For tax advisors & bookkeeping firms

Hand off your clients' ongoing bookkeeping – and get time back for advisory work

Ongoing bookkeeping eats up time, staff and nerves – and it's rarely what your clients value you for. Outsource it to Buchführungsheld or use our platform yourself. That way you escape the skills shortage, get rid of the repetitive bookkeeping grind and focus on year-end closings, tax returns & advisory.

The Buchführungsheld team

Two ways to hand off your bookkeeping

Whether you want to fully outsource your ongoing bookkeeping or just use a modern platform for it – pick the path that fits your firm. Both take work off your plate while you keep the year-end close, tax return & advisory.

1 · Full outsourcing

Buchführungsheld takes over the complete ongoing bookkeeping for your clients: collecting receipts, coding & recording them, preparing the VAT return and creating monthly reports. Your firm gets clean, reconciled DATEV data back and jumps straight into annual financial statements, tax returns and advisory work. Ideal if you want to free up capacity or stop trying to fill open bookkeeping positions – without building up your own staff.

2 · Software provisioning

Want to keep bookkeeping in-house, but without outdated processes? Buchführungsheld gives you the platform and app: your clients scan receipts with their smartphone or upload them in the browser – structured and prepared. Your team reviews and posts them as usual, just faster and paperless. Modern software for your firm, with no in-house development – almost white-label, fully under your supervision.

A look inside the platform

Everything in view – clients, receipts & DATEV export

In the Buchführungsheld interface, you can see at a glance where each client stands: received receipts, booked items, open questions, and completed reports. Export the continuously coded data in a structured DATEV file and dive straight into closing and consulting.

  • Real-time client & receipt overview
  • BWA, SuSa & advance VAT return
  • DATEV & CSV export
  • DSGVO- & GoBD-compliant
Buchführungsheld interface with key figures, receipts and DATEV export

What you gain as a firm

More time for advising

Less repetitive bookkeeping, more room for closings, tax planning and real client advice – in other words, for what truly sets your firm apart.

No more skilled-labor shortage

You no longer have to fill open bookkeeping positions at any cost. You scale through Buchführungsheld instead of hard-to-find staff.

Predictable fixed costs

Instead of fluctuating staffing and downtime costs, you budget with clear fixed prices per client – transparent and scaling with you.

DATEV-compatible

You get structured, reconcilable DATEV data (or CSV) and keep working in your familiar workflow for the closing and tax return.

DSGVO & GoBD

Processed in a DSGVO- and GoBD-compliant way in ISO-27001-certified data centers in Germany – including a data processing agreement with your firm.

Scales with your client base

Whether five or fifty new clients: your ongoing bookkeeping simply scales with you, without building up in-house capacity.

Always up to date

The status of every client – automatically up to date

Receipts booked, DATEV export ready, VAT return submitted: you can always see what's done – without having to chase anyone. Your ongoing bookkeeping runs in the background, and you stay in control and have the final say.

How the collaboration works

From overloaded bookkeeping to a relaxed firm in three steps – we handle the ongoing bookkeeping, you handle your clients.

1

Get to know us & choose your option

In a short call, we take a look at your client base and your processes and decide together: full outsourcing, software provisioning – or a mix, client by client.

2

Onboard clients

We set up the platform, onboard your clients and show them how to scan and upload receipts. We migrate existing data cleanly – without anything getting stuck in your firm.

3

Bookkeeping runs itself – you advise

From now on, your ongoing bookkeeping runs in the background. You get monthly reports and DATEV data, and you focus on annual financial statements, tax returns, and consulting.

Working together

Let's talk about a partnership

In a no-obligation intro call, we figure out which option fits your firm and how much bookkeeping work you can really hand off. Completely without commitment.

Frequently asked questions from tax advisors

Here you'll find answers about our pricing, features, and using the App.

Do I keep full data sovereignty over my clients?

Yes. Your client relationship, your authorizations, and your responsibility as a firm remain 100% with you. Buchführungsheld works exclusively in a supporting role – with full outsourcing as your extended bookkeeping arm, with software provisioning as a pure tool. You keep insight, control, and the final say at all times.

Do I get clean DATEV data for the annual financial statement & advice?

Yes. With full outsourcing, you receive the ongoing booked data as a DATEV export (or CSV) – structured, coded, and reconcilable, so you can jump straight into the financial statement, tax return, and advisory work. With software provisioning, the prepared receipts flow into your familiar DATEV workflow.

How is the client relationship set up – do you need your own powers of attorney?

The tax advisor remains the client's central point of contact and contractual partner. Buchführungsheld acts as a vicarious agent for the ongoing bookkeeping – we govern the collaboration through a clear data-processing and cooperation agreement with your firm. We don't compete with your advisory services.

What does working together cost for my firm?

You pay predictable flat fees per client instead of fluctuating staffing costs. The exact tiering depends on the plan, receipt volume and number of clients – it's best to discuss this in a short introductory call and find the model that adds up for your client base.

Is all of this GDPR- and GoBD-compliant?

Yes. We process all data in a GDPR- and GoBD-compliant way in ISO-27001-certified data centers in Germany, including a data processing agreement with your firm. Support and processing take place from within Germany.