CLW · SOLUTIONS FOR CPAS
REFERRAL PARTNER · BOOKKEEPING ONLY
For CPAs & Tax Professionals

A bookkeeper you can refer your clients to with confidence.

I keep the books clean and tax-ready, and I leave the tax work to you. When one of your clients needs reliable monthly bookkeeping, you can send them my way knowing the data you receive at tax time is reconciled, fully documented, and built to a standard you can rely on.

01 How I fit alongside your practice
Bookkeeping only · never tax

I handle the books.
You handle the tax.

Most of my work begins where a tax-only practice would rather not spend its time: the monthly transaction-level upkeep that has to be right before anyone can file. I keep that work clean and current all year, so the file lands on your desk reconciled and ready. I stay in the books and you stay in the tax code. The client is better served because neither of us is stretched into work that isn't ours.

01

Clean books, faster prep

I handle the monthly bookkeeping so your clients reach tax time with reconciled, categorized books instead of a shoebox. Prep moves faster, you field fewer questions, and the client's bill reflects the time saved. You get a file you can work from on day one, not one you have to fix first.

02

Complement, never compete

I do not prepare taxes and I never will. When a bookkeeping client needs tax work, I refer them to a CPA. The relationship runs both ways, and the line between us stays clear. Send me a client and the tax engagement remains entirely yours.

03

Done to a standard you can rely on

The books you receive are built to be trusted. Every reconciliation is documented and I keep the file audit-ready, so when you open it you find support, not surprises.

Intuit QuickBooks Online Level 2 Certified ProAdvisor
Certified QuickBooks ProAdvisor Former Director of Finance. I bring senior-level rigor to small-business books.
04

Segregation of duties stays intact

I record and reconcile. I do not move money and I do not approve payments. That separation is a control point most CPAs appreciate, because it keeps a clean line between the person keeping the books and the person authorizing the cash, and it holds up under scrutiny.

02 Let's build a referral relationship
Response within one business day

Let's see if
we're a fit.

If you'd like a reliable bookkeeper to refer clients to, let's talk. A short call shows us both how we'd work together and where I can take work off your plate. No pitch, no pressure, just two professionals comparing notes.