Home / For CPA firms
For CPA and tax firms
Keep the tax work. Hand us the books.
Monthly bookkeeping for small contractors is low-fee, high-touch work. We take it off your plate, and your clients' books arrive CPA-ready before January 31.
Three ways to work together
Pick what fits your firm
Referral
You refer the client. We sign and bill them directly. You earn 10% of their monthly fee for 12 months, disclosed to the client in writing.
White-label
You keep the client relationship and set your own price. We bill you at wholesale and stay in the background.
Reciprocal
No fees either way. We send you our clients who need tax returns, planning or advisory work, which we don't do.
Why firms use us
What your clients' books look like
- Closed by the 10th, every month, or the client doesn't pay
- Bank and card accounts reconciled, owner draws recorded
- 1099s e-filed, W-9s on file
- Texas sales tax and franchise reports filed
- Year-end package: P&L, balance sheet, 1099 list, notes
- Works in QuickBooks Online or Xero; you get accountant access
We stay in our lane
No overlap with your work
SolBook is a bookkeeping service. We don't prepare income tax returns, give tax advice, or provide attest services. Tax questions from your clients come back to you.
Request a free assessment for 3 clientsKeep reading
Questions
Straight answers
How does the referral fee work?
10% of the client's monthly SolBook fee for 12 months, paid monthly, and disclosed to the client in writing.
Will you compete with us for tax work?
No. We don't prepare income tax returns or give tax advice, and we send our own clients to partner firms for that work.
What's the free assessment?
Send us 3 clients whose books cause you pain. We review their files and tell you what it would take to get them current, at no cost.
Ready to get your evenings back?
Two minutes, eight taps, and you'll know exactly where your books stand, plus which plan fits.