FAQ
Questions CPA firms ask before they start
Will my clients know you exist?
Only if you want them to. In the white-label model, I work under your firm's brand and your clients only see your firm. You bill them and pay me a wholesale rate.
In the referral model, the client works with me directly for bookkeeping and I bill them. Your firm keeps all tax and advisory work.
How do you get access?
You add me once as a team member in your QuickBooks Online Accountant account, then turn on access only for the clients you assign. No shared logins, and nothing changes in the client's QuickBooks file. You can remove access anytime.
What if a client's books are a mess?
That's common. I start with a free review of the books, then quote a year-end cleanup or catch-up to get them tax-ready. Cleanup is $200 per month of books with a $650 minimum, plus 25% for rush work before January filing season. After cleanup, the client can move to monthly bookkeeping.
What happens if we stop working together?
You remove my access in QuickBooks Online Accountant. I hand over any open questions and notes so nothing is lost. The confidentiality and non-solicitation agreement stays in effect under its terms, so your clients stay yours.
Do you offer tax services?
No, never. I'm a bookkeeper, not a CPA. I don't prepare returns or give tax advice, and I don't provide audit or attest services. I never offer tax or advisory services to your clients.
What's in the monthly close package?
Bank and credit card reconciliations, the P&L and balance sheet, a list of open questions, and notes on anything unusual. It arrives by the 10th of the following month, ready for your review.
How much does it cost?
White-label starts at $400 a month for a simple client and $600 a month for a complex one. Referral clients start at $600 a month, billed to them directly. Final quotes come after a free review of each client's books. See full pricing.
How does the 60-day trial work?
Most partnerships start with one or two clients for 60 days. Book a free call, sign the partner agreement, add me to your QBOA team and assign the trial clients. Your first close package arrives by the 10th of the following month.
How do you keep client data secure?
Two-factor authentication on every system, encrypted devices, and encrypted file sharing instead of email attachments. I sign a confidentiality and non-solicitation agreement before any client access, and my written information security plan is available on request. Read more about security.