The Referral Partner Your Small Business Clients Need
CPAs and tax firms need a reliable bookkeeping partner who handles the day-to-day so you can focus on tax strategy and advisory work. I specialize in contractors and trades, real estate and property management, and owners with more than one company. With nearly 10 years in public and corporate accounting, QBO ProAdvisor certification (Levels 1 & 2), and AI-powered automation, I deliver the clean, audit-ready records your firm depends on.
Not a CPA firm — I work alongside your firm for tax filing and audits.
How I Make Tax Time Easier
1. Clean, Reconciled Books from Day One
▼Your client's books arrive monthly, reconciled and organized: transactions categorized, accounts reconciled, and supporting documents organized. Fewer adjustments for avoidable errors or missing records.
2. Organized Records & Working Papers Ready
▼I provide audit schedules, reconciliation detail, aging reports, and supporting documentation—all organized and ready for your file. You spend less time chasing down source data.
3. AI-Powered Error Detection
▼My automation helps flag categorization errors, duplicate transactions, and unusual patterns, and I review them before the books reach you. Fewer surprises during tax season means fewer billable hours fixing preventable issues.
4. Seamless Handoff & CPA Coordination
▼I coordinate with your firm directly on year-end adjustments and special items. Clear communication helps your tax work start from clean numbers.
5. Client Satisfaction & Retention
▼Your clients get professional bookkeeping, clear reporting, and someone who understands their business. They stay with you longer, and you can focus on high-value tax and advisory work.
Why CPAs Work With Me
Public Accounting Background
I know GAAP and what CPAs need, so handoffs are smooth.
AI-Powered Quality
Automation flags likely errors, and I review every one. Your firm spends less time on cleanup.
Flexible Pricing
Flexible pricing for firms that refer more than one client, discussed on a call.
Proactive Communication
I keep you in the loop. No surprises. Clear handoff documentation.
Scalable Partner
From one-off cleanups to standing monthly relationships, I grow with you.
Remote-First
No geographic limits. Your clients can be anywhere — I work remotely.
Specialized Where It Counts
Job costing for contractors, property-level books for real estate, and clean multi-company closes — the clients that take the most of your team's time.
Ready to Partner?
Let's discuss how I can become a trusted part of your client service delivery.
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