Outsourcing client bookkeeping efficiently: Why tax advisory firms benefit from partnering with Hey Unkelbach Financial Services

Tax advisory firms face major challenges today: a shortage of skilled professionals, rising client expectations, and digital transformation demand new solutions. One of the biggest burdens in day-to-day firm operations is client bookkeeping.

Hey Unkelbach Financial Services supports tax advisory firms precisely here—as a reliable cooperation partner that provides operational relief while delivering the highest quality.

Outsource client bookkeeping—without any loss of quality

We handle digital financial accounting for your clients—including document management, pre-accounting, and communication. We work closely with your firm—transparent, efficient, and GoBD-compliant.

An overview of our services:

• Digital client bookkeeping, fully outsourced and seamlessly integrated into your firm’s processes
• Document management and pre-accounting, aligned with your systems such as DATEV, Agenda, or Addison
• Client communication on your behalf or as a neutral service provider
• Scalable processes that enable you to support more clients—without additional staff
• Preparation of payroll and salary statements (including construction payroll)

Technical expertise and DATEV competence

Our teams have extensive experience with DATEV. We understand workflows in tax firms and know what matters in collaboration. Our processes are GoBD-compliant and aligned with the requirements of the tax authorities.

Security and reliability

Data protection and confidentiality are our top priorities. We work in compliance with the GDPR, with hosting in Germany, encrypted transmission channels, and clear access controls. If desired, we can operate entirely in the background—also as a white-label solution.

Digitalisation and automation

We rely on modern technologies for automated document processing, including OCR and AI-supported pre-accounting. We also support your clients with digital onboarding—from the document app to cloud storage. In addition to DATEV, we also work with Agenda, Addison, Simba, Lexoffice, sevDesk, and other systems.

Why tax advisors choose us as a cooperation partner

We are not a tax advisor—and therefore not a competitor. Instead, we see ourselves as an extension of your firm. Our work relieves your specialists, strengthens client retention, and creates room for what truly matters: consulting, strategy, and growth.

Cooperation instead of competition

Our mission is to strengthen tax advisory firms sustainably—through operational relief, digital processes, and collaborative partnership. Hey Unkelbach Financial Services is your cooperation partner for the future of tax advisory.

If you would like to learn more about working together, we look forward to hearing from you.