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 that process understand that 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 those considerations?  Abacus provides such a service all while keeping you informed, involved and connected with your client as we work together to build them a better tomorrow!

Create leverage using the power of association! Grow your practice by offering a free consultation with a CPA or Enrolled Agent federally licensed with the Internal Revenue Service ready to address client questions, with you, in a consultative way. We're confident that after establishing Abacus as your go to source you'll know assistance with client issues is as close as your nearest phone.

Individuals prefer to deal with credible practitioners that provide excellent value and superior service. When you introduce yourself to a potential client, your brand will benefit from a direct association with Abacus, an organization that assists bookkeepers to perpetuate 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 unlimited coordination with our pool of licensed professionals
* Free white-labeled “Financial Wellness Program” for your distribution to clients
* Free joint client consults, to address client questions or provide additional insights without charge
* Receive discounted CPA advisory services, giving you flexibility to charge client as you wish
* Receive discounted IRS Enrolled Agent tax services giving you flexibility to charge client as you wish
* Receive discounted tax planning services giving you flexibility to charge client as you wish
* Receive discounted leads for marketing to specific targets (100 lead minimum at 50 cents each) 
* Receive discounted websites w/digital marketing options to grow your practice

Plus much more...
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 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 send your CV or Resume to... support@abacusfinance.net
Only U.S. residents are considered. Make sure your contact information and the position you're applying for are referenced. Looking forward to hearing from you!