--- title: "For Bookkeepers: A CPA Who Sends Work Back | EverStone" url: https://www.everstonecpa.com/for-bookkeepers description: "For bookkeepers: a CPA partner for the T2s and year-ends you do not file, who respects your role and keeps the bookkeeping yours. Talk to us first." type: service-or-info updated: 2026-10-08 faq_count: 5 publisher: EverStone CPA Inc., a Chartered Professional Accountant firm registered with CPA British Columbia and CPA Alberta service_area: British Columbia, Alberta, Ontario and Manitoba language: en-CA contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online --- [Home](https://www.everstonecpa.com/) [Partners](https://www.everstonecpa.com/partners) For bookkeepers Referral partners # *For Bookkeepers.* A CPA Who Sends Work Back Updated 8 October 2026 **Quick answer:** Bookkeepers refer their clients’ T2s, year-ends and compilation engagements to us; we keep the bookkeeping exactly where it is — with you, and when a tax-only client of ours needs a bookkeeper, that referral flows the other way. No fee-splitting in either direction: [CPABC](https://www.bccpa.ca/) rules and, frankly, cleaner incentives. Where a file needs a CPA for the year-end but not for the month, that is the arrangement. [An email enquiry](https://www.everstonecpa.com/book-online) sets out who does what. What this covers, at a glance. ## The arrangement, stated plainly - **Your client stays your client.** We take the corporate filings a bookkeeper cannot sign — [T2s](https://www.everstonecpa.com/tax-services), [year-end statements](https://www.everstonecpa.com/financial-statement-preparation-canada), [compilation engagements](https://www.everstonecpa.com/compilation-engagement-canada), 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 Keep your software and process. At year-end we take a backup or accountant access, return postable adjusting entries and answer in-year questions, so a client’s [PIER report](https://www.everstonecpa.com/cra-letter-pier-report) or [GST review](https://www.everstonecpa.com/cra-letter-gst-review) is not your unpaid problem. The handoff should take an afternoon, not a week. ## 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. ## What a clean file looks like at year-end The difference between a year-end that takes days and one that takes weeks is almost never the software. It is whether four things reconcile before the file is handed over. Year-end handover checklist | Item | What we look for | | Bank and credit cards | Reconciled to the statement at year-end, with no stale uncleared items carried forward | | GST/HST | The filed returns agree with the control account, and instalments are posted where they belong | | Payroll | Remittances agree with the T4 summary, a mismatch here is what produces a PIER letter | | Shareholder account | Personal items identified rather than buried, so the loan balance is a real number | None of that requires the bookkeeper to make tax decisions. It requires the file to say what actually happened, which is a different job and the one that matters. ## When to send it up rather than solve it Some things are cheap to fix early and expensive to fix late. If any of these appear, they are worth a message rather than a workaround. - **A CRA letter.** Most have a response window, and several are worse if answered imprecisely than if answered slowly. We keep [plain explanations of the common ones](https://www.everstonecpa.com/cra-letter-t1-review). - **A payroll discrepancy.** A [PIER report](https://www.everstonecpa.com/cra-letter-pier-report) means the slips and the remittances disagree; correcting the slips without understanding which side is wrong usually makes it worse. - **A growing shareholder loan.** An owner drawing without a plan builds a balance that becomes income if it is still outstanding at the wrong moment. - **A structure question.** “Should the spouse be on payroll” and “should this be a dividend” are tax decisions with rules attached, not bookkeeping preferences. ## What we do not take over We do not want your monthly work. You keep the bookkeeping, the client relationship and the recurring engagement; we do the year-end, the corporate return and the tax decisions. Our licence covers **compilation** engagements. We do not audit or review the information we are given, and we say so on the statements we produce. ## Common questions about for bookkeepers **Will you try to take over my client’s bookkeeping?** No — and it is in the engagement letter. Bookkeeping partners exist because we would rather work with good books than compete for them. A firm that poaches its referral sources has expensive, short relationships. [Ask about your case →](https://www.everstonecpa.com/quick-question) **Do you pay referral fees?** No, in either direction. CPABC rules constrain it and the incentive problem is real: a referral bought is a recommendation the client cannot trust. What you get instead is reciprocal referrals and year-ends that stop being painful. **What software do you work with?** Yours. We take backups or accountant access from the mainstream packages and return adjusting entries you can post — the workflow question is part of the first call. **How do we start?** A twenty-minute intro call, then try one year-end together. The partner one-pager and intro process are ready — email or book below, and mention you are a bookkeeper so the right conversation happens. ## Related reading [Bookkeeper vs accountant vs CPA](https://www.everstonecpa.com/bookkeeper-vs-accountant-vs-cpa) [What year one actually looks like](https://www.everstonecpa.com/how-year-one-works) [Form T1135: who has to file the Foreign Income Verification Statement](https://www.everstonecpa.com/forms/t1135) [The payroll quick card your clients will pin up](https://www.everstonecpa.com/payroll-quick-card) ## Try one year-end together One file, this year-end. If the handoff is not the easiest one you had all season, no hard feelings. [Get My Fixed Quote](https://www.everstonecpa.com/book-online)info@everstonecpa.com ★★★★★ “Personal. Professional. Responsive. Plus he saved me a bundle!” Corrin Skalbeck · Google Local Guide --- Source: https://www.everstonecpa.com/for-bookkeepers Prices: https://www.everstonecpa.com/pricing · Contact: info@everstonecpa.com · https://www.everstonecpa.com/book-online