719-359-5019
Bookkeeping Support for Your Clients
Without Adding Work to Your Desk
If you’re a CPA whose clients regularly ask for bookkeeping help, this page exists to solve that problem — quietly and professionally.
We provide bookkeeping services that keep client financials clean, current, and CPA-Ready, so tax preparation stays efficient and predictable.
What We Do
We handle ongoing bookkeeping for small businesses, including:
Monthly transaction categorization
Bank and credit card reconciliations
Clean P&L and Balance Sheet reporting
Catch-up and cleanup work when needed
What We Don't Do
Tax Preparation
Tax Planning
Advisory Services
CFO Services
We do not compete with CPAs, solicit their clients, or position ourselves as an alternative to accounting firms.
Why CPAs Refer Clients to Us
Unmanaged bookkeeping problems always surface at tax time.
We prevent that by handling bookkeeping consistently throughout the year, so clients arrive at tax prep with organized financials instead of questions and corrections.
CPAs refer clients to us because it results in:
Fewer cleanup projects
Cleaner year-end files
Faster tax preparation
Less client confusion
Reduced non-billable time
How Referrals Work
Referrals are informal and discretionary.
When a client asks about bookkeeping — or clearly needs support — you can refer them to us as a bookkeeping resource. We handle onboarding, communication, and execution.
There are no agreements, quotas, or expectations.
Our Operating Standards
• Monthly reconciliations
• Consistent categorization practices
• Standard financial statements
• Clear documentation of decisions
• Concise communication
• Defined client expectations
If a client does not meet minimum bookkeeping standards, we do not force the relationship.
Clients We Are Best Suited For
Contractors and Trades
Service-Based Businesses
Seasonal or Rural Operations
Clients Who Struggle With Consistency
CPA Communication
When clarification is needed, we communicate directly and efficiently.
No unnecessary emails. No noise. No tax-related questions.
Our Role
Our role is simple:
Keep the books clean so you can do your job efficiently.
Nothing more. Nothing less.
IF YOU WOULD LIKE TO KEEP US AS A RESOURCE
If it’s helpful, you’re welcome to keep this page bookmarked or refer clients as needed.
There’s no obligation and no follow-up unless requested.
Contact:
Business Office Network
[email protected]
719-359-5019