Two Paths to Partnership
White Label or Referral?
Every professional we collaborate with has a preferred approach to cleanup project work.
A White-Label Specialist:
Blue Ledger QBO Solutions works behind the scenes as an extension of your team. Client documentation and communication stays entirely within your ecosystem. To your client, we are simply part of your firm.
The Strategic Referral Asset:
Introduce us as your QBO cleanup partner. We deal directly with the client to gather source documents, clarifications and context, saving your team from a frustrating game of telephone. Once the file is resolved, we hand it back to you for ongoing monthly work or tax prep.
Our non-compete commitment is absolute and stated unequivocally in the written engagement agreement: No poaching. No competing recurring services. When the cleanup is complete, we do not pursue your client for bookkeeping, accounting or advisory work. Put simply, we are exclusively a cleanup project-only shop.
Who We Partner With
- Growth-Focused Bookkeepers
You’ve landed a client with a messy QBO file and need help protecting yourself from open-ended cleanup hours.
- Tax Preparers
In need of clean, prep-ready, fully reconciled books before filing, but do not want to spend time unraveling the ledger yourself.
- Established CPA Firms
You want to quickly onboard new clients who have books requiring cleanup and need to do so without adding permanent staff or undertaking cleanup training for your team.
- Accounting Professionals Burned by Bad Cleanup Experiences
You’ve seen too many cleanups run far beyond the original quote because the true state of the file was hidden until it's too late.