Are you a contractor looking for a bookkeeper? This page is for you instead.
What you’re really deciding
Whether they land somewhere good.
When you hand off a contractor, you’re usually handing off the whole file. You’re not keeping a piece of it, and you’re not doing it for the money. You’re doing it because the work isn’t a fit for you and the client deserves someone it’s a fit for.
So the only thing that actually matters is whether we take care of them. We’ll tell you what we find when we open the file, we’ll tell you how onboarding went, and if it turns out we’re not the right fit either, we’ll say so rather than keep a client we can’t serve well.
And when someone comes to us who isn’t right for us, we try to point them at someone who is. Often that’s you.
Where Things Land
Monthly Books
↳ We Take It
Monthly DOR Returns
↳ We Take It
Tax Returns and Planning
↳ Never Us
Work That Isn’t Our Fit
↳ Pointed somewhere better
Two ways this usually works
Whether you’re sending work out or looking for someone to hand work to.
If you’re a bookkeeper
You took on a contractor and the Washington side got heavy.
It happens to good bookkeepers constantly. The client grew, started working across city lines, or the monthly DOR returns turned into a project you didn’t sign up for. Handing it to someone who does this every day isn’t a failure. It’s the same call we’d make in your position.
If you’re a CPA
You need the books right before you can do your job.
Contractor files arrive unreconciled, with the DOR payment coded to one account and sales tax payable growing all year. We fix that upstream so the file you get at year end is one you can work from. We don’t prepare returns and have no plans to, so nothing we do overlaps with what you do.
Work tends to come our way for one of these reasons.
- The Washington filings. Monthly sales tax returns to the DOR, use tax, and city B&O where it applies.
- The client runs Xero. We work in both Xero and QuickBooks Online. If you’re QBO only, that doesn’t have to cost you the client.
- Field software in the middle. JobTread, Jobber, Housecall Pro, FieldEdge, Knowify and the rest. If you’d rather not troubleshoot a sync, we don’t mind it.
- It outgrew the engagement. The client got bigger, started working across city lines, and the scope quietly tripled.
“Reached out and he responded very quickly, providing referrals to several local bookkeepers that provide online training even though I do not need their bookkeeping services. It’s wonderful to find someone that is great at networking, cares about finding a solution selflessly and providing business to his fellow colleagues.”
Denise Young
Denise was never a client. She needed something we don’t do, so we pointed her elsewhere.
How a handoff works
Low friction, and nothing happens without you.
Talk to us first
Most referrals start with a short conversation between us before anything reaches the client. You describe the situation, we tell you honestly whether it’s something we should take. That way nobody gets sent somewhere that won’t work.
Then the introduction
An email introduction works, or you point them to us directly. 20 minutes on a call with them, and we confirm from their side what we already discussed from yours.
We take it from there
Onboarding, cleanup if the file needs it, and monthly work from that point on. You stay in the loop as much or as little as you want.
Worth Knowing
- We work statewide. Everything runs remotely through QuickBooks Online or Xero, so location isn’t a constraint on either side.
- We’ll tell you what we find. If we open a file and something looks off from before, you hear it from us directly rather than from the client.
- We don’t do tax returns. Not now, not later. It’s not a gap we’re planning to fill.
Let’s talk
Worth a conversation before you have someone to send.
Most of these relationships start well before the first referral. If you work with Washington contractors and want to know who you’d be handing them to, book 20 minutes.