A simple referral system for bookkeepers who are tired of getting pulled into technology issues.
You became a bookkeeper to handle your clients' books—not their computers, Microsoft 365, Wi-Fi, printers, passwords, backups or cybersecurity problems.
✓ Protect your billable time
✓ Give clients somewhere to turn
✓ Stop troubleshooting technology
✓ Strengthen client relationships
You don't have to solve it. Give your client our information and let us handle the technology problem.
You don't need to diagnose the problem. You just need a reliable place to send the client.
Every hour spent troubleshooting a client's computer is an hour you're not spending on bookkeeping work.
Instead of saying, "I don't know anything about computers," you can say, "I have someone you can call."
You become the person who can connect your client with a solution—even when the problem isn't accounting-related.
A straightforward process with no IT troubleshooting required from you.
A client brings you a technology problem that has nothing to do with their books.
Give your client our information—or introduce us directly.
We determine what is wrong and worlass="card-box referral-step">
No troubleshooting, researcs in the way of running their business, they have somewhere to turn.
Email, Outlook, Microsoft 365 accounts, user problems and
Printer problems, scanners and other office technology that gets in the way of business.