Send me the clients who need clean books and a monthly read. You earn 15% of what the client actually pays each month, excluding their QuickBooks subscription, for as long as they stay, under a short written referral agreement. You keep them as your tax and payroll client.
The clients whose books eat your time and never come in clean. I take the monthly bookkeeping off your plate.
Reconciled, closed, and coded every month, in QuickBooks Online, with class tracking where it is needed. Your client also gets a plain-English read.
You stay their CPA for tax and payroll, and you earn 15% of what the client pays each month, excluding their QuickBooks subscription, for as long as they stay a client, under a short written referral agreement.
I do not do tax. I do not do payroll. I keep the books clean and give the owner a monthly read, and I hand you a tidy year when it is time to file. No poaching, no overlap, just the bookkeeping layer done right so your work is easier, plus 15% of what the client pays every month they stay, excluding their QuickBooks subscription.
Start a partner conversationI look at 90 days of your books and statements, then show you where your money is actually going and the biggest opportunities I see, whether or not you ever hire me. No cost, no commitment. All I need is a few months of bank and card statements.
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