Bookkeeping & bank reconciliations
Bank, card and payment-platform feeds coded and matched daily, with each account reconciled to its statement every month.
QBO · Xero · Zoho Books · Hubdoc · Dext
Bookkeeping & month-end close · controller-led
Books you can make decisions on, closed by the fifth business day.
BridgeBooks runs the day-to-day finance work for growing businesses and works quietly behind accounting firms as white-label capacity. Every reconciliation is reviewed by an ICAI-qualified finance controller, every close follows a written checklist, and you always know what is done and what is open.
ICAI-qualified controller review
Xero & QuickBooks Online certified
NDA signed before any access
Read-only access to start
Who we work with
Two kinds of clients. Same standard of work.
Growing businesses
Founders, owners and COOs with 10 to 50 staff
You are about to hire a bookkeeper or staff accountant, or the one you have is stretched. You want numbers you trust every month without managing a finance team.
- Daily bookkeeping and a dependable month-end close
- Clean books handed to your CPA or tax agent at year-end
- A clear monthly pack you can act on
Accounting firms
CPA, CA and chartered practices, fractional CFOs, setup agencies
Your clients are growing faster than you can hire. We do the production work under your name so your team can review, advise and file.
- White-label bookkeeping and reconciliations in your software
- Tax-ready workpapers for your review and filing
- Start with one client file, no long-term commitment
Services
The full bookkeeping cycle, run to a written standard
We work inside your existing systems. Nothing moves to a tool you don't control.
Accounts payable & receivable
Bills captured and coded, supplier statements reconciled, payments applied, debtor ageing kept current with collection notes.
Bill.com · Ramp · Xero · QBOMonth-end close & reporting
Accruals, prepayments and clearing accounts closed to the T+5 calendar, then a management pack with variances explained in plain words.
Close checklist · Variance notesCleanup & catch-up
Months or years of unreconciled books brought current at a fixed scope, ready for your tax filing, investor or lender.
Fixed scope · Agreed deadlineE-commerce & payments reconciliation
Shopify, Stripe and Amazon payouts split into gross sales, fees, refunds and tax, so gross margin in your books matches reality.
Shopify · Stripe · Amazon · A2XSales tax, GST & VAT workpapers
Tax clearing accounts reconciled and return workpapers prepared for your tax agent or CPA to review and file.
Prepared for review · Filed by your agent
Sector experience we lead with:
Contractors: job costing & subcontractor AP
Allied health: NDIS / CHSP receivables
Insurance brokers: carrier commission recs
Agencies: project WIP & debtors
D2C brands: payouts, inventory & COGS
Multi-site retail: consolidated recs
Before you post the job ad
A hire gives you one person. BridgeBooks gives you a finance function.
An in-house bookkeeper can be excellent. The risk is that everything depends on them alone: their review, their holidays, their notice period. Here is how the two compare.
| What matters | In-house bookkeeper | BridgeBooks |
|---|---|---|
| Review | Work is usually checked by nobody until year-end, when your CPA finds the problems. | Every close reviewed by an ICAI-qualified finance controller before it reaches you. |
| Close timing | Depends on the person's workload. Many small teams close three weeks after month-end. | T+5 business days, written into the service agreement. |
| Continuity | Leave, sickness or resignation stops the books. Knowledge leaves with the person. | Documented procedures for your file, so work carries on without gaps. |
| Time to start | Weeks of recruiting, then onboarding and training. | Audit in 24 hours. Onboarding plan agreed in the first call. |
| Breadth | One person's experience of one or two systems. | Cross-system work across QBO, Xero and Zoho, plus e-commerce and payments platforms. |
| Cost structure | Salary plus benefits, payroll taxes, software seats, management time and replacement cost. | One fixed monthly fee, scoped to your transaction volume and reviewed as you grow. |
| Your time | You manage, review and cover for them. | You read a monthly pack and answer a short list of questions. |
We are not the cheapest way to get transactions entered. We are the dependable way to get books your CPA, your bank and your board can rely on.
For CPA, CA and chartered accounting firms
Your name on the work. Our capacity behind it.
