Referral Partnerships for CPAs
As a CPA, your time is best spent on higher-level advisory, tax, and strategic work—not buried in day-to-day bookkeeping. That’s where we come in.
We partner with CPAs by providing reliable, accurate bookkeeping services that keep client books clean, organized, and tax-ready—so you can focus on what you do best.
Why Partner With Us?
Accurate, timely bookkeeping you can rely on
Clear communication—we keep you in the loop so you always have what you need
Seamless client experience—we make you look good by ensuring the numbers are right
No competition—we strictly provide bookkeeping services and leave tax and advisory work to you
Referral Fee Structure
We value the trust you place in us when referring your clients. As a thank-you, we offer a percentage-based referral fee:
You’ll receive 10% of the monthly bookkeeping fee for each client you refer once they sign a recurring contract with us.
The referral fee is paid monthly for the first 6 months of the client’s recurring engagement with us.
There’s no cap on the number of clients you can refer.
This structure rewards you for the introduction while ensuring your clients receive the professional support they need.
*Referral fee will begin after client has engaged us for recurring work. No referral fees will be paid while client is in the onboarding phase.
How It Works
Refer your client – Introduce us directly, or share their details with our team.
We handle the bookkeeping – From cleanup to monthly maintenance, we’ll keep the books in top shape.
You stay focused on higher-value work – Confident knowing your client’s financials are accurate and ready when you need them.
Let’s Work Together!
Our goal is to build long-term, mutually beneficial partnerships with CPAs who want trusted bookkeeping support for their clients.