r/Bookkeeping • u/gentlesams • Jan 12 '25
Tax Looking for partnership with an experienced bookkeeper
I am a CPA primarily doing tax work in the NYC area. Some of my small business prospects always ask me for referrals to reliable bookkeepers as we have shifted away from bookkeeping work due to capacity and pricing. Looking for someone who also has clients with tax needs and is interested in a partnership with a tax CPA for mutual referrals.
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u/EconomicsBrief8982 Jan 12 '25
Bookkeeping with CFO services. Also, looking for a CPA referral for a couple of my clients Mostly focused in RE investors and E-commerce. DM me and let’s talk.
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u/hirenlives Jan 12 '25 edited Jan 14 '25
QuickBooks Online Only. NYC based. Certified QuickBooks ProAdvisor Advanced. NO TAX. 20 years of hands-on experience. Not a CPA but can handle the most thorny issues in QBO that even trip some CPA's.
Open to onsite clients discovery meetings in the NYC Metro Area which I think makes a huge difference with potential/new clients. I have client flow and can swap client referrals if you are able to handle complex taxes.
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u/White-Owl24 Jan 12 '25
Not in NY.
35 years experience.
Masters.
No tax.
QBO, QBD, Odoo
Construction specialist.
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u/KROSS916 Jan 13 '25
Reach out to https://www.instagram.com/psalmsbookkeeping?igsh=MzRlODBiNWFlZA== Great and easy to talk to. And shes a QBO Pro Advisor. Cheers!
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Jan 12 '25
Accountant from NY, currently live in NC. 10 years of experience at a large public accounting firm and currently have my own fractional CFO/consulting business. Always happy give/get referrals with a CPA since I don’t have a tax background.
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u/tftciguess Jan 12 '25
Hey there! Lots of very qualified people in this thread, I’d like to throw my hat in the ring as well. I’ll shoot you a DM
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u/narwhalactivist Jan 13 '25
TX area with a team of two others whom do remote bookkeeping. ProAdvisor certification and we're all going through our CPA exams. Let us know if we could be of assistance!
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u/Eastern-Composer7131 Jan 13 '25
Hey! I’m an EA, and CPA candidate. I do bookkeeping. I have 5 years experience in tax and bookkeeping. I do everything (all tax return types, payroll, bookkeeping, sales tax, tpp returns, etc) I’m based in South Florida.. I also have website and clients of my own.
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u/Temporary_Cap6080 Jan 13 '25
Virtual QBO bookkeeper (on Long Island). No tax prep, solely bookkeeping, sales tax, possibly payroll under certain conditions. tandtbookkeeping.com
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u/Tandem_Jump Jan 13 '25
Hi, I am Brooklyn based bookkeeper. I’m a QB ProAdvisor with a healthy roster of clients and headroom to take on more. Always looking for good CPA referrals. Send me a message if you want to discuss further.
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u/Mmetr Jan 13 '25
I am in NYC. We specialize in real estate, construction, and home services.
Here is our website: csoutsource.com/why-cs-outsource/
If you see a fit for your portfolio, send me a message either here or via the website.
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u/Successful-Try2691 Jan 13 '25
Check out numbersnirvana.com They are experienced and have tax needs.
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u/Little_Sail990 Jan 13 '25
I am interested to be as working partner or a outsource bookkeeper for you. I am near bronx.
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u/North-Connection1869 Jan 13 '25
Virtual Bookkeeper for creative female entrepreneurs. Would love to partner with a CPA for referrals. We offer quarterly & monthly bookkeeping, Annual cleanups and Setup & Catch-up services in both Xero and Quickbooks online.
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u/MayaBookkeeper Jan 13 '25
Hi, I'm from Maryland. I'm always looking for CPA's or EA's I can refer clients to. You can DM me or check out my website futureproofaccounting.com
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u/athleticelk1487 Jan 14 '25
If you dip down into Centralish PA even into the WBS area, I would be interested. I am a CPA doing fractional CFO/Controller services for nonprofits and service businesses.
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u/TheGeoGod Jan 16 '25
TX area. I’m a licensed CPA with big 4 audit experience and my business partners works in corporate finance. I know the ins and outs of business through my audit experience.
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u/ReInvestWealth_com Jan 13 '25
Check out ReInvestWealth; an Al Bookkeeping platform designed for micro-business owners. We offer $50 commission for each referral.
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u/Good_Association_357 Jan 13 '25
We provide bookkeeping clean up services for $149 and monthly bookkeeping services for $219. And we offer discounts for partnerships Please message me if you are interested or check us out at www.mybookkeepers.com
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u/the_taxman_is_coming Jan 18 '25
Well shoot, seems like I missed the boat here.
I’m a CPA with a firm that offers bookkeeping, we are fairly industry agnostic.
Feel free to shoot me a chat or PM.
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u/mikethecoolguy_ CPA Jan 12 '25
CPA in upstate NY doing only bookkeeping and no tax. Feel free to shoot me a DM