Good junior and senior bookkeepers are hard to hire in every market we serve. We take on the production work so your team can spend its hours on review, advice and filing, which is where your margin is.
You keep the client relationshipWe never contact your clients unless you ask us to. No co-branding, no BridgeBooks name on deliverables.
We work in your systemsYour practice software, your file structure, your checklists. We adapt to how your firm already works.
You review and sign offWe prepare, you approve. Filing and client advice stay with your firm.
Start with one client fileA pilot on a single file shows you our quality before you send more. No lock-in.
Capacity for peak seasonYear-end, tax season and corporate tax deadlines without temporary hires.
Data protection in writingNDA, and a data processing agreement with standard contractual clauses for EU and UK-GDPR clients, Privacy Act clauses for New Zealand, and PIPEDA terms for Canada.
What we hand back, by market
- United States
- Reconciled QBO files and tax-ready balance sheet workpapers by T+5, ready for your tax prep.
- Canada
- Monthly QBO / Xero reconciliations and GST/HST clearing, so year-end compilation (NTR) files arrive clean.
- New Zealand
- Xero and MYOB bookkeeping, GST return prep and payroll processing, for your review and filing.
- UAE
- Bookkeeping plus VAT and corporate tax workpapers for your tax desk to file.
- Ireland
- Monthly bookkeeping, management accounts and year-end prep files under a GDPR DPA.
- Australia
- Bookkeeping and reconciliations only. BAS, payroll and tax stay with your registered agent.
Accounting practices
Solo practitioners and firms of up to 20 people that need production capacity without another hire.
Fractional CFOs
You advise the leadership team. We deliver the reconciled close pack your advice depends on, every month.
Company setup agencies
Add an accounting and tax-workpaper package to your incorporation bundle, delivered at wholesale rates.
How an engagement starts
See the work before you commit to anything
Step 1 · Day 0
NDA and read-only access
We sign your NDA or send ours. You give view-only access to your accounting file. Nothing can be changed.
Step 2 · Within 24 hours
Book Health Audit
A written scorecard of what is reconciled, what isn't, and what it means for your next filing or report.
Step 3 · If needed
Fixed-scope cleanup
Any backlog is brought current at a fixed price and deadline before monthly work begins.
Step 4 · Ongoing
Monthly retainer
Daily bookkeeping and the T+5 close, for one fixed monthly fee. Thirty days' notice to stop.
The free Book Health Audit
Twelve checks. One honest scorecard. Twenty-four hours.
Most businesses find at least one balance that hasn't been reconciled in months. The audit shows you where, and what it is likely to affect.
Free, with no obligation to engage us afterwards.
Read-only access, after an NDA is signed.
Delivered as a written scorecard plus a 20-minute walkthrough call.
For firms: run it on one client file of your choice.
01Bank and card reconciliationsLast reconciled date and unmatched items for every accountsample: 4 months
02Undeposited funds & suspenseBalances that should be nil at month-endsample: review
03Sales tax / GST / VAT clearingLiability per books against liability per returnssample: variance
04Payout splitsShopify, Stripe and Amazon recorded gross, with fees and refundssample: net only
05AP and AR ageingStale bills, duplicate suppliers, unapplied paymentssample: clean
06Close disciplineLocked periods, accruals, prepayments, opening balance checksample: open
+6Further checks by sectorJob costing, commission recs, WIP, inventory and COGS, payroll clearing, multi-currencyas relevant
Where we work
Six markets, each with clear boundaries
We follow each country's rules on who can do what. Where a task needs a local licence, we prepare the work and your registered professional signs or files.
