Expand your practice with Beachwood Financial for CPA's

We do the bookkeepping, your practice gets accurate financials you can trust.

How do you want to Partner with Beachwood Financial Solutions?


I want Beachwood to work directly with my clients

We’ll work directly with your clients to complete their books on a monthly basis. Access the Beachwood Financial app at any time to pull financial reports, or message your clients’ bookkeeping team.

I want to handle my client relationships

You’ll maintain your client relationships, and manage their financail accounts—all from one login. We’ll handle the bookkeeping and communicate with you directly.


Partner Billing Options

Standard Beachwood Financial Solutions pricing ranges from $159-$249 per month for clients under $50k in monthly ($600k annual) expenses. As a partner, select any one of three benefit packages most appropriate to each client.

Shared Value

For You

10% Revenue Share
$350 per client

For your Clients
20% off first 3 months

Mutual Benefit for you and your clients

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Client Discount

For You

Offer your clients the most value

For your Clients
15% off all billings

Extend value to your clients

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For You

15% off all billings

For your Clients
One bill to pay

You maintain client billing relationship

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Frequently Asked Questions

In addition to monthly bookkeeping, we’ll prepare a year end financial package that includes an income statement, balance sheet, trial balance, journal entry summary, and general ledger. We can also provide custom reports tailored for your clients needs.

Category: CPA

Unconditional, 100% Satisfaction Guarantee… We provide this guarantee so that your best interest is always our aim.

No. With the advance of cloud computing in today’s business environment, absolutely everything can be done on the cloud from anywhere and at anytime! Of course, here at Beachwood we work with only the most established and reputable companies to ensure your company’s safety and reliability.

We use all supported versions of QuickBooks as well as other tools that allow us to deliver accurate and timely financial services to you.

You receive a full set of financials: Income Statement and Balance Sheet as well as weekly Credit Card and Cash Reconciliation Reports, AP Aging Reports, Operational Reports, and any other reports you would like based on your needs. All delivered by the 10th business day of the month or period close.

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We’ll Handle your clients’ mess!


Grow Your Business

Expert bookkeeping done for you adds value for your clients (with none of the work). Plus, earn revenue share and extend discounts to your clients

Get reports you can trust

Stop cleaning up disorganized Excel files. We complete your clients’ books each month, so you always have accurate financials for tax planning and consulting.

Work with a team of professionals

No need to hire extra staff or train bookkeepers. Beachwood Financial Solutions gives you and your clients a dedicated bookkeeper supported by an expert team.

Bookkeeping solutions for your clients

Book a call today for your free consultation with a Bench Partner Advisor. You’ll get a complete run-down of how the Bench for Accountants Program works, and we’ll learn more about your practice’s bookkeeping needs.

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