CPA Partner Program

Stop Doing Bookkeeping. Start Overseeing It.

Outsource your clients' bookkeeping to us. Retain the tax prep relationship. Monitor everything from one portal. Earn recurring revenue.

The bookkeeping problem every CPA faces

You know these challenges. They drain your time, your budget, and your focus.

Hiring bookkeepers is expensive

Salary, benefits, training, software licenses — a single bookkeeper costs $50K–$70K/year before overhead.

Training takes months

Every new hire needs 3–6 months to learn your systems, your clients, and your standards.

Turnover is constant

Bookkeeping staff leave for better pay, remote work, or career changes. Then you start over.

Software subscriptions add up

QBO, payroll, receipt tools, bank feeds — each client needs $50–$100/month in software alone.

Clients expect more services

Your clients want bookkeeping, but you don't have the bandwidth. They go elsewhere — and sometimes take tax prep with them.

The solution: outsource to us, retain the relationship

We handle the bookkeeping. You keep the client relationship, the tax prep, and the advisory work.

We hire, train, and manage the bookkeeping staff
We provide all software (QBO, bank feeds, payroll)
We categorize transactions and reconcile accounts
We deliver monthly financial reports to your clients
You monitor everything from your multi-client portal
You receive clean books at tax time — ready to file

Benefits for your firm

Grow your practice without growing your payroll.

Extend your service offering without hiring

Offer full-service bookkeeping to every client without adding a single employee.

Clean books delivered at tax time

Reconciled P&L, Balance Sheet, and Cash Flow — ready for tax prep. No year-end scrambles.

Clients stay happy and loyal

Clients get professional bookkeeping through you. They see you as the one-stop shop.

Earn recurring revenue

Commission on every active client subscription. Monthly payouts, no caps, no clawbacks.

Trusted Nationwide

Trusted by accounting firms across the US

CPAs and accounting firms of all sizes use our partner program to extend their service offering without the overhead of managing bookkeeping staff.

Growing

Partner Firms

Hundreds

Clients Managed

< 5 min

Avg. Onboarding

99%+

Satisfaction

Before vs. After

See how partnering with us transforms your firm's bookkeeping workflow.

Before

You manage bookkeeping staff (hiring, training, turnover)
You chase clients for receipts and bank access
You reconcile accounts manually each month
You pay for QBO, payroll, and bank feed software
Year-end is a scramble to get books ready for tax prep
Clients leave because you can't offer bookkeeping

After

We handle all bookkeeping staff and training
Clients connect their bank via Plaid — automated
We reconcile and categorize every transaction
All software included — no extra subscriptions
Clean books delivered to you before tax season
You earn recurring commission on every client

Frequently Asked Questions

Will my clients know I'm earning commission from their bookkeeping?

Commission details are between you and BookKeeping.business. Clients see you as the trusted advisor who connected them with professional bookkeeping. The relationship is positioned as a service extension of your firm.

What if I already have bookkeeping staff?

Many partners transition gradually. You can start by referring overflow clients or new clients you don't have capacity for. Over time, some firms choose to transition all bookkeeping clients to free up staff for higher-value advisory and tax work.

How is this different from just referring clients to another bookkeeper?

Three key differences: (1) You retain visibility into the books via your multi-client portal, (2) you earn recurring commission for as long as the client stays active, and (3) you get clean, reconciled books delivered to you at tax time without chasing anyone.

Do I need to be a licensed CPA to join?

The program is designed for CPAs and accounting firms, but we also accept enrolled agents, tax preparers, and bookkeeping firms who want to outsource overflow work. The key requirement is that you have clients who need bookkeeping services.

What happens at tax time?

You receive clean, reconciled books for each client — P&L, Balance Sheet, and Cash Flow statements ready for tax preparation. No year-end scrambles, no chasing receipts, no reconciliation marathons. Just organized financials ready for your review.

Can I white-label the service under my firm's name?

Currently, the service operates under the BookKeeping.business brand, but client invitations are sent from your firm name. We're exploring white-label options for high-volume partners. Contact us if this is important to your firm.

Ready to stop managing bookkeeping?

Join the partner program today. Outsource the work, keep the relationship, earn recurring revenue. Free to join, no minimums.