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 work directly with the client to resolve the technology issue.
No troubleshooting, research or wasted billable time. Your client gets technology help from a technology professional.
When technology gets in the way of running their business, they have somewhere to turn.
Slow computers, Windows problems, software issues, hardware failures and general troubleshooting.
Email, Outlook, Microsoft 365 accounts, user problems and configuration issues.
Internet connectivity, wireless problems, routers, network configuration and office connectivity.
Printer problems, scanners and other office technology that gets in the way of business.
Security concerns, suspicious activity, endpoint protection and basic security improvements.
Helping businesses protect critical data and recover when technology fails.
That's the point.
You don't need to diagnose the problem. You don't need to understand the technology. You don't need to determine whether the client needs a new computer, a network repair, Microsoft 365 support or something else.
Just make the referral. We'll figure out what the client needs.
Your referral does not require you to become involved in the technical work.
No. Your role is simply to make the introduction. We handle the technology conversation.
No. We determine what the client actually needs. A referral does not obligate the client to purchase ongoing services.
Refer it anyway. We'll determine whether we can help and what makes sense for the client.
There is no charge to participate in the referral system.
If your clients occasionally bring technology problems to you, this gives you a simple way to handle those situations without taking on the problem yourself.