For Bookkeepers. A CPA Who Sends Work Back

The arrangement, stated plainly

• Your client stays your client. We take the corporate filings a bookkeeper cannot sign — T2s, year-end statements, compilation engagements — and we do not poach the books. That is in writing in the engagement letter.
• The referral flows both ways. Tax-only clients regularly need monthly bookkeeping we do not want to do in-house forever. Verified local bookkeepers are where they get sent.
• No money changes hands for referrals. No commissions, no splits, no “partnership fees”. You refer because the work comes back done well and your client thanks you for it.

What working with us looks like for your files

You keep your software and your process. At year-end we take a backup or accountant access, return adjusting entries in a form you can actually post, and answer the questions in-year — a client’s PIER report or GST review does not have to become your unpaid problem. The goal is that your year-end handoff takes an afternoon, not a week of chasing.

Who this fits

Solo bookkeepers and small firms in the Fraser Valley and beyond — the work is fully remote — whose clients are incorporated owner-managers. If your book of clients is mostly sole proprietors, we are less useful to you; that honesty cuts both ways and is rather the point.