How We Help Bookkeepers

We partner with bookkeepers who meet the highest standards and deliver clients with books already reconciled, audit-ready, and aligned.

Why Partner With Us

We send you clients who are ready for steady, month-end care. In return, you bring the professionalism and trust that keep the alliance strong.

Partnered Bookkeepers Program

This program is reserved for bookkeepers who meet high professional standards. Our role is to restore the books; your role is to maintain them with excellence. Together, we provide business owners with continuity, accuracy, and peace of mind.

How It Works

  1. Introduce your practice. Complete the partner form below, sharing your credentials, client capacity, and areas of specialty. This ensures we only connect clients to bookkeepers who meet our standards.
  2. We complete cleanup. Our team restores the client’s file—reconciling, reclassifying, and documenting every adjustment to establish a reliable foundation.
  3. Structured handoff. You receive a concise reference packet and video overview of the repair, along with a direct introduction to the client and their ongoing needs.
  4. You maintain. From that point forward, the relationship is yours. You deliver timely month-end closes on a file that begins accurate, organized, and audit-ready.

Bookkeeper FAQs

No. We are cleanup specialists only. Once the repair is complete, the client is introduced to you and the relationship is entirely yours. Our role ends where yours begins—ensuring boundaries and trust are always protected.
You may, but most partners choose to acknowledge us as a specialized ally rather than white-label our work. This strengthens your credibility by showing you have a trusted cleanup partner who protects your clients and your time.
No. Partnership is based on professional standards, not referrals. Some bookkeepers make use of our general referral program when it benefits them, but it is never required to maintain partnership status.
We perform due diligence—reviewing credentials, history, testimonials, and communication standards—before introducing any partner to a client. We look for bookkeepers who combine proven skill with a genuine commitment to serving businesses with integrity and care.
We match based on industry, size, tools, and communication style. Our goal is to introduce you only to clients who align with your practice and capacity, so relationships start on solid ground.
No. There is no cost to be listed as a partner. The only requirement is meeting our standards and completing our due diligence review.
Referrals vary based on demand and fit. Some partners receive multiple introductions in a year, others fewer. We prioritize quality of matches over volume, ensuring every referral protects your time and reputation.
No binding contract is required. However, we maintain clear expectations: professionalism, timely communication, and high-quality month-end closes are non-negotiable. We only keep partners who consistently uphold these standards.
If errors arise after our initial cleanup, you may re-engage us at your discretion. However, we do not provide ongoing support once the client relationship has been handed over to you.

Apply to Join Our Partner Network

We only connect cleanup clients to bookkeepers who meet our standards of professionalism, communication, and care. By joining, you position your practice to receive introductions to businesses whose QuickBooks files are already reconciled, organized, and audit-ready.

Complete the form below to be considered for partnership. We conduct due diligence to ensure each match protects the client’s confidence and strengthens your practice.