Partnering Firms and Referral Programs
Due to an increase in the number of outside referrals from other accounting firms we have put together a firm partnering and referral program. We have two formats for our program, completely out-sourced and in-house. Highlights of our firm partner and referral program include a non-compete agreement, referral fee for the life of the client (when services are completely outsourced), and streamlined communication with your firm. We offer the following back office services for other accounting firms:
Payroll Processing (Including the ability to prepare and file 943s)
Tax Preparation and Planning
Sales Tax Calculation Filing (Including navigating the new sales tax regulations for online sellers)
For additional information on our Firm Partner and Referral Programs please email Whitney at or Book a Consultation.