I’m currently looking to develop a network of bookkeepers who are currently taking new clients. I’m incredibly selective with who I work with and can’t say yes to everyone who needs bookkeeping help because there aren’t enough hours in the day!
If you’re a virtual bookkeeper looking for new clients and interested in being considered as a one of my strategic partners please fill out this form. This will not be a subcontracting position.
Interested parties must be in the United States and have hands-on experience with Quickbooks Online.
I’d be incredibly grateful if you’d share this post with others who may be interested!
A bit more detail
Here’s a quick overview of how we envision the selection process of potential strategic partners.
Everything is sequential and is intended to help us select the absolute best bookkeepers for our current and future clients.
It’s our intent to set our strategic partners up for success! We’ll give you our internal client checklists, notes/other relevant info as well as a list of the automation tools we’re using.
- Step One: The form linked above and here
- Step Two: We will send you our prescreening questions
- Step Three: We will request a few specific reports from an existing Quickbooks Online client you have. We will review these reports for the most common mistakes. (hoping they don’t exist, of course!)
- Step Four: Phone interview/screen sharing session
Once we have our selected strategic partners we’ll give our clients the contact info for those strategic partners we feel are the best fit. Our clients will do their own interview to make sure they feel it’s a good fit (personality, availability, experience, etc.).
The hired strategic partner will owe us a percentage (25%) of the estimated first year revenues. To make it easy we’ll figure out a flat rate based on our historical average billings to the client. There will be no money due to us until after you’ve been hired. You’ll also have the option to make a one-time lump sum payment to us at a reduced percentage (20%).