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WHO THIS IS FOR (AND WHO IT ISN’T)
Who We Work With
Who We Are Not a Fit For
Who We Are Not a Fit For
We work with CPA firms and tax professionals who:
- Want to offload bookkeeping and cleanup work
- Want referred clients returned clean and organized
- Value scope control, documentation, and professional boundaries
- Prefer predictable outcomes over ad-hoc support
Who We Are Not a Fit For
Who We Are Not a Fit For
Who We Are Not a Fit For
We are not a fit for:
- Tax preparation or tax advisory replacement
- Firms seeking white-label advisory services
- High-volume or unmanaged referral pipelines
- Clients who resist structure, process, or pricing discipline
HOW OUR MODEL PROTECTS CPA FIRMS
Designed to Reduce Risk — Not Create It
- Manager-Led Delivery
Every client is owned by a delivery manager—not the founder and not an unsupervised bookkeeper.
- Strict Client Acceptance
We independently qualify all referred clients and decline poor fits.
- Capacity Limits Enforced
We intentionally cap client volume to protect quality and responsiveness.
- Engagement Gating
No work begins without a signed agreement and payment in place.
- Monthly Quality Review
Work is reviewed against standardized checklists before delivery.
- Clear Escalation Paths
Issues are documented, resolved, and escalated without burdening the CPA.
WHAT HAPPENS WHEN YOU REFER A CLIENT
Simple. Predictable. Controlled.
- Referral Introduction
You introduce the client via email or referral form.
- Independent Qualification
We assess fit, scope, and readiness without involving you.
- Direct Engagement
We contract directly with the client—no admin burden on your firm.
- Bookkeeping or Cleanup Delivery
Scope is limited to bookkeeping and reporting only.
- Clean Handoff Back to CPA
Client returns organized, reconciled, and review-ready.
- Ongoing Communication (Optional)
Updates provided based on your preferred cadence.
WHAT WE WILL AND WILL NOT DO
What We Will Do
What We Will Not Do
What We Will Not Do
- Provide cleanup and ongoing bookkeeping
- Enforce scope boundaries and pricing
- Maintain professional documentation
- Protect CPA relationships and reputation
What We Will Not Do
What We Will Not Do
What We Will Not Do
- Provide tax advice or tax preparation
- Undermine CPA pricing or positioning
- Accept clients that violate acceptance standards
- Bypass or interfere with CPA relationships
CAPACITY & AVAILABILITY
Intentional Limits — By Design
We open CPA referral capacity in small, controlled batches.
This allows us to:
- Maintain quality
- Respond quickly
- Protect existing relationships
- Ensure every referral receives proper attention
If capacity is closed, we will say so clearly.
