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ACCOUNTING AND BOOKKEEPING GO HAND IN HAND. David Hollander, a principal in the Tax and Audit Department at Morrison, Brown, Argiz & Farra, LLP, often turns to the Brigade Bookkeeping team to perform routine bookkeeping functions to assist his clients with their financial reporting headaches. And bookkeeping can eat away at valuable hours, which is why CPA firms often partner with select bookkeeping firms to handle their clients’ bookkeeping needs. What kind of clients does David refer to Brigade Bookkeeping? Clients range from small non-profits to $30 million service-based companies that need assistance and oversight for their accounting department. Some of David’s most recent referrals include: ^ A non-profit Jewish community day school ^ Trust, estate, and personal injury attorneys ^ An electrical company 786.275.0175 BrigadeBookkeeping.com BrigadeBookkeeping @BrigadeBookkeep ^ A towing company ^ A race car driver What services do we provide those clients? We do as little or as much as needed. The Brigade team is responsible for carrying out ongoing bookkeeping tasks that include: ^ Downloading and entering daily, weekly, and monthly banking and credit card transactions ^ Paying vendor bills and invoicing clients ^ Transmitting payroll ^ Reconciling balance sheets ^ Preparing monthly financial reports ^ Explaining financial reports to clients ^ Preparing and providing accounting information for any necessary audit and tax schedules ^ Acting as liaison between the client and the CPA

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Page 1: ACCOUNTING AND BOOKKEEPING GO HAND IN HAND.brigadebookkeeping.com/wp-content/uploads/bookkeeping-for-cpas-… · partner with select bookkeeping firms to handle their clients’ bookkeeping

ACCOUNTING AND BOOKKEEPING GO HAND IN HAND.

David Hollander, a principal in the Tax and Audit Department at Morrison, Brown, Argiz & Farra, LLP, often turns to the Brigade Bookkeeping team to perform routine bookkeeping functions to assist his clients with their financial reporting headaches.

And bookkeeping can eat away at valuable hours, which is why CPA firms often partner with select bookkeeping firms to handle their clients’ bookkeeping needs.

What kind of clients does David refer to Brigade Bookkeeping? Clients range from small non-profits to $30 million service-based companies that need assistance and oversight for their accounting department. Some of David’s most recent referrals include:

^ A non-profit Jewish community day school

^ Trust, estate, and personal injury attorneys

^ An electrical company

786.275.0175 BrigadeBookkeeping.com BrigadeBookkeeping @BrigadeBookkeep

^ A towing company

^ A race car driver

What services do we provide those clients?We do as little or as much as needed. The Brigade team is responsible for carrying out ongoing bookkeeping tasks that include:

^ Downloading and entering daily, weekly, and monthly banking and credit card transactions

^ Paying vendor bills and invoicing clients

^ Transmitting payroll

^ Reconciling balance sheets

^ Preparing monthly financial reports

^ Explaining financial reports to clients

^ Preparing and providing accounting information for any necessary audit and tax schedules

^ Acting as liaison between the client and the CPA

Page 2: ACCOUNTING AND BOOKKEEPING GO HAND IN HAND.brigadebookkeeping.com/wp-content/uploads/bookkeeping-for-cpas-… · partner with select bookkeeping firms to handle their clients’ bookkeeping

I have been working with Elizabeth and her team since 2001. I find their professionalism, reliability, and attention to detail impeccable. I’m extremely happy with Elizabeth

and her team and highly recommend their services.

ELIZABETH MANSO

President, Brigade Bookkeeping

Why does David refer his clients to Brigade?David will only refer his clients to Brigade because he has come to rely on the dependability and accuracy of the Brigade team. He knows we deliver the books on time, and he will only have a few adjustments, if any!

What feedback does David receive from the clients he refers to Brigade?David’s clients tell him that working with Brigade is seamless. They know we care about them, and want their business to succeed and continue to grow.

Why is it important for CPA firms to work with a bookkeeping company, especially one like Brigade?Working with a bookkeeping firm reduces a CPA’s time spent on the minutia, thus enhancing the quality of time spent with their client on what they were hired to do. This could reduce their tax liability and/or help them perform the highest quality audits, reviews, etc., which strengthens the relationship. At Brigade, we take referrals very seriously. We know that when an accounting firm chooses us, we become a direct reflection on the CPA, which is why we pride ourselves on providing high-caliber work that fits each of our clients’ unique needs.

786.275.0175 BrigadeBookkeeping.com

BrigadeBookkeeping @BrigadeBookkeep

HERE’S WHAT DAVID HAS TO SAY ABOUT WORKING WITH BRIGADE: