Faster closes: fewer reclasses, more time for advisory and growth.
Protected relationships: after cleanup, the client remains fully yours—no exceptions.
Growth channel: qualified partners are considered for clean client handoffs. Referral payouts if you send a cleanup our way.
What Changes After Cleanup
You get a file you can trust—reconciled, reclassified where needed, and aligned to a clean structure—so your focus stays on high-value work.
Audit-ready reports: P&L and Balance Sheet aligned with source data.
Organized structure: streamlined chart of accounts and tuned bank rules.
Seamless handoff: concise notes and a clear starting point for your team.
How Partnership Works
Register once. Use the form below to share your practice details. Qualified partners are considered for clean, audit-ready client handoffs.
Introduce or refer. Have the client schedule a free diagnostic review—secure and simple.
Receive clean books. We handle the cleanup and return a reconciled file with brief notes—ready for you to maintain.
Partner FAQs
Do you take over my client?
No. We’re cleanup-only. After repair, the client is yours and we step out.
Can I white-label your cleanup?
Yes, if you prefer. Many partners keep us visible as specialists, but we can also work quietly in the background.
Do I have to send you referrals to be a partner?
No. Partnership is based on fit and standards, not referrals. The referral program is optional.
Who qualifies for clean client handoffs?
Active practices serving QBO clients with solid credentials, timely communication, and capacity for onboarding. Register below and we’ll reach out when there’s a right-fit match.
How fast are cleanups?
Timeline depends on file size and complexity. Some finish in days; more complex files in a few weeks to months. After the diagnostic, clients will have a clear timeline before work begins.
Is client data secure?
Yes. We use secure access, back up before changes, and keep notes on material adjustments. You and your client retain full ownership of the data and subscriptions.
Do you offer monthly bookkeeping?
No. Our focus is cleanup and foundations. Ongoing bookkeeping remains with you or your chosen team.
Register as a Partner
Tell us about your practice so we can match you with right-fit clients.