Outsource Books. Keep Tax Prep.
Give your clients professional bookkeeping without adding headcount. Retain the tax prep relationship, monitor all client books from one portal, and earn recurring commission on every referral.
What You Get
Multi-Client Portal
Read-only access to every client's P&L, Balance Sheet, Cash Flow
Spending Intelligence
Monitor categories, income, recurring payments across all clients
Recurring Commission
Earn on every active client subscription — no caps, no clawbacks
Free Tools for Clients
S-Corp calculator, bank statement converter, 1099 generator & more
Why CPAs Partner With Us
Your clients need bookkeeping. You need to focus on tax prep and advisory. We bridge the gap.
You Stay in Control
Read-only portal access to every client's financials. Monitor books without managing them.
Save 10+ Hours/Week
No more chasing receipts, categorizing transactions, or reconciling accounts.
Clean Books at Tax Time
Receive organized, reconciled financials ready for tax prep. No year-end scrambles.
Automated Bank Feeds
Clients connect via Plaid. Transaction data flows automatically — no manual entry.
One-Click Client Invites
Add clients from your dashboard. They get a branded email from your firm.
Recurring Revenue Stream
Earn commission on every active client subscription. Paid monthly, tracked in your dashboard.
Get Started in 3 Steps
No contracts, no setup fees. Create your partner account and start referring clients in minutes.
Create Your Partner Account
Sign up free in under 2 minutes. We'll generate your unique referral code and set up your partner dashboard.
Invite Your Clients
Add clients by email or share your referral link. They receive a branded invitation from your firm.
Monitor & Earn
Track all client books from your multi-client portal. Commission accrues automatically each billing cycle.
Earn Recurring Revenue From Your Referrals
Every client you refer earns you recurring commission for as long as they remain active. No caps. No clawbacks. Commission details and rates are available in your partner dashboard once you join — it takes less than 2 minutes to sign up and see the full breakdown.
Recurring
Monthly payouts
No Caps
Unlimited earnings
No Clawbacks
Keep what you earn
Transparent
Track in dashboard
Frequently Asked Questions
How much does it cost to join the CPA Partner Program?
Nothing. The CPA Partner Program is completely free to join. There are no signup fees, monthly fees, or hidden costs.
Do I lose my tax prep relationship with clients?
Absolutely not. BookKeeping.business handles only bookkeeping — categorizing transactions, reconciling accounts, and producing financial reports. You retain full ownership of the tax preparation relationship and receive clean, organized books to work from during tax season.
What visibility do I have into my clients' books?
Your partner dashboard includes a multi-client portal with read-only access to each client's financial reports (P&L, Balance Sheet, Cash Flow), spending intelligence, and document vault. You can monitor all your clients from one place without logging into separate accounts.
How do my clients sign up?
You can invite clients directly from your partner dashboard by entering their email, or share your unique referral link. Clients receive a branded email from your firm explaining the service, then create their account and connect their bank via Plaid.
Is there a limit to how many clients I can refer?
There is no limit on total referrals. You can have up to 50 pending invites at any time, but once they sign up, the slot opens for new invites. There's no cap on active referred clients.
What bookkeeping plans are available for my clients?
Clients can choose from Essentials, Growth, or Enterprise plans depending on their transaction volume and complexity. All plans include full-service bookkeeping, QBO integration, and financial reporting.
How does the commission work?
You earn recurring commission on each referred client's active subscription. Commission details, rates, and payout information are available in your partner dashboard after you sign up. There are no caps or clawbacks.
Ready to grow your firm?
Join the partner program today. Free to join, no minimums, cancel anytime. Your clients get professional bookkeeping — you get clean books and recurring revenue.
Related Pages
How It Works for CPAs
Simple 3-step process to start referring clients and earning commissions.
Learn moreWhy Partner With Us
Scale your firm without hiring — we handle the bookkeeping, you keep the relationship.
Learn moreFree Tools
S-Corp calculator, quarterly tax estimator, bank statement converter, and more.
Learn more