For CPAs & Accountants

Let's Work Together

I partner with CPAs and accounting professionals to provide dedicated bookkeeping support for their clients. You handle the taxes and advisory work — I keep the books clean and organized year-round.

Professional consultation meeting

Why Refer to JP Bookkeeping Co.?

When your clients show up to tax season with messy or incomplete books, it costs everyone time and money. I work throughout the year to make sure that doesn't happen.

Clean books at tax time

Reconciled accounts, properly categorized transactions, and organized year-end records delivered to you ready to work with.

I stay in my lane

No tax advice, no financial planning, no overstepping into your scope of work. I keep my focus squarely on bookkeeping.

Clear, professional communication

I communicate regularly with clients and keep you in the loop as needed. No surprises, no dropped balls.

Specialization in service businesses

I primarily work with therapists, private practice owners, consultants, and other service-based small businesses — so I know their books.

Note: I am not a CPA or licensed accountant. I provide bookkeeping services only. This is precisely why a referral relationship works well — you bring the licensure and tax expertise, I bring the day-to-day bookkeeping discipline.

Send a Referral

Fill out this short form and I'll follow up within 1–2 business days to connect with you and your client.

About You

About the Client (Optional)

I'll be in touch within 1–2 business days. Your information and your client's information will never be shared or sold.