For Lawyers. A CPA for Your Incorporation Clients

Reviewed by EverStone CPA · August 2026

Quick answer: Corporate and business lawyers send us the clients they incorporate — who leave your office with a minute book and no idea a first-90-days clock is running. We handle the accounting side from day one, and when our clients need share restructuring, agreements or a sale, that work is referred to lawyers, not improvised by accountants. No fee-splitting either way.

The gap between your office and their first filing

A freshly incorporated client leaves with articles and good intentions. What follows — CRA program accounts, the year-end election, payroll registration before the first paycheque, GST registration before it is mandatory in hindsight — is nobody’s file. Twelve months later it is an expensive mess you get blamed for not mentioning. A standing referral closes that gap with one sentence: “here is who our incorporation clients talk to about the tax side.”

What your clients get

A free consultation that maps their first-year obligations — the setup checklist made specific to them.
Published fixed fees, so recommending us never embarrasses you on price.
A CPA who stays reachable in-year — the standard we publish and invite them to hold us to.

What flows back

Accounting clients generate legal work constantly: share reorganizations, shareholder agreements the tax guide tells them to get, purchases and sales, estate freezes. We do not draft; we refer — to lawyers whose incorporation clients we already look after. Reciprocity without a fee attached is the whole model.

Common questions

Do you give legal advice or draft documents?+

No — the boundary runs both directions. We flag when a client needs a lawyer, send them, and stay in our lane on the tax consequences. Lawyers who work with us report the referral flows back more than it flows out.

Is there a referral fee arrangement?+

No. Professional rules on both sides discourage it and the recommendation is worth more unclouded. The compensation is reciprocal flow and clients who stop calling you about CRA letters.

Can you take a client who incorporated months ago and did nothing since?+

Yes — that is routine, not a rescue. Registrations get fixed, the first year-end gets planned, and catch-up bookkeeping exists for whatever accumulated.

How should we send someone?+

Forward them the booking link with one sentence, or email an introduction — whichever your practice prefers. Mention the referring firm and the intro call is shaped around what you already set up.

Give your incorporation clients a next step

One intro call. Your client leaves with their first-year map, and you leave with one fewer follow-up you were never being paid for.

Book an intro call info@everstonecpa.com