We clean the books.You keep the client.

Fair question, and I'd want it answered first too. Honestly, don't take my word for it. Before you ever hand me a client, I run a real review of their QuickBooks and record a walkthrough of exactly what I find and what it takes to fix it, so you see exactly how I work before anyone commits. Thirty years in the books, US-based, and I don't offshore any of it. Anybody can categorize transactions; the cleanup is the part I'm genuinely good at.

I take a small number of cleanups at a time on purpose, so each one gets done right and on schedule. If you bring me a client and the timing is tight, I'll tell you honestly whether I can take it that week, rather than promise something I can't hold to. September and October are when firms feel this most, so the earlier you flag a client, the better I can plan for them.

That's the whole idea: you offload the cleanup you don't want to be doing and stay profitable on it. It's a straightforward partner referral fee on every cleanup you send: 10 percent standard, 15 percent at volume. Handle it the way that fits your practice, keep it as your referral fee, or pass it straight through to your client as a discount so they see the savings. And it's paid however works for you: promptly after your client pays you, at delivery, or netted directly against my cleanup invoice. We settle the exact structure on the partnership call so it fits how you work.

No. That's the whole model. You keep the client relationship and the recurring revenue. The Cleanup Firm does the cleanup, hands tax-ready books back, and steps away. You can even pass your partner referral fee to the client as a discount, so you're the one who saved them money.

Yes, and you named it better than I did on the call. If you refer a client to me directly, you earn a partner referral fee and I take it from there. If you'd rather I work white-label, you give me an email alias at your firm and I work inside whatever stack you already use, so to your client I'm part of your team, not an outside company. The cleanup is the same either way, and your client only ever sees your firm. The clients I do my best work on look a lot like the ones you described: one to ten million in revenue, professional services, construction, and real estate. E-commerce and restaurants aren't my personal specialty, and I'd rather tell you straight when a client isn't in my lane than take on something I'm not the right person for.

Once a client signs and pays, I take it and run with it, so you're hands-off. But you're never in the dark: I pull you in the moment something needs your call, and I bring back tax-ready books with a walkthrough of what changed and why. Payment has worked cleanly at 50 percent to start and 50 percent on completion. A typical cleanup runs about three to four weeks; a larger multi-year reconstruction, closer to four to six. You get the exact, fixed timeline with the quote, never a guess.

Fully reconciled QuickBooks, a zero-variance balance sheet, a tax-ready P&L, reconciliation documentation and supporting schedules, and a recorded walkthrough. The exact documentation you wish every client provided.

No. The Cleanup Firm is a specialty, not a subscription. Cleanup is one engagement, and ongoing work stays with you or your client's bookkeeper. If your client does need ongoing help and you'd rather not take it on, we can talk it through case by case.

Fair question. Here's the straight version of how I work. I'm US-based and I never offshore, none of it, ever. I clean the books and make no determinations that affect the tax return, so the tax work stays entirely yours. If I ever bring in another cleanup specialist, they're US-based too and they contract directly with you, so they're your resource, not a link in a chain behind me. Section 7216 puts the obligation on the tax return preparer, which is your firm, not the bookkeeper, so if you'd like me to sign a written 7216 notice, send it over and I'll sign it. My NDA is standard either way. None of this is legal advice, it's just how we work; your firm handles its own compliance.