Copper Sun Bookkeeping Service Referral Partner Program
For CPAs, EAs & Tax Professionals Who Want Easier Tax Seasons
Let’s Be Honest
Your clients’ bookkeeping is either your biggest headache—or your biggest opportunity.
If you’re tired of spending March and April cleaning up messy QuickBooks files, chasing missing receipts, and making adjusting entries for transactions that should have been coded correctly months ago—we exist to fix that.
We’re Copper Sun Bookkeeping. We’re a remote, QuickBooks Online–exclusive bookkeeping service. And we built our entire model around one thing: making tax professionals look like heroes.
Why Partner With Us?
We are not your competitor. We don’t file taxes. We don’t give strategic tax advice. We do one thing, and we do it exceptionally well: we deliver audit-proof, tax-ready books every single month.
Here’s what that means for you:
Your Pain Point | Our Solution |
Clients send you a mess of uncategorized transactions in March. | We deliver fully reconciled, properly categorized books year-round. You get a one-click export from QBO directly into your tax software. |
You waste billable hours on cleanup work that doesn’t grow your practice. | You can review and file in record time—freeing you up for high-value advisory work (and more profitable clients). |
Clients don’t understand why their tax prep fee is so high. | You can show them they’re paying for planning and expertise, not data entry. They’ll actually thank you for the clarity. |
You lose clients because they feel like “just a return” to you. | When we handle the books, you have time to call them mid-year with tax-saving strategies. That builds loyalty. |
What Makes Us Different
So you can confidently refer without risking your reputation:
✅ We’re QBO-Exclusive. We don’t touch Xero, Desktop, or spreadsheets. We are deep experts in QuickBooks Online—certified ProAdvisors with years of experience.
✅ We’re Remote-First. We work in the cloud, so we can serve clients anywhere in the U.S. No geographic limits for your referrals.
✅ We’re CPA-Friendly. We don’t overstep. We don’t give tax advice. We ask for your preferences on coding, classifications, and reporting—and we follow them to the letter.
✅ We’re Transparent. Clients get a monthly “Tax-Ready Package” that includes their P&L, Balance Sheet, and a clean GL. You get the same access. No one is left guessing.
✅ We’re Affordable. Our monthly plans start at [$399]—less than a part-time in-house bookkeeper. Clients save money, and you save time.
How the Program Works
Simple, transparent, and no BS.
Step 1: You Refer a Client
Send us a client who needs reliable, tax-ready bookkeeping. This could be:
- A new client who has messy books and needs cleanup before you can file.
- An existing client who is wasting your time with poor recordkeeping.
- A prospect who isn’t quite ready for tax planning because their books are a disaster.
How to refer: Just email us at info@coppersunbookkeeping.com with their name and contact info. That’s it.
Step 2: We Do the Work
We onboard the client, clean up their QuickBooks Online file (if needed), and take over monthly bookkeeping. We:
- Reconcile all accounts to the penny.
- Categorize expenses using your preferred Chart of Accounts (we’ll match your style).
- Attach receipts to every transaction.
- Deliver clean P&Ls and Balance Sheets by the 10th of each month.
We also loop you in. We’ll send you monthly workpapers and give you direct, read-only access to their QBO file whenever you want. No secrets. No surprises.
Step 3: You Get Paid—Recurring
For every client you refer who signs up for a monthly plan, we pay you:
15% Recurring Commission
For as long as that client stays with us.
That’s not a one-time finder’s fee. That’s passive income for you, year after year, for simply introducing us to someone who needs help.
Payouts: We send commissions quarterly via bank transfer or check. We’ll send you a simple report showing which clients are active and what you’ve earned.
Exclusive Perks for Partner CPAs
We don’t just pay you. We support you.
Perk | What You Get |
Free QBO Access | We’ll add you as a Company Admin to every client file we manage, so you can jump in anytime without asking for login credentials. |
Custom Chart of Accounts | We’ll build a COA that mirrors your preferred tax mapping. No re-classing needed on your end. |
Priority Support | When you have a question about a client’s file, you get a response within 2 business hours (during tax season, that’s gold). |
Quarterly Partner Check-Ins | A 15-min call every quarter to review your active referrals, discuss any issues, and plan for upcoming tax deadlines. |
Who Is This For?
This program is ideal for:
- Solo CPAs & Small Firms – who want to offload bookkeeping so they can focus on tax strategy and client relationships.
- EAs & Enrolled Agents – who need clean books to file accurately and avoid IRS inquiries.
- Financial Planners & Wealth Advisors – who want their clients’ financials in order before making investment or estate decisions.
- Bookkeeping Firms – who specialize in other software (like Xero) and need a reliable QBO partner for overflow work.
If you prepare taxes or advise business owners, we’re your ideal back-office partner.
Frequently Asked Questions
Q: Do I have to sign an exclusive contract?
A: No. You can refer as many or as few clients as you like. No minimums. No exclusivity. You’re free to work with other bookkeepers too.
Q: What if the client already has a bookkeeper?
A: We handle the transition. We’ll coordinate with their existing bookkeeper (or you) to ensure a smooth handoff and zero disruption.
Q: What if the client’s books are a disaster?
A: That’s our specialty. We offer a one-time “catch-up” or “cleanup” service to get them current. The commission applies to the ongoing monthly plan after cleanup.
Q: Do I need to do any selling?
A: Just introduce us. We’ll handle the sales call, the proposal, and the onboarding. You don’t have to lift a finger beyond the referral.
Q: What if the client stops paying or cancels?
A: Commission stops when their subscription stops. But we have a 90%+ retention rate—because once clients experience tax-ready books, they never go back.
Q: Can I refer myself?
A: If you have your own business books, we’d love to help—but we ask that you pay for the service like any client. The referral program is for third-party introductions.
Ready to Refer?
Here’s how to start:
Option 1: Fill out the quick form below
(We’ll respond within 24 hours)
Your Name: (required)
Firm Name: (required)
Email: (required)
Phone: (optional)
Client’s Name & Business: (if you have one ready)
Any notes we should know? (e.g., “They use QBO but haven’t reconciled in 6 months”)
[SUBMIT REFERRAL BUTTON]
Option 2: Just Email Us Directly
Prefer a human touch? No problem.
Reach out to our Partner Director:
[Your Name]
Email: [Your Email]
Phone: [Your Phone Number]
Mention “Referral Partner” in the subject line, and we’ll prioritize your message.
Let’s Make Tax Season Boring Again
When your clients have tax-ready books, you get your evenings and weekends back. You get to do the work you actually trained for—strategic planning, complex returns, and client advisory. And you get paid for your expertise, not your data-entry stamina.
We’re here to be your bookkeeping wingman. Let’s talk.
Copper Sun Bookkeeping Service is a remote, QuickBooks Online–focused bookkeeping service. We are not a CPA firm, and we do not prepare or file taxes. We exist solely to make CPAs, EAs, and tax professionals look brilliant.
