• Advanced products including the GF Executive Dashboard – providing opportunities for additional higher value billable hours
• Relief from internal staffing problems – we provide the bookkeeping and managerial staff you need for your clients
TYPES OF REFERRALS YOUR CPA FIRM CAN MAKE TO GROWTHFORCE
1) Outsourced Bookkeeping Referral
You have certain clients that need a better handle on their bookkeeping and you believe they are good fit for our outsourced bookkeeping services.
2) Clean Up This Mess Referral
You have clients whose books and systems are just a total mess – Bring us in and let us get them back on track… and then we’ll keep them on track with our outsourced bookkeeping and financial services.
3) System Design & Optimization Referral
If you do QuickBooks System design, now you can have a resource for complex system integration projects, advanced systems design beyond your staff’s core competency. For example integrate with leading inventory or POS systems and any other system where financial data exists in electronic form.
4) Get Out of the Bookkeeping Business Referral
You believe our outsourced bookkeeping and finance solutions are right for your clients and you’d rather not be in the bookkeeping business at all anymore. You do want to maintain your relationship for advisory services, taxes and C.F.O. services. We can make it financially worthwhile to transition your bookkeeping clients to us. We can take over your entire book of business…
5) QuickBooks Training Referral
We’ll train your clients to use QuickBooks correctly so they provide you with clean numbers the first time. These clients have competent in-house staff, they just need the tools and be trained in how to use them.
Which of Your Clients are a Good Match for GrowthForce Services?
They should be on QuickBooks or willing to move to QuickBooks
Bookkeeping and financial staffing issues – turnover, incompetence, rapid growth, potential for embezzlement
They should have revenues of at least $1MM or real potential to get there
They’re currently not getting the financial statements that they need to run their business and make intelligent decisions.
They need to have more timely or accurate financial information
Only one person doing the books – no separation of duties and weak internal controls
