Outsourced Bookkeeping Program
Offer Bookkeeping to Your Clients Without Doing the Work.
Refer your clients, and the Fresh Start team handles their books every month. You earn 30% of every client payment, paid to you monthly, with your own branded client intake form and a dedicated Customer Experience Team behind you.
Why Become an Affiliate
Your Clients Already Ask. Now You Can Say Yes.
Your clients trust you with their taxes. Give them year-round bookkeeping too, without hiring staff or adding hours to your week.
Expand Your Services
Offer Bookkeeping
Add monthly bookkeeping to what you offer without doing the bookkeeping work yourself.
Free Up Your Time
Focus on Your Business
Fresh Start handles the books so you can stay focused on tax season, your team, and growing your office.
Build Recurring Income
Earn Every Month
Every client you refer can become monthly income for your business, all year long.
What You Get
Everything You Need to Offer Bookkeeping
The program gives you the team, the tools, and the support to add bookkeeping under your business.
Done For You
Monthly Bookkeeping
Our team takes care of your clients' books based on the package they choose during onboarding.
Your Earnings
30% of Every Payment
Earn 30% of each payment your referred clients make, paid to you monthly.
Your Brand
Branded Intake Form
Your clients complete a Bookkeeping Intake & Documentation Form with your company's branding, and every submission comes straight to our team.
Real Support
Customer Experience Team
A dedicated team supports you and your clients, from onboarding through every monthly close.
Secure Access
Client Portal
Each client gets a secure portal for bank access and documents, so information stays protected.
More Value
Quarterly Review Add-Ons
Clients can add Quarterly Reviews to their package, and you earn on those too.
How It Works
Four Steps to Getting Started
Register Your Office
Complete the program registration for each office that will use the program.
Get Set Up
Receive your dedicated link and your own branded client intake form to share with clients.
Refer Your Clients
Clients choose their package during onboarding, and our team gets to work on their books.
Get Paid Monthly
Earn 30% of every client payment, paid to you each month.
Is This Right for You?
Built for Professionals Ready to Grow
This Is for You If…
- You are a tax professional, ERO, service bureau, or financial professional
- Your clients ask you for bookkeeping help
- You want year-round revenue beyond tax season
- You want to grow without hiring more staff
- You want to keep your clients connected to your brand
This Is Not for You If…
- You want to do all of the bookkeeping work yourself
- You are looking for a get-rich-quick shortcut
- You are not ready to refer and support your clients
- You are not open to partnering with an outside team
Questions
Frequently Asked Questions
Who does the bookkeeping?
The Fresh Start Business Service team handles the bookkeeping for every client you refer, based on the package they select during onboarding.
How much do I earn?
You earn 30% of each payment received from the clients you refer, paid to you monthly. Full payout details are shared when you register.
Who bills my clients?
Clients are billed monthly through Fresh Start Business Service, so you never have to chase payments.
How do my clients sign up?
You share the link to your branded Bookkeeping Intake & Documentation Form. Your clients see your company's branding, and each submission comes directly to the Fresh Start team to begin onboarding.
Who supports my clients?
Our dedicated Customer Experience Team supports you and your clients from onboarding through every monthly close.
Is there a setup fee?
Yes. There is a one-time admin/setup fee for each office that will use the program.
Can I leave the program?
Yes. Either party can end the agreement with 30 days' written notice, and Fresh Start completes any work in progress for your referred clients.
Ready to Get Started?
Your Clients Already Trust You. Now Give Them More.
Register below to get your office started. Questions first? Call (678) 329-9241 or email [email protected], 10 AM - 6 PM Eastern.
A one-time admin/setup fee applies for each office that will use the program.