| Market | Systems | What we do | What stays with your local professional |
|---|---|---|---|
| United StatesUSD | QBO · Bill.com · Gusto · Ramp | Bookkeeping, AP/AR, month-end close, cleanup, sales tax reconciliation, white-label for CPA firms | Tax returns, audits and attest work |
| CanadaCAD | QBO · Xero · Wagepoint · Dext | Bookkeeping, GST/HST clearing, monthly close, year-end files for your CPA | Compilation, review and audit engagements; Quebec clients not taken on yet |
| UAEAED | Zoho Books · Xero · QBO | Bookkeeping, ledger catch-up, VAT and corporate tax workpapers, wholesale packages for setup agencies | FTA filings by your registered tax agent; statutory audit |
| New ZealandNZD | Xero · MYOB · Hubdoc | Bookkeeping, monthly close, GST return prep, payroll processing | GST and tax filing by your accountant; statutory audit |
| IrelandEUR | Xero · QBO · Surf | Bookkeeping, management accounts, year-end prep for accounting firms | Audit, tax returns and statutory accounts sign-off |
| AustraliaAUD | Xero · QBO · MYOB | Bookkeeping and reconciliations | BAS, PAYG, payroll and any tax agent services |
Time zones work in your favour. From India we overlap with UAE business hours, cover New Zealand and Australian mornings, and finish work overnight for North America and Ireland, so your books move forward while you sleep.
Verify BridgeBooks
Check us before you share a single login
You should never hand financial data to a provider you can't verify. Here is who is accountable for your books, and how to confirm it independently.
Krishna Sikchi
Founder · ICAI-qualified · Pune, India · reviews every client file
BridgeBooks is a founder-led practice. Krishna is ICAI-qualified and works as Senior Manager and Controller of Finance for a US-headquartered SaaS company, running controllership across its US and India entities. BridgeBooks brings that same close discipline to growing businesses and accounting firms.
- Qualified through the Institute of Chartered Accountants of India (ICAI)
- Xero and QuickBooks Online certified
- Month-end close, controllership and multi-entity reporting for a global SaaS business
- Engagement letters signed by Krishna personally, so there is a named, accountable professional on every file
What we will never ask for
- Your online banking login or payment-approval rights
- Passwords sent by email or chat. Access is granted through your software's own user invites
- Admin access during the audit
- Payment before you have seen the audit
Founder's LinkedIn profileCareer history, current role and recommendations
View on LinkedIn ↗Xero certificationXero Advisor certification, issued by Xero
View certificate ↗QuickBooks Online certification, Level 1QuickBooks Online ProAdvisor certification, issued by Intuit
View certificate ↗QuickBooks Online certification, Level 2QuickBooks Online ProAdvisor certification, issued by Intuit
View certificate ↗A live video call firstMeet the person who will review your books before you grant any access
Request a callContracts before dataNDA and data processing agreement signed before the audit begins
Ask for templatesDomain and emailWe only write from @bridgebooks.net, @bridgebooksadvisory.com or @getbridgebooks.com. Treat any other address as not us.
bridgebooks.netbridgebooksadvisory.com
getbridgebooks.com
Questions
What people ask before they start
Who actually does the work on my books?
BridgeBooks is founder-led. Krishna Sikchi, ICAI-qualified and a working finance controller, reviews every file and every close. As the practice grows, any team member works to the same written procedures for your file, and the review step does not change.
How is my data protected?
We sign an NDA before any access, and a data processing agreement where your jurisdiction requires one. Access is granted through your software's own user invites with multi-factor authentication, starts read-only, and is removed the day an engagement ends. Your data stays in your systems.
How is pricing set?
A fixed monthly fee based on your transaction volume, number of accounts and entities, and the reporting you need. We quote after the Book Health Audit, when we can see the actual work. We don't bill by the hour, so you won't get surprise invoices.
Do you file tax returns?
No. We prepare clean books and workpapers so your CPA, chartered accountant or registered tax agent can review and file quickly. In Australia we provide bookkeeping only.
Will my clients know you exist? (for firms)
Only if you want them to. White-label work goes out under your firm's name and we never contact your clients directly.
Is there a minimum term?
No long-term lock-in. Monthly engagements run on 30 days' notice, and firms can start with a single client file as a pilot.
What if our books are a mess?
That is common and fixable. The audit tells you how far behind things are, and we quote a fixed-scope cleanup with a deadline before monthly work starts.
Start here
Request your free Book Health Audit
Tell us a little about your books. We reply within one business day with an NDA and simple instructions for read-only access.
Email
[email protected]