You know exactly which clients I mean.
Every tax season they arrive: the café, the salon, the retail shop — running on Square or another payment platform, with books that "balance" but don't tie out. The clearing accounts have never been reconciled, the deposits don't match the sales, and now it's your problem on a deadline. I clean those up before they hit your desk — and I don't prepare returns, so there's nothing to compete over.
Four steps, you're cc'd the whole way
You introduce me by email
One line is plenty. I take it from there.
Free 15-minute assessment
I talk with the client about their setup and tell them what I'd expect to find in their books.
They get a real quote
If it's a fit, I quote a one-time books review ($275–$800 by business size) and they decide. No pressure, no surprises.
You get the clean handoff
Reconciled, documented files you can actually file from — and you're cc'd on the wrap-up.
Why firms send me their messes
A one-way street on tax
I do not prepare returns. All tax work from my clients is referred to partner firms like yours.
Files you can file from
Four-section reconciliation workbook, every variance tied out, continuity checked month over month.
Fewer season-crunch surprises
Your Square clients arrive at tax time already reconciled — not as a cleanup project with a deadline.
Monthly proof, not promises
Every client gets a monthly Scorecard showing the books reconciled — so the file you inherit in March looks like the file you saw in June.
What your client sees every month
One page. Plain English. Tied out.
Square sales, bank deposits, cash, card clearing, in-transit amounts, gift-card liability — proven against each other every month, with exceptions explained in language the owner actually reads.
For you, it means the books stay clean between tax seasons instead of decaying until the next emergency.
Referral, white-label, or overflow
Straight referral
You introduce, I handle the engagement directly, you get the clean files and the tax work. Costs your firm nothing.
White-label cleanup
You keep the client relationship entirely; I work the Square/QuickBooks layer behind the scenes. Quoted per engagement.
Monthly reconciliation support
I carry the monthly Square tie-out for clients you keep on your own books. Quoted per client.
FAQ
Will you try to take the client?
No — and the incentives line up so I'd be working against myself if I did. Bookkeeping referrals flow to me; tax work flows to you; both of us look good to the client. That's the whole model.
What does my client pay?
The same published pricing as everyone: a one-time books review at $275–$800 by business size (credited in full if they go monthly), monthly bookkeeping at $225–$900, cleanup by fixed quote approved before work starts.
Can we keep your name off it?
Yes — white-label arrangements are available for firms that want the Square layer handled quietly. Quoted per engagement.
Got a Square file you'd rather not untangle?
Send one line about the client — platform, rough size, what's wrong. I'll tell you honestly whether I can help and what it would take.
Email me about a client