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Referral partners
For advisors whose clients keep arriving with unreliable books.
CPAs, tax preparers, attorneys, lenders, insurance agents, and consultants send us the work they cannot do and do not want to babysit. We do the bookkeeping, stay in our lane, and send the client back to you prepared.
The problem you already have
Bad books cost you time you cannot bill.
A return that should take three hours takes twelve because the trial balance cannot be trusted. A loan file stalls because the statements do not tie. A deal slows down because diligence finds a balance sheet nobody can support.
You can fix it yourself at a rate the client resents, refuse the work, or hand the bookkeeping to someone who will actually do it and will not go after your relationship.
Why this shows up so often
Owner managed records are where the error lives, and advisors absorb the cost.
89.8%
of small employers use a paid tax professional, and 88.1% of those say the rules are too complex to handle alone
85%
of practices now deliver advisory work such as forecasting and budgeting, up from 41% two years earlier
How we work with partners
Clear boundaries, on purpose.
01
We do not do tax
No returns, no planning, no representation. Deciphire is not a CPA firm and tax stays with you.
02
We do not do assurance
No audit, review, or compilation. If a client needs that, it stays with you or with the firm you name.
03
You stay the advisor
We keep to bookkeeping, financial operations, and reporting. Your relationship is not a lead to us.
04
You get usable records
Reconciled accounts, supported balances, and a year end package your team can work from without a rebuild.
05
You get told the truth
If something is wrong, unsupportable, or outside our scope, you hear it directly and early.
06
You keep visibility
With client authorization, you get the statements and the supporting schedules on the same schedule they do.
Who partners with us
Five common referral sources.
- CPAs and tax preparers who need clean books before filing season, not during it
- Attorneys handling transactions, disputes, or entity work that needs supportable records
- Lenders and bonding agents who need statements that tie out before underwriting
- Insurance agents whose audits depend on accurate payroll and revenue detail
- Consultants and fractional executives who need a reliable finance function underneath the strategy
We are the bookkeeping. You stay the advisor.
That boundary is the whole value of the arrangement, and we treat it as a rule rather than a courtesy.
Questions
What partners ask first.
Do you pay referral fees?
We would rather talk about it directly than publish a formula, because some professions have rules about it. Most partners care more about the work getting done properly.
Will you try to take over the tax work?
No. Deciphire is not a CPA firm and does not provide tax, audit, or assurance services.
Can we send you cleanup only?
Yes. Cleanup is a fixed price project. Plenty of clients come to us for that alone and return to your care afterward.
Can we see the work?
With client authorization, yes. Statements and supporting schedules on the same schedule the client gets them.