Tax Ready Partner Program
For CPAs, Bookkeepers, and Financial Advisors
Partner with ProjectBits to offer your clients Tax Ready Bookkeeping – audit-ready financial management with policy compliance, fraud prevention, and intelligent automation.
Why Partner With Us?
Expand Your Services
Offer sophisticated bookkeeping and CFO services without building the infrastructure. We handle the implementation while you maintain the client relationship.
Referral Revenue
Earn ongoing referral fees for clients you introduce. Our transparent commission structure rewards long-term partnerships.
Better Client Outcomes
Your clients get audit-ready books, proper controls, and clean financials for tax season – making your job easier and their business stronger.
Ideal Partner Profile
Our partner program works best for:
- CPA firms who want to offer bookkeeping without the overhead
- Fractional CFOs who need reliable bookkeeping partners for clients
- Financial advisors whose clients need better financial visibility
- Business consultants who identify bookkeeping gaps in client engagements
- Bookkeepers looking for complex implementation support
How It Works
1. Identify
You identify clients who need Tax Ready Bookkeeping – businesses with 20-200 employees, growing revenue, and bookkeeping challenges.
2. Introduce
Make a warm introduction. We handle the discovery call, assessment, and proposal. You stay involved as much or as little as you prefer.
3. Collaborate
We implement Tax Ready Bookkeeping while keeping you informed. You maintain the client relationship and receive referral compensation.
Partner Benefits
- Referral fees on all client engagements
- Co-branded materials for your clients
- Priority support for partner-referred clients
- Quarterly partner updates and training
- White-label options available for larger partnerships
Become a Partner
Tell us about your practice and we will follow up to discuss partnership opportunities.
Questions About the Partner Program?
Schedule a call to learn more about how we can work together.
Direct contact: Don Lovett | 703-434-1660 | don@projectbits.com