Bookwise [Our Accounting & Book-keeping Solution]
Bookwise is a comprehensive accounting solution designed specifically for fee-only financial planning firms.
It serves as the accounting cornerstone of your fee-only financial planning firm, streamlining accounting processes and providing crucial financial insights to drive business growth and profitability.
Starting from $69 USD per month.#*
# 10% off on Plus.
* additional one time on-boarding fee of $99 for new clients. an extra fee for complexity may be added for profit first accounting, class transactions, or other special circumstances.
Key Features of Bookwise
Bookkeeping and Reconciliation
The Bookwise team manages daily bookkeeping tasks and performs regular account reconciliations to ensure accuracy.
Financial Reporting
Bookwise provides comprehensive financial reports, including balance sheets, income statements, and cash flow statements.
Tax Preparation Assistance
Bookwise offers support for tax preparation, ensuring your financial data is organized and ready for tax filing.
Budgeting and Forecasting
The Bookwise team assists in creating and maintaining budgets and financial forecasts for your firm.
Financial Analysis
Bookwise provides in-depth financial analysis, offering insights to help drive strategic business decisions.
Payroll Management
Bookwise offers comprehensive payroll services, ensuring timely and accurate payment processing and tax filings.
Accounts Payable and Receivable
Bookwise manages AP and AR processes, optimizing cash flow and vendor relationships.
Multi-Currency Support
Bookwise provides comprehensive multi-currency accounting, enabling accurate financial management across various international markets.
Compliance with International Accounting Standards
Bookwise ensures adherence to IFRS and other international accounting standards, facilitating global financial reporting and compliance.
Bookwise, powered by RiaFin, frees you from the complexities of accounting and book-keeping, allowing you to focus on growing your financial advisory business. It goes beyond basic bookkeeping, serving as your strategic partner in accounting based decision-making. Our expert team approach offers comprehensive solutions, perfectly aligned with your unique accounting needs. See Subscription Plans
Bookwise is a Team of Accounting Experts
With a comprehensive suite of accounting capabilities, we offer tailored solutions to address any accountancy challenges your fee-only financial planning business may face.
Together, we will develop a customized accounts and books management program that identifies your specific needs and matches them with the perfect solution.
Whether your accountancy requirements change or evolve, our adaptable approach ensures we meet your unique demands.
Uncertain about a particular accounting issue or need assistance interpreting financial data? Count on us for expert guidance and support.
Detailed Service Offerings
Daily Bookkeeping
- Transaction Recording and Categorization
- Bank and Credit Card Reconciliations
- General Ledger Maintenance
- Chart of Accounts Management
Financial Reporting
- Monthly Financial Statements
- Customized Management Reports
- Cash Flow Projections
- Key Performance Indicator (KPI) Tracking
- Year-End Financial Statements
Tax Services
- International Tax Planning and Strategy
- Periodic Tax Estimates and Provisions
- Annual Tax Return Preparation
- Tax Authority Correspondence Management
- Multi-Jurisdictional Tax Compliance
Payroll Management
- Global Payroll Processing
- Tax Withholding and Reporting across Jurisdictions
- International Employee Benefits Administration
- Year-End Payroll Reporting and Documentation
Financial Planning and Analysis
- Budget Development and Monitoring
- Financial Forecasting
- Profitability Analysis
- Business Valuation Support
- Merger and Acquisition Financial Due Diligence
Technology and Systems
- Accounting Software Setup and Management
- Financial Data Security and Backup
- Integration with Other Business Systems
- Automated Financial Reporting
- Cloud-Based Accounting Solutions
Bookwise, an accounting solution by RiaFin for fee-only financial planners, transforms the complex world of accountancy management into a streamlined, insightful process. It increases efficiency by automating accounting tasks and reducing manual work.
The expert-driven approach improves accuracy and provides deeper financial insights. Enhanced financial oversight is facilitated through better reporting and analysis of your fee-only financial planning firm's financial health.
Moreover, Bookwise is designed with scalability in mind, allowing firms to easily adjust to growth and changes in financial complexity. By optimizing financial processes, it can potentially improve profitability and financial decision-making.
In essence, Bookwise allows fee-only financial planners to focus on what they do best: providing expert financial guidance to their clients, with the confidence that comes from robust accountancy management.
By handling the intricacies of accounting and financial reporting, Bookwise's team empowers advisors to dedicate more time to high-value activities like developing strategic financial plans and nurturing client relationships, all while maintaining a strong financial foundation for their firm.
Monthly Plans
Bookwise [Silver] worth $149/mo
Essential accounting solution for your fee-only financial planning firm
USD $69 per Month
Paid Month-to-Month [10% off on Plus]
Subscribe Now- Basic Bookkeeping and Monthly Reconciliation
- Standard Financial Reporting (Balance Sheet, Income Statement)
- Basic Tax Preparation Assistance##
- Annual Budgeting Support**
- Quarterly Financial Analysis**
- Standard Accounts Payable and Receivable Management
- Single Currency Support
- Basic Chart of Accounts Management
- Annual Financial Statements**
- Basic Tax Estimates and Provisions
- Standard Accounting Software Setup
- Email Support
- Cancel subscription anytime
- 30-day money-back Guarantee
Bookwise [Gold] worth $299/mo
Premium accounting and financial management solution for your fee-only financial planning firm
USD $149 per Month
Paid Month-to-Month [10% off on Plus]
Subscribe Now- All features from the Silver plan, plus:
- Advanced Weekly Bookkeeping and Real-time Reconciliation
- Comprehensive Financial Reporting (including Cash Flow Statements)
- Full Tax Preparation Support##
- Dynamic Budgeting and Forecasting
- Monthly In-depth Financial Analysis**
- Customized Management Reports
- KPI Tracking and Analysis
- Business Valuation Support**
- M&A Financial Due Diligence Assistance**
- Dedicated Account Manager
- Priority Phone and Email Support
- Cancel subscription anytime
- 30-day money-back Guarantee
# Indian GST Extra @ 18%.
* All payments are made on PayPal.
** Needs Annual Subscription.
## Available at extra cost.
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