Your clients' books shouldn't become your problem. But every tax season, they do.
Tax Ready Referral is a referral partnership program offered through Strategic Bookkeeping & Consulting. Financial oversight specialists serving small businesses nationwide.
You know the call.
It comes every January. Sometimes December if you're lucky. A client calls panicked. Their books are a mess. Transactions uncategorized, accounts unreconciled, payroll liabilities that don't match anything. They need to file in six weeks and their financials are telling a story nobody can read. You're a tax professional. Not a bookkeeper. But here you are, untangling someone else's records before you can do your actual job. It doesn't have to work this way.
What changes when your clients have financial oversight.
When your clients work with Strategic Bookkeeping & Consulting, they arrive at tax time with:
• Reconciled accounts through December 31st — every account, every period
• A clean chart of accounts that actually reflects their business
• Monthly financial reports that tell a coherent story
• Payroll liabilities that tie to their returns
• A year-end summary prepared specifically for their tax preparer
You get to do tax work. They get defensible financials. Everyone wins.
We are not a general bookkeeping service. We sit above the bookkeeping layer and function as a financial oversight practice: reviewing, reporting, and protecting the integrity of our clients' books month over month. Founded by Jessica Struck, MBA, CPP with 22 years of experience across corporate accounting, CPA firm work, and direct business advisory. We operate under the Bookkeeping Reinvented® framework, built around four pillars: Structure, Clarity, Control, and Oversight. Our clients don't just have clean books. They have books that tell the truth.
Tax Ready Referral is the partnership layer of Strategic Bookkeeping & Consulting, built specifically for CPAs, EAs, and financial professionals who want a trusted place to send clients who