Become A Partner CPA's, EA's, Bookkeepers
Under One Roof Business Tax & Accounting Solutions
Partner with Us
At Prospective Bookkeeping & Taxes, we believe in collaboration, not competition. Our clients often need additional services beyond our scope, and that’s where you come in. By partnering with us, you can grow your business with qualified referrals, without paying high commissions or percentages.
How Our Partnership Works
-
Simple Referral Flow – When we receive a new client inquiry that matches your services, we send an email with:
-
Client name and contact info
-
Services requested
-
Client budget
-
-
You Decide – You review the referral and confirm if you want to accept.
-
No Competition – We don’t “take” clients. We only consult, listen, and then refer. Once referred, the client is 100% yours to serve and build a relationship with or outsource your skills.
-
Outsourced relations - we outsource your services an maintain as point of contact for the client.
How We Market for You
-
Social Media Campaigns highlighting our partnership network
-
Client Referrals from businesses we already service in bookkeeping, taxes, and payroll
-
Pipeline Distribution - matching inquiries directly to preferred partners
What We Offer Partners
Access to referrals from our existing client pipeline
-
Promotion through our social media channels
-
Network opportunities with other preferred providers
-
A growing stream of new business without paying commissions
-
How We Market for You
-
Social Media Campaigns highlighting our partner network
-
Client Referrals from businesses we already serve in bookkeeping, payroll, and consulting
-
Pipeline Distribution – matching inquiries directly to preferred partners
Membership Costs
We keep things affordable so you can focus on serving your clients:
-
One-time setup fee: $250
-
Monthly membership:
-
CPAs & EAs: $9.99
-
Independent Bookkeepers: $4.99
-
That’s it — no revenue share, no client split. Every client you accept becomes fully yours.
📌All memberships are month-to-month with no long-term contracts. Cancel anytime with 30 days’ notice.
📌 We do not take percentages of client fees. Every referral you accept is 100% yours to service and build a relationship with.
For CPA's & Enrolled Agents
-
Inclusion in our preferred CPA/EA directory
-
Receive client referrals by email with name, requested service, and budget
-
Retain 100% of revenue from referred clients
-
No revenue sharing or commissions
-
Ability to list multiple specialties (e.g., business taxes, IRS representation, audit support)
Partner Membership – $9.99/month + $50 setup fee
For Certified Bookkeepers
-
Listed as a preferred bookkeeper partner
-
Receive basic client referrals by email with name, requested service, and budget
-
Keep 100% of the client relationship and revenue
-
Access to small business owners seeking ongoing monthly bookkeeping
-
Enhanced exposure through social media mentions and client resource guides
Starter Partner – $4.99/month + $50 setup fee