Bookkeeper Affiliate

Status: Open Recruitment (No End Date)
Compensation: Free Membership with Optional Referral Based Earnings Available

As a practitioner, you have helped businesses of all sizes create solid foundations for improving cash flow and recordkeeping habits. Those supporting this process understand success starts with embracing the fundamentals....

But have you felt limited? Are you having difficulty finding third-party support without increasing your liability? Would you welcome a relationship that understands these considerations?  Abacus provides such a service all while keeping you informed, involved and connected with clients as we work together to build them a better tomorrow!

Create leverage through the power of association! Grow your practice by offering consultations with a CFO or CPA ready to address client questions or with you in a consultative way. We're confident that after establishing Abacus as your preferred source you'll know assistance is just a phone call away.

Individuals prefer to deal with credible practitioners that provide excellent value and superior service. When you introduce yourself to a potential client, your brand can benefit from a direct association with Abacus, an organization dedicated to assisting bookkeepers maintain success throughout their local area.

As mentioned, you are always a part of the process. We keep you informed, involved and connected, so you can better serve your clients. Enjoy the fellowship and strengthen client connections. Here is what we are offering....

* Free access and coordination with our pool of licensed professionals
* Free white-label “Financial Wellness Program” for your distribution to clients
* Receive discounted IRS Enrolled Agent tax preparation services (all entities) when needed
* Receive discounted tax planning assessments for returns we prepare
* Receive discounted leads for marketing to specific targets (100 lead minimum at 50 cents each)

* Plus, Earn a referral based income stream, with these services.... 

* Offer one stop access to over 100 Life and Health carriers via our insurance relationships
* Offer one stop access to investment services via our affiliation with a leading investment firm
* Offer CFO or CPA client consults to address questions as needed

* Offer employer-sponsored retirement or benefit programs, all entities, from Sole Proprietors to "C" Corporations

Have you been credentialed through the "National Bookkeepers Association" or the "American Institute of Professional Bookkeepers"? If so, you're already at the top of our list. If not, are you certified on a specific software platform, such as... QuickBooks, Xero, Sage, NetSuite etc... if yes, then let's talk...

Interested? Please request a callback via our "General Inquiries" tab above. Only U.S. based bookkeepers are considered. When requesting a callback, make sure your contact information and the position you're applying for are clearly referenced. Looking forward to hearing from you!