A Bookkeeping Partner for CPA Firms and Individual CPAs
You focus on tax, advisory and your clients. I keep their QuickBooks and Xero books accurate, reconciled and ready for your review.
Send a Partnership Enquiry
Sound familiar?
Messy client books
Unreconciled files slow down your busy season and cost billable hours.
Low-margin work
Routine bookkeeping ties up staff who could be doing higher-value tax and advisory work.
Hiring is costly
Training and managing in-house bookkeepers is expensive and uncertain.
Uneven file quality
Every client file is organized differently, so review time is unpredictable.
How a partnership works
Intro by email
We exchange a few emails about your clients, software, standards and how you like to work.
Pilot
I start with one or two client files, following your checklist and chart of accounts.
Your review
You review the first deliverables and tell me what to adjust.
Ongoing partnership
Monthly bookkeeping and project work scale as your client list grows.
Ways we can work together
Choose one model or combine them. You decide how much of the client relationship I touch.
White-label bookkeeping
I work behind your brand. Your clients deal with you, and I deliver clean books to your standard.
Referral partnership
Your client hires me directly for bookkeeping, while you stay their tax and advisory CPA and receive books ready for review.
Overflow and project work
Cleanups, catch-ups, QuickBooks and Xero setup or migrations during busy season or for new clients.
What you get
- QuickBooks Online and Xero files reconciled every month
- Cleanup and catch-up before filing season
- A CPA-ready package: reconciliations, financial statements and open questions listed
- Access the way you prefer, through your accountant seat or the client file
- Your chart of accounts and checklist followed, so files look consistent
- NDA available on request
What stays with you
- Tax preparation and filing
- Tax advice, audits and attest work
- Final review and sign-off on the books
- The client relationship and advisory role
- Any legal or compliance judgment calls
Simple, flexible pricing
No long-term contract. We start small and grow as the working relationship proves itself.
Per-client monthly retainer
Fixed monthly price per client file, based on approximate transaction volume.
Project pricing
One-time cleanups, setups and migrations are quoted by scope.
Partner rates
If you bring several clients, we agree on partner rates after a short email exchange.
Pricing is agreed with you before any work begins. Tell me about your client mix and I will propose a structure.
Common questions
Are you a CPA?
No. I am an independent bookkeeper (QuickBooks Online ProAdvisor and Xero certified). Tax, audit and attest work stays with you.
Where are you based and how do we communicate?
I am based in India, so your clients books can move while you sleep. We agree on a regular check-in time and communication channel that suits you.
How do you handle client confidentiality?
I can sign an NDA, and I access files only in the way you approve, through your accountant access or the client file.
Can you work under my brand?
Yes. White-label is one of the options. Your clients deal with you and I deliver the work behind the scenes.
What if I only have one or two clients to start?
That is fine. We start with a pilot on one or two files and grow from there.
Let us talk about working together
Tell me about your practice and your clients. We will see if a partnership makes sense, with no cost and no commitment.
Send a Partnership Enquiry