Bookkeeping Services

Streamline your business decisions with accurate and timely financial reports

At every stage of business growth, up-to-date and accurate bookkeeping is essential to make confident decisions that drive you forward. However, the complexity of your work as a financial professional requires deep understanding and attention to detail to maintain books with precision. LPL Bookkeeping Services provides you with dedicated bookkeeping support designed to meet your needs.

We pair you with a bookkeeper who is well versed in LPL and wealth management best practices. Your bookkeeper will provide accurate financial reporting that’s up-to-date and on-time, as well as get to know the nuances of your business. With this knowledge, your bookkeeper will share expert insight and best practices to help you take your business to new heights. 

With LPL Bookkeeping Services, you’ll spend less time in your books and more time with your clients, while receiving the information you need to manage and grow your business.


Bookkeeping Services provides you with:

  • Accurate and timely financial reports provided monthly or quarterly
  • Organized and up-to-date financial statements
  • Expert insight on bookkeeping best practices and industry standards



Advisors agree that Bookkeeping Services not only saves them time but integrates everything financial for their practice, accurately and seamlessly.



Why Bookkeeping Services?

Admin Solutions

Designed for You

Bookkeeping support designed to meet your needs as an LPL advisor. Your bookkeeper has extensive experience with LPL’s commission statements and professional knowledge of industry standards to help guide you with bookkeeping best practices.

Admin Solutions

Accurate and Timely

With direct access to your LPL commission statement, your reporting is streamlined for accuracy and timeliness. This ensures business continuity for moments that matter most to you—like applying for a loan, buying or selling a book of business, or making your estimated tax payments.

Admin Solutions

Flexibility and Time Savings

With the option of monthly or quarterly bookkeeping, you choose when you get your financial reporting. Take the burden of bookkeeping off of your shoulders with dedicated support, and get time back in your day now that you don’t have to train a bookkeeper, or do it yourself.


LPL Bookkeeping Services is designed specifically for you as an LPL advisor. Your LPL bookkeeper understands the complexity of a financial advisors’ work and has extensive experience with LPL commission statements. In addition, your LPL bookkeeper is dedicated to learning the nuances and goals of your business, and with professional knowledge of wealth management industry standards, will help guide you with bookkeeping best practices.

Yes; with this service, you’ll need to adopt QuickBooks Online and own your client account. Transactions are recorded and categorized exclusively in this system to optimize reporting transparency and collaboration.

On average, onboarding takes only four hours of your time over the course of one-to-two months. This time allows for granting access to various systems, getting year-to-date financials in good order, and restating your revenue. Your dedicated bookkeeper will help you every step of the way to ensure a smooth transition.

To protect your information and assets, LPL Financial employs extensive physical, technical, and procedural security controls at all of our facilities. Your bookkeeper will only access your information when you share it and will never disclose this information without your direct permission.

Yes; your bookkeeper will communicate directly with your certified public accountant (CPA), and you’ll be included on all communications between your bookkeeper and CPA. 

Ready to determine if Bookkeeping Services is right for you?

Schedule a call with a Business Solutions consultant

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