CPA Partnership Program
Partner with us to grow your CPA firm
We understand that good bookkeeping is the foundation for all of your engagements. Without it, your time is spent on cleaning up books, not focusing on helping clients grow and improve. We can help.
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Better Bookkeeping, Better Engagements
With reliable monthly bookkeeping, you can say goodbye to year-end surprises and focus on your client engagements.
With a solid set of books you don’t have to spend time questioning or re-doing the work so you can focus on activities that drive higher revenue per hour.
It’s no secret that clients want and need you to add value to their business and won’t pay you for bookkeeping.
When the integrity of the bookkeeping records is in question, there can be unpleasant hidden surprises for you and your client.
With monthly bookkeeping, your clients can start the year-end process stress-free, and easily find the documents you need using our cloud storage tools.
Simplifying your work with reliable numbers
Tax planning
Rest assured your clients’ books will be kept up to date throughout the year so you can understand and make decisions about shareholder loan balances, opportunities for tax minimization, and year-end dividend planning.
SR&ED & tax incentives
Many companies leave money on the table because of poor expense tracking. Our proactive approach builds a chart of accounts that captures the right information along with processes that ensure expenses are accurately coded to help your clients maximize potential benefits.
Year-end assurance engagements
We will make the year-end audit or review process a breeze. The PBC package will be completed by the due date and we will act as the point of contact for you during fieldwork. Our team of professionals are driven by quality work and responsiveness.
Business planning
Clients are passionate about their businesses but need you to tell them if and how they can finance their next expansion. With bookkeeping that is up to date, you can have meaningful data-driven conversations with your clients about their options for expansion.
Become a partner
