Referral Partner
Bookkeeping, Books Diagnostic & Cleanup Referrals
Partner With a QuickBooks Pro Advisor/Accountant You Can Trust
As a business consultant, your clients rely on you for strategy and growth. But when their financial records are a mess, progress slows down.
That’s where I come in.
I specialize in QuickBooks bookkeeping cleanups—bringing financial clarity and accuracy to clients whose books have fallen behind, become miscategorized, or no longer match their bank accounts.
With over a decade of accounting experience, I help your clients:
- Identify and correct inaccurate transactions
- Reconcile every account back to the penny
- Produce clean, credible financial reports that are funding-ready
- Restore confidence in their business numbers
You’ll stay focused on your area of expertise—while I handle the financial cleanup that gets your clients back on track.
Why Consultants Love Referring Their Clients to Me
✅ Professional Partner – I treat your clients with the same care and communication you do.
✅ Fast, Accurate Turnaround – I specialize in multi-month or multi-year cleanups, often completed in weeks.
✅ Referral Rewards – Receive a $125 credit or referral bonus for every client who completes a cleanup or Books Diagnostic Review™.
How It Works
- Submit Your Client Below – Share a few quick details using the form.
- I’ll Schedule a Discovery Call – I’ll reach out to your client within 1–2 business days.
- You Stay In the Loop – I’ll confirm once I’ve connected with your referral and update you after the initial review.
