A better bookkeeping solution for your small business clients.
We do your clients’ books. You get a competitive edge for your practice. Partner with us to optimize your tax services, strengthen advisory relationships, and grow your bottom line.
Give clients a fresh take on bookkeeping
Partner with us and your account manager will connect your clients to a totally new bookkeeping experience: a professional team of real humans, intuitive financial statements, and a simple interface that they’ll actually enjoy.
Grow your bottom line—and your practice
We give you much more than accurate client financials. For every client you refer to us, you get revenue share and reseller options. Become a top referring partner, and we’ll send pitch-perfect clients your way.
Work with an always-ready team
Clients behind on their bookkeeping? Months or years behind, we have you—and your clients—covered. With a handful of bookkeepers in-house, we’ve seen it all, and we’re ready for anything.
How we partner with you
1. Introduce your small business clients
Your dedicated account manager will set your clients up with a risk-free trial—no credit cards or commitments required.
2. Collaborate, on your terms
Keep bookkeeping at arm’s-length, check in occasionally, or provide input on your clients’ behalf. How we fit in with your client relationships is up to you.
3. Access client financial data
Our shared access drives connects you to all reconciled, tax-compliant client data. Download monthly reports, track performance, or file in a snap with your Year End Financial Package
What's in it for me?
There are numerous benefits to becoming a Partner. Not only will you be utilizing our best-in-class bookkeeping solutions to improve your own processes – you’ll be extending that value to your clients, as well.
Becoming a Partner also opens up channels to grow your business, generate additional revenue, and take part in contest and other incentives exclusive to this partnership program.
Partner rewards for your accounting practice
Rewards and Incentives
Contests, giveaways, and prizes will be available to Partners, based on participation in this partnership program and clientage.
Create a pricing structure that works for your individual clients.