Your Client’s Books Need Cleanup. You Need a Trusted Resource.
Refer clients with messy, inaccurate, or incomplete QuickBooks records to Iris Carter-Collins. I’ll assess what needs attention, discuss the scope and pricing before work begins, and keep you informed while respecting your client relationship.
“Refer a Client — It Takes 2 Minutes”
Complete the referral form below and briefly describe the QuickBooks problem your client needs help with. I’ll contact them within 48 hours to discuss their needs and explain the next steps. Please let your client know you’re making the introduction and confirm they’re comfortable being contacted.
Please give your client a heads-up that Iris will be reaching out — a quick “I’m referring you to someone who can help you understand your QuickBooks” is all it takes.
- Within 48 hours — I contact your client directly
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Initial conversation: I contact your client to discuss their QuickBooks concerns.
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Clear scope: Any recommended diagnostic review or cleanup has its scope and pricing explained before work begins.
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You stay informed: With your client’s permission, I keep you updated on the agreed work.
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Your relationship matters: My work supports your role as their CPA.
CPA or Pro Business Services Referral Form
Why CPAs Refer Clients to Iris
I Respect Your Client Relationship
You remain the client’s CPA. My role is to address the agreed QuickBooks issues and support the work you do together.
I Explain What Needs Attention
I help clients understand their bookkeeping problems, the recommended corrections, and the scope and pricing before work begins.
I Work Within an Agreed Scope
Diagnostic reviews and cleanup projects have a defined scope. Any additional work is discussed and approved before proceeding.
I Respect Your Client Relationship
You remain the client’s CPA. My role is to address the agreed QuickBooks issues and support the work you do together.
I Explain What Needs Attention
I help clients understand their bookkeeping problems, the recommended corrections, and the scope and pricing before work begins.
I Work Within an Agreed Scope
Diagnostic reviews and cleanup projects have a defined scope. Any additional work is discussed and approved before proceeding.
“The numbers stopped feeling off. Within a month, everything was organized, accurate, and decision-ready.”
“What felt confusing finally became clear. Within a month, the numbers actually reflected what was happening in the business.”