Bookkeeping & Tax Partner Seeking Referral and White-Label Collaborations

Monily Finance and Accounting is a Houston-based bookkeeping and tax firm and QuickBooks ProAdvisor practice, serving small businesses across the U.S. since 2014. We handle monthly bookkeeping, QuickBooks cleanups and catch-up work, payroll, sales tax, and business and personal tax returns, with 700+ completed projects on Upwork and a 4.5-star Google rating from 60+ reviews. We’d like to partner with businesses that serve small business owners but don’t do accounting: business attorneys, financial advisors, fractional CFOs, insurance and payroll providers, formation services, real estate and property management firms, and CPA firms that need extra capacity. What we’d like to explore: Two-way referrals: we send clients your way when they need what you do, and you send us clients who need clean books or tax help. White-label support: we act as your back office for bookkeeping, cleanups or return prep, under your brand. Joint packages: for example, business formation plus bookkeeping setup, or financial planning backed by accurate monthly numbers. How you benefit: a dependable accounting partner for your clients, more to offer without hiring, and steady referrals in return. Let’s talk about an arrangement that works for both sides.