First American CPA and Bookkeeping App goes live

Certified Public Accountant firm, Balwant Cheema, have become the first in America to launch the fully approved CPA and Bookkeeping App.

Balwant have taken full advantage of this unique App technology, creating special user engagement and brand growth. Clients can directly engage with the firm through their Smartphone or tablet device.

Mobile devices are used more than ever on a daily basis, with 80% of mobile time spent browsing and searching the Internet spent ‘in-App’. This has made it even more crucial for firms to put themselves in front of clients and promote their brand within the App ecosystem. The App software developed by MyFirmsApp leads clients directly into the firm, establishing a close relationship and acting as an attractive proposition in generating new business.

The Miami CPA’s provide a full range of cost-effective accounting services. Based in Florida, they assist their customers with accounting operations to allow them to grow their business. They have a dedicated team of professionals to assist in every aspect of their customers business, including: Financial, Accounting and Taxes, Bookkeeping and Payroll. Their owner, Balwant S. Cheema, is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants.


Miami Accountants Balwant Cheema maintain strong client relationship with CPA App

Balwant chose the CPA and Bookkeeping App so that they could connect with their clients in a modern, time-efficient way while allowing them access to many tools and features. The CPA App brings all systems together on one interface, meaning clients can easily track mileage and log all financial information through QuickBooks online via a portal on the App.

The Balwant Cheema in-built Mileage Tracker allows clients to enter any relevant information to accompany each logged trip, track distance and export trips via email at anytime to form part of your mileage claims.

Push Notifications

The new Accountancy App offers efficient communication between client and firm with the push notification feature. This allows Balwant Cheema to share important news, financial updates and deadline reminders to all App users by sending messages that pop-up on the users screen. Clients love receiving communications, and this gives Balwant the greatest reach possible. Push notifications are easy to write, take seconds to send and generate a 93% higher open rate than emails.


The Balwant Cheema App is integrated with QuickBooks accounting software

QuickBooks, the top accounting solution for businesses, is a piece of accounting and bookkeeping software developed by Intuit.

The Balwant Cheema CPA and Bookkeeping App allows clients to access QuickBooks Online through a portal built into the App, giving the firm close client control rather than losing out to third parties. Clients can access business accountings everywhere they go and log all financial information in one place, including:

  • Online banking and electronic payment functions
  • Profit & loss and balance sheet reports
  • Record and pay bills
  • Schedule recurring payments
  • Track expenses
  • Send professional invoices and estimates



The all-new Balwant Cheema App was developed with MyFirmsApp to help them build a valuable relationship with their customers. The CPA and Bookkeeping App is available for other firms in America wanting to protect their brand, their systems and their clients’ future.

Here’s why accountants love this solution:

  • Access to a proven CPA and Bookkeeping App with exciting features, at the lowest possible price.
  • Designed to give you a great return on your investment, helping you stand out and win new clients.
  • The App will be unique to you, containing your firm’s key messages. Any ideas to make your App more personal can be discussed as part of the bespoke App option during your free App demo.
  • A unique tool to differentiate your firm and stand out to win new business

Register here for your free App demo. Find out how it will be customised exclusively for your firm and act as the interface between you and your clients.


Categories: Android, Apps, Blog, blogs, iPhone

Daniel Richards

Daniel Richards |

Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for Accountants and Bookkeepers.

He is passionate about helping firms maintain a key role in the always-on App environment which plays such an important part in our daily lives. He is particularly keen to raise awareness of the threats posed to accountants and bookkeepers by 3rd parties and even Government. Without a firms’ own App, it really has no way to serve within, benefit from or control the environment where so many clients and prospects now spend their time each day.

Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for accountancy firms.

He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and Insight webinars, and regularly speaks for the professional bodies and membership organisations.

Outside work: In his early days Daniel spent most of his time mountaineering and was fortunate enough to undertake expeditions in places such as The Himalayas, Alps, Alaska, Papua New Guinea, Norway and others. Now he enjoys the outdoors as much as possible with his family and friends as well as being active in the leadership of a local church.