Referral relationships
For CPAs and tax preparers in East Texas.
You have clients whose books arrive in March as a shoebox and a QuickBooks file nobody reconciled. The return takes four times as long as it should. The fee never covers the cleanup, and you cannot fix it, because monthly bookkeeping is not what your practice does. I take that work. I do not take the return.
What I commit to
- I do not prepare tax returns and I do not perform attest work.
- Every return stays with you — when a client I serve needs a preparer, they go back to the firm that referred them.
- You keep the relationship; I report to you and the client together, never around you.
- All of it goes in the engagement letter, not just said on a call.
What you get at year end
A package built for a preparer, not for a business owner.
- Adjusted trial balance, tied out.
- Reconciled balance sheet with supporting schedules for every material account.
- Bank and credit card reconciliations for all twelve months.
- Fixed asset rollforward with additions, disposals and book depreciation.
- Accrual and prepaid schedules.
- A list of the adjusting entries I booked and why.
- Loan amortization schedules tied to lender statements.
- Notes on anything I flagged but did not resolve, so nothing in the file surprises you.
The trade
Your messy-books clients come to me. My clients' returns go to you. If you would rather not send work my way, that is fine — the returns still come to you. The arrangement only works if it is worth more to you than it is to me.
Twenty minutes, not a pitch.
Tell me what you run into at year end and I will tell you whether I am useful to you.