How We Support CPAs & Tax Pros

Messy client files drain time and margin.

We step in before busy season breaks your calendar—delivering clean, reconciled, audit-ready QuickBooks so you spend less time on detective work and more time on tax strategy.

Audit-ready handoffs Reconciled & aligned Fewer surprises
Apply to Partner →

Why CPAs Work With Us

We don’t replace your work—we protect it.

The Difference in Your Practice

Cleanup isn’t cosmetic—it’s structural.
We remove the drag from messy QuickBooks files so busy season protects your margin instead of burning it.

Before

  • Hours lost deciphering client transactions and mismatched balances.
  • Scope creep and write-offs from “quick fixes” that snowball.
  • Back-and-forth with clients for documents they don’t understand.
  • Uncertain starting point: reconciliations, rules, and COA all suspect.
  • Late nights during tax season to salvage messy files.

After

  • Audit-ready QuickBooks: Reconciled accounts and organized reports.
  • Clear scope of work: Fixed cleanup project, no hidden hours.
  • Client hand-holding handled: They arrive organized and aligned.
  • Reliable structure: Bank rules updated, chart of accounts streamlined.
  • Capacity back: Faster turnarounds without adding staff.

We deliver a clean, reconciled file — so you can focus on tax strategy, not detective work.

How It Works for CPAs

  1. Register once. Join our CPA partnership program at the bottom of this page. Qualified partners not only unlock referral payouts—they also get added to our list for clean, audit-ready client handoffs. Register Now →
  2. Send the file. Have your client schedule a free diagnostic review—secure and simple. (We’ll even provide a ready-to-send email template for you.)
  3. Deliver clean books. We handle the cleanup and hand back a reconciled, audit-ready file—so you can focus on profitable tax strategy.

FAQs for CPAs

No. We don’t touch tax prep or advisory—we only clean QuickBooks files. Our role is to protect your work, not replace it.
When you send us a client who books a cleanup, you receive a fixed cash payout. Simple, transparent, and always paid after project start.
That’s fine. We’ll complete the cleanup and return a reconciled file. You’ll know exactly what changed when you prepare their taxes.
Every account is reconciled, balances verified, and reports tested against reality. We hand back an audit-ready file you can rely on without rework.
Our cleanups are fixed-scope and fixed-quote. If additional issues surface, we discuss them with you and the client before proceeding—no surprise hours.
No. Our focus is on cleanups and foundations. Once the books are clean, they remain with you or your chosen bookkeeper for ongoing work.
We fix as far back as necessary for accuracy and tax alignment. The exact scope is agreed during the diagnostic review.
Yes. We use secure access, back up before changes, and document material adjustments. You and your client retain full ownership of the data.
Depends on file size and complexity. Some finish in days, others in weeks. After the diagnostic, you’ll receive a clear timeline.
You could—but it eats hours you can’t bill at your full rate. We specialize in cleanup so you can focus on higher-value tax strategy and advisory.

Become a trusted partner for clean, audit-ready books.

Your best work deserves a solid starting point. By joining our partnership network, you make it possible for us to connect you with clients whose QuickBooks files have been fully reconciled and prepared for tax or advisory work—only when the fit is right.

Register below to be considered for future client referrals and to receive files that meet CPA-level standards every season.