CPA Partner Program
Finding competent bookkeepers is a challenge.
You will not truly know if a bookkeeper is skilled until you receive your client’s books. Many are merely data entry clerks who can neither read a financial statement nor identify their mistakes, leaving you to clean up their work during your peak season.
At Drive, we understand accounting and believe in checking our work. Each client’s books are reviewed monthly by a senior accountant, and quarterly by a controller before financials are submitted to clients and their CPAs.
Good bookkeepers are overwhelmed by demand
When you do find a quality bookkeeper, you will want to refer your clients to them. Inevitably, they will be overwhelmed and will turn down new clients, or worse, take on too many and drop the ball.
We are always able to accept new clients without sacrificing accuracy or timeliness because we are organized and nimble. Our team is cross-trained, Intuit certified and we value collaboration and colleague review. On top of this we structured our company for growth to handle the influx in clients that a good bookkeeping firm draws.
Accurate and Timely Financials
We can guarantee clean, on-time financials, because we have designed our processes to include precise tasks, timelines, and accountability controls, all backed by our project management software. This can be provided using QuickBooks or other accounting software. We also customize these company processes to fit each client’s unique needs.
Regular Communication is Key
Fostering communication between parties protects the client-CPA relationship and ensures there are no surprises come tax season. We keep you informed throughout the year with monthly calls to review joint clients and quarterly financials to facilitate tax planning and strategy.
Do More High-Level Accounting
You will receive clean books and therefore have more time for high-level accounting services. Our CPA Partners tell us they are more able to focus on profitable client requests such as planning and strategy. When you receive clean books, you are more profitable, and clients have better information to run their businesses.
Become a CPA Partner
Referring clients to sub-par bookkeepers will damage your reputation and cause you to lose business. Our CPA partners are eager to refer clients to us and most of our new business comes directly from them. We work hard to build trust and develop our relationships by taking care of both our clients and our CPAs. We form a unique synergy unlike anything else in the industry. You will never have to search for a quality bookkeeper again!