A bookkeeping partner who never touches your seat.
I handle the cleanup, catchup, and monthly bookkeeping your clients need — and hand back clean, reconciled books ready for you to prepare their return on. Tax preparation and planning always stay with you. Every time.
Why CPAs refer here
This is a complementary relationship, not a competing one.
What your referred clients receive
This offer is exclusive to clients referred directly by a CPA.
CPA Referral Program
Available only through the private CPA referral form — not offered publicly.
Free QBO Diagnostic Report — a written assessment of the client's QuickBooks file, delivered within 5 business days.
First month free on Essentials — a $300 value, applied if the client moves forward with monthly bookkeeping.
Your tax relationship stays intact — tax preparation and planning are never part of the engagement. That work stays with you.
How a referral works
A simple handoff, with no ambiguity about who does what.
Submit the referral
Send your client's information through the private CPA referral form — takes just a couple of minutes.
We run the diagnostic
Your client's QuickBooks file is reviewed and a written diagnostic report is delivered within 5 business days.
Bookkeeping begins, tax stays with you
If the client moves forward, their first month on Essentials is free. Tax preparation and planning remain entirely in your hands.
Have a client who needs bookkeeping, not a new tax preparer?
Submit a referral through the private CPA form and we'll take it from there — your relationship with your client stays exactly where it is.
Refer a clientOr book a free books health check to see how we work first