Referral Partner Program
At Toki Bookkeeping, we believe strong professional partnerships help businesses succeed.
We partner with CPAs, tax advisors, fractional CFOs, business consultants, and other professionals who share our commitment to providing excellent client service.
If your clients need reliable bookkeeping support, we’d love to work with you.
Who We Partner With
We welcome partnerships with professionals who support growing businesses, including:
CPAs and tax professionals
Fractional CFOs and financial advisors
Business consultants and coaches
Payroll and HR service providers
Attorneys and other professional service providers
Why partner with us
Why Partner with Toki Bookkeeping?
Reliable Bookkeeping Support
With over 10 years of bookkeeping experience, we help businesses maintain accurate financial records and receive timely financial reports.
A Dedicated Team for Every Client
Each client is supported by a bookkeeper and a reviewer, providing an additional layer of accuracy and consistency.
Clear and Responsive Communication
We prioritize timely responses, organized workflows, and proactive communication so you and your clients stay informed.
A Partnership That Benefits Everyone
We help your clients manage their bookkeeping needs, allowing you to focus on your areas of expertise. We also welcome opportunities to refer clients to our trusted partners.
How it works
How Our Referral Program Works
1
Connect With Us
Tell us about your business and the types of clients you work with.
2
Refer a Client
Introduce us to a business that could benefit from professional bookkeeping support.
3
We Take Care of the Next Steps
We’ll meet with the prospective client, understand their needs, and recommend appropriate bookkeeping services.
4
Build a Long-Term Partnership
We’ll keep you informed of the referral’s progress, with the client’s permission, and explore opportunities to support each other’s businesses.
Our team
Our team is highly motivated and has great passion in helping clients’ businesses grow
Services
Our Bookkeeping Services
We provide customized bookkeeping solutions, including:
Monthly bookkeeping and financial reporting
Accounts payable and accounts receivable management
Bank and credit card reconciliations
Payroll support
Month-end closing and financial statement preparation
Bookkeeping cleanup and QuickBooks Online setup
Customized financial reporting and budget-to-actual analysis
We work with growing businesses, professional service firms, technology companies, and U.S. subsidiaries of international companies.
Become a partner
Become a Referral Partner
Let’s explore how we can support each other’s clients and grow together.
Whether you have a client to refer today or simply want to establish a professional relationship, we’d be happy to connect.
1
Become a Referral Partner
Tell us about your business and the types of clients you work with.
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