QUID PRO QUO / CPA (Greensboro)

Bookkeeping company seeking CPA for Client Share / Referral relationship. (Project information below)

The difference between CPAs and Book keepers is not just cost… time and expertise differs as well.

Often CPAs turn down bookkeeping opportunities because of the value proposition, it’s just not the best use of their time; most CPAs focus on higher revenue generating work…but WHY LEAVE MONEY ON THE TABLE? Our Bookkeepers and EAs manage, client daily financial transactions, reconcile accounts, produce reports and prepare tax returns. We are growing, becoming a full service provider and would like to add the “Financial Advisement” and “Audit” components through the incorporation of CPA adjunct services for our clients.

Quid Pro Quo

We direct our clients to you for audits, in turn we receive leads (from you) through bookkeeping inquires with the understanding that conversions will be returning to you for audits increasing your client base. You take the High Rev (Revenue) and we’ll take the Low Rev and we’ll build business together……

Current project:

HOA Audit

Small Homeowners Association, 63 home community, released Management Company October 2019. Currently self-managing. Request Investigative Audit to determine financial posture.

Please include answer to following question in your response:

Thank you for your interest as well as your time.

If interested please respond with Name, business address and website, also include your response to the following: How this Quid Pro Quo will affect your organization and What resources would you use to pull past financials of an organization.