LPL Bookkeeping Services for Advisors

The complexity of your work as a financial advisor requires deep understanding and attention to detail to maintain books with precision. LPL's Bookkeeping Services provides you with dedicated bookkeeping support designed to meet your needs.

Efficient Bookkeeping Support

At every stage of business growth, up-to-date and accurate bookkeeping is essential to make confident decisions that drive you forward. At LPL Business Solutions, we pair you with a bookkeeper who understands the industry and LPL’s pay structure and commissions.

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 educated insight and best practices to help you take your business to new heights.

Watch Video: Learn what advisors have to say about LPL Bookkeeping Services.

"I was still doing a lot of work after hours and on weekends freshening up my numbers. I have a wonderful Bookkeeping partner at LPL, and I really don’t have to manage any of that now."

Mike LaPorte

LaPorte Financial

Benefits of Bookkeeping Services

Accurate and timely reports

Streamlined reporting 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.

Up-to-date statements

Update-to-date and accurate bookkeeping from a professional with extensive LPL and industry experience will help you make confident decisions to manage and grow your business.

Time Savings

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.

Ready to learn more?

With 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.

Get more info on the exclusive programs and services at LPL Financial, such as Bookkeeping Services, that can help you achieve your vision of success. LPL’s representatives are ready to answer your questions.

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Additional Solutions

CFO Solutions

Your strategic ally delivering personalized executive insight to help you run your business efficiently, profitably, and achieve your goals.

Learn more

M&A Solutions

Get dedicated professional support for buyers and sellers, including an end-to-end solution with a team of experts to guide you through the process.

Learn more

Admin Solutions

Reduce daily tasks and optimize client communication with the help of an industry-experienced and highly-skilled administrative professional.

Learn more

Bookkeeping Services FAQ

What is the difference between LPL Bookkeeping Services and other third-party providers?

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.

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.

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.

Disclosures

The views and opinions expressed by LPL Financial Advisor(s) may not be representative of the views of other Financial Advisors and are not indicative of future performance or success. Neither LPL Financial nor the LPL Financial Advisor can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

For Financial Professional Use Only.