Referral Partners
A cleanup partner for CPA firms, brokers and M&A advisors
We take on the books other firms don't have time to fix, and return them clean.
Discuss a ReferralFor CPA and accounting firms
Send us the clients whose books are months behind or too messy to take on. We clean them up at a flat fee and return them to you with reconciled, tax-ready books. You keep the client relationship and the tax work. We do not offer tax preparation to clients you refer.
For business brokers and M&A advisors
We prepare sellers' books for a buyer's due diligence: reconciled accounts, clean financial statements and a schedule of owner add-backs, so the numbers hold up and the deal keeps moving. Most cleanups are completed in 2–4 weeks.
Why firms refer to us
- Providing accounting, tax and consulting services since 2004
- Principal trained at Arthur Andersen; CPA (Retired), Fellow of ICAN, QuickBooks ProAdvisor
- Flat fees agreed before work starts
- Work done remotely in the client's QuickBooks file
- A written summary of every adjustment, so you can see exactly what changed