Business Details
14 Years
experience
Trusted Cloud-Based Bookkeeping Services for Small Businesses
BookWerks was founded in 2012 as an advisory firm dedicated to empowering business owners to grow their companies. Recognizing the challenges small business owners faced in managing time and accessing timely financial data, we pivoted in 2014 to specialize in cloud-based bookkeeping. Our mission is to alleviate the burden of non-revenue-generating tasks by providing accurate, real-time financial information, allowing clients to focus on core operations.With expertise in Xero and QuickBooks, we serve diverse industries including restaurants, dental practices, franchises, and more. Our flat monthly fee structure ensures transparency, while our commitment to security and client education underscores our dedication to fostering long-term business success. Rooted in Cincinnati but operating globally, we combine local insight with cutting-edge technology to deliver tailored financial solutions.
Services
Cloud-Based Bookkeeping
Financial Reporting
Payroll Coordination
Franchise Accounting
Restaurant Bookkeeping
Tax Preparation Support
Xero Integration
QuickBooks Management
Monthly Statements
Year-End Packets
Details
- Year established: 2012
Highlights and features
- We deliver timely financial statements within days using cloud technology
- Our flat monthly fee structure eliminates billing uncertainty
- Specialized expertise in franchise and restaurant bookkeeping
- Dedicated bookkeepers ensure personalized service and continuity
- Seamless integration with Xero, QuickBooks, and POS systems
What people say
Best decision we made
Efficient financial reporting
Relieved me of stress
Clean up-to-date books
Proactive expert support
Services
Cloud-Based Bookkeeping
Our cloud-based bookkeeping services utilize Xero and QuickBooks to provide real-time financial tracking. Business owners access up-to-date records 24/7 while our experts handle transaction categorization, bank reconciliations, and monthly reporting. This digital approach eliminates manual data entry errors and ensures seamless collaboration between clients and our team.
Franchise Accounting
Specialized franchise bookkeeping includes standardized chart of accounts, royalty fee tracking, and comparative location reporting. We automate data integration from POS systems and payroll providers while maintaining franchise-specific expense categorization for tax optimization across multiple units.
Restaurant Bookkeeping
Tailored restaurant bookkeeping solutions manage complex inventory tracking, POS integration, and cost-of-goods calculations. Our system standardizes chart of accounts for food/liquor categories while implementing daily cash controls and inventory management processes specific to food service operations.
Financial Reporting
We deliver timely profit and loss statements, balance sheets, and cash flow reports within days of month-end. These reports include comparative analysis across periods and industry benchmarks, providing actionable insights for business decisions while maintaining GAAP compliance.
Payroll Coordination
Our bookkeeping services integrate with major payroll platforms to ensure accurate expense tracking. We verify payroll tax calculations, coordinate year-end W-2/1099 reporting, and reconcile payroll data with general ledger accounts to maintain complete financial records.
People
Meredith
Practice Manager
Meredith manages dental practice operations while relying on BookWerks for financial tracking. She appreciates the team's responsiveness and educational approach to business financials.
Mike Stallings
Owner
Mike transitioned his web development business to BookWerks, gaining real-time financial visibility that improved his business decision-making and profitability through accurate reporting.
Jill Wiltberger
Owner
Jill credits BookWerks with reducing her administrative burden, allowing her to focus on growing her beauty salon business while maintaining organized financial records.
Josh
Franchise Owner
Josh operates a Kona Ice franchise, relying on BookWerks for franchise-specific bookkeeping that tracks initial fees and location performance metrics for business expansion.
Mary Ann
HR Director
Mary Ann oversees operations for a restaurant chain, utilizing BookWerks' multi-location reporting capabilities to analyze store performance and optimize resource allocation across locations.
Questions
Do I need to learn new software for your bookkeeping services?
No, we handle all software operations. Clients only need to review financial reports we deliver.
How much time does your bookkeeping service require from business owners?
Minimal ongoing input after setup. Most clients spend less than 2 hours monthly on bookkeeping tasks.
Will I have a dedicated bookkeeper for my account?
Yes, each client receives a dedicated Accounting Manager for consistent, personalized service.
How secure is my financial data with BookWerks?
We use bank-level encryption and cloud security protocols to protect client financial information.
Can you work with my existing CPA and payroll provider?
Yes, we coordinate with CPAs and integrate with major payroll providers like ADP and Paychex.
What industries do you specialize in for bookkeeping services?
We serve restaurants, dental practices, franchises, veterinary clinics, and small businesses across 20+ industries.
