Refer me the tangles — payment-platform clearing accounts, deposits that never match, years of rolled-forward balances. I fix the books and send clean files back. You keep the client, and all tax work flows one way: to you.
Email me about a client See the Square specialtyEvery 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.
One line is plenty. I take it from there.
I talk with the client about their setup and tell them what I'd expect to find in their books.
If it's a fit, I quote a one-time books review ($275–$800 by business size) and they decide. No pressure, no surprises.
Reconciled, documented files you can actually file from — and you're cc'd on the wrap-up.
I do not prepare returns. All tax work from my clients is referred to partner firms like yours.
Four-section reconciliation workbook, every variance tied out, continuity checked month over month.
Your Square clients arrive at tax time already reconciled — not as a cleanup project with a deadline.
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.
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.
You introduce, I handle the engagement directly, you get the clean files and the tax work. Costs your firm nothing.
You keep the client relationship entirely; I work the Square/QuickBooks layer behind the scenes. Quoted per engagement.
I carry the monthly Square tie-out for clients you keep on your own books. Quoted per 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.
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.
Yes — white-label arrangements are available for firms that want the Square layer handled quietly. Quoted per engagement.
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