BOTKEEPER ACCOUNTING PARTNER PACKAGES

Botkeeper partners with Accounting Firms and CPA’s in the United States only!

Primarily we work with QBO, but can also work with Xero.

Botkeeper can service your clients on many different levels- this totally depends on your client's needs and preferences! We can handle the basics or everything from top to bottom, so you can focus on the bigger picture!

The services Botkeeper can provide to your clients with less than 50k in monthly expenses include:

• Monthly cash basis transaction categorization
• Monthly bank & credit card reconciliations
• Payroll Journal Entries
• Standard Balance Sheet, Income Statement, & Statement of Cash Flow reports
• Overall Book Review for any unusual balances or discrepancies

The services Botkeeper can provide to your clients with more than 50k in monthly expenses include:

• Monthly cash basis transaction categorization
• Monthly bank & credit card reconciliations
• Payroll Journal Entries
• Standard Balance Sheet, Income Statement, & Statement of Cash Flow reports
• Overall Book Review for any unusual balances or discrepancies

Some of our Partners prefer to be the POC for their clients, however, we’re happy to collaborate on communication and talk with them directly!

Botkeeper protects your data with 256-bit encryption within the Botkeeper Platform; that’s the same level of encryption you’ll find with online banking and shopping. And for added security, all systems and databases are located in Amazon Web Services (AWS) data centers within the US. Botkeeper leverages AWS security products to ensure that our systems and infrastructure are configured in accordance with security and compliance best practices. In addition, all Botkeeper employees attend annual information security training, and we own our IP.

Botkeeper provides bookkeeping clean-up services at a flat rate per hour. If you or one of your clients needs clean-up, please let the Botkeeper Deployment team know during onboarding. Clean-up services will be assessed and you'll receive a quote before the work begins.