Send us messy books. Get clean financials—and up to $1,500 per client.
Built for Tax CPAs, Fractional CFOs, Commercial Bankers, Bonding Agents, Contractor Coaches, and B2B Creators. We never file tax returns or sell competing CFO forecasting retainers—we clean up your clients' QuickBooks, lock their flat monthly rate for 12 months, deliver reconciled financials by the 10th of every month, and pay you the most generous B2B bounties in the industry.
Four Partner Tracks. Built for Advisors and Creators.
Stop Untangling Shoeboxes at Tax Time
Accounting looks backward; Finance and Tax look forward. When a client hands you an unreconciled QuickBooks disaster—or has 80,000 stuck records blocking your CFO forecast—hand them to us. We overhaul their history, reconcile every account by the 10th, and hand the clean file right back to you with a strict Zero-Competition Guarantee.
Get Loan-Ready Financials & WIP Schedules Fast
Have a borrower or contractor whose loan renewal or bonding line is stalled because their Balance Sheet is wrong or their WIP and Project Trust Fund accounts aren't set up? We step in same-week to reconcile their accounts and get your underwriting package across the finish line.
Give Your Members Real Daily Job Numbers
You can't coach a contractor on margins if their QuickBooks is 90 days behind. Plug our bookkeeping and 12 Google Workspace job-costing tools into your coaching members so they understand yesterday, today—while you earn up to $1,500 per member.
Monetize Business & Trades Traffic With High-Ticket Bounties
Send your audience to our free 2-Minute Bookkeeping, People, Capital, Systems, or Culture Diagnostics using your partner link. You get paid $50 for every qualified discovery call plus up to $1,500 per closed client.
How the "1-for-5" Partner Engine Works.
We reward partners for both qualified introductions and closed clients, while keeping lead quality sky-high:
$50 Per Qualified Call (5 Initial Slots)
Every approved partner starts with 5 Paid Discovery Call Slots. For every US business owner, CFO, or Controller you refer who completes a 20-minute discovery call with our team, we pay you $50 (up to $250 during your initial 5-call pilot).
$1,000 Activation Bonus on Client #1
The moment your very first referred client signs up and completes 60 days of flat-rate monthly bookkeeping (or a historical overhaul), we pay you a $1,000 First-Client Activation Bonus—bringing your first closed client payout to $1,250 total.
Every Closed Client Unlocks +5 More Call Slots
Every time one of your referrals becomes a client, you immediately unlock 5 brand-new $50 Paid Call Slots ($250 in new call bounties) on top of your closed-client tier commission. As long as at least 1 in 5 calls closes, your $50 call bounties never stop.
Escalating Partner Tiers (Up to $1,500 Per Client).
The more businesses you refer over your lifetime as a partner, the higher your per-client bounty climbs:
| Partner Tier | Cumulative Closed Clients | Call Bounty (1-for-5 Rule) | Closed-Client Bounty | Your Own Firm's Bookkeeping |
|---|---|---|---|---|
| PILOT BONUSVery 1st Client | Client #1 | $50 / call (5 slots = $250) | $1,000 First-Client Bonus | Unlocks $300/mo Flat-Rate Books |
| TIER 1Bronze Partner | Clients 2 – 25 | +5 Call Slots ($250) / Deal | $500 / client | $300/mo (1–4 refs) → FREE at 5+ refs |
| TIER 2Silver Partner | Clients 26 – 100 | +5 Call Slots ($250) / Deal | $1,000 / client | 100% FREE Bookkeeping ($0/mo) |
| TIER 3Gold Partner | Clients 101+ | +5 Call Slots ($250) / Deal | $1,500 / client | 100% FREE Bookkeeping ($0/mo) |
* Note: Closed-client bounties are paid via ACH once a referred client completes 60 days of active monthly bookkeeping or a paid historical overhaul. CPA/EA partners who prefer non-cash fee arrangements can apply 100% of their credits toward client historical cleanups or their own firm's bookkeeping.
See What Your Referrals Pay Out.
Eligible Paid Call Slots Unlocked (5 base + 5 per closed deal): 30 slots
The Insider Perk: $300/Mo (or 100% Free) Bookkeeping for Your Own Business.
The best partners are the ones who experience our 10th-of-the-month reporting firsthand. Even CPAs, coaches, and agency owners hate doing their own firm's bookkeeping on the weekend—so we created a special partner subsidy:
$300 / Month Flat Rate for Your Firm
As soon as you have just one active referred client with us, we will run the monthly bookkeeping (Recording, Reconciling, and Reporting by the 10th) for your own business or practice for a subsidized flat rate of $300/month.
100% FREE Bookkeeping for Your Firm ($0/Mo)
Maintain five or more active referred clients with Alacrity Bookkeepers, and we waive your $300/month fee completely. We run your own company's monthly books 100% free for as long as you have 5+ active referrals.
Our Ironclad Zero-Competition Promise to CPAs & CFOs.
Many CPAs and Fractional CFOs hesitate to refer clients to an outside bookkeeping firm because they've been burned by firms that quietly try to poach the tax return or pitch competing CFO advisory work.
We never cross that line. Accounting looks backward; Finance and Tax look forward.
We do not prepare income tax returns, we do not file sales tax, and we do not sell competing fractional CFO forecasting retainers. Our sole job is keeping your client's QuickBooks Online file and job-costing tools accurate to the penny—and handing you a reconciled, tax-ready package by the 10th of every month so you look like a hero to your client.
Apply for your partner link—or introduce a client today.
Fill out the quick form below. We'll set up your partner tracking and unlock your initial 5 paid discovery call slots.