Referral Partnerships for CPAs, Attorneys, Insurance Brokers &
Trusted Advisors
Your Clients Deserve Clean Books. You Deserve a Partner You Can Count On.
The professionals who advise small business owners often see the same problem: books that are behind, messy, or not ready when it matters. CH Bookkeeping USA partners with trusted advisors like you to solve it, so your clients get dependable bookkeeping and you get a reliable resource to refer them to.
Your Numbers, Our Priority.
Who We Partner With
CPAs and tax professionals: We clean up and maintain QuickBooks so your clients arrive with accurate, tax-ready financials and you spend less time chasing records.
Attorneys and legal professionals: We provide organized financial records for business formations, disputes, contracts, and due diligence.
Insurance brokers and agents: Accurate books help your clients report revenue, payroll, and exposure correctly.
Financial advisors, lenders, and consultants: Clean financials support better planning, funding applications, and decisions.
What We Offer Your Clients
- Bookkeeping and monthly reconciliations
- QuickBooks setup, cleanup, and ongoing support
- Payroll support
- Tax-ready financial reports
- Remote service for businesses nationwide
As an Intuit Certified ProAdvisor, we work directly in QuickBooks and can coordinate with you as needed.
How the Partnership Works
- Connect. Reach out for a brief introduction call.
- Refer. Send us clients who need bookkeeping or QuickBooks help.
- We take it from here. We hold a discovery call with your client and review their books before recommending a plan.
- Stay informed. We keep you updated, with your client’s permission, so you always have the financials you need.
Why Partner With CH Bookkeeping USA
- Professional and reliable: Your clients are treated as you would treat them.
- Clear communication: No surprises for you or your client.
- Confidentiality: Client information is handled with care and shared only with permission.
- Two dedicated bookkeepers: Responsive, personal service.
- Mutual referrals: We’re glad to send clients your way when they need your services.
Let’s Work Together
Ready to refer a client or learn more? Book a free introductory call.
📞 1 (323) 481-6029
✉️ office@chbookkeepingusa.com
[Button: Become a Referral Partner] (link to your contact page or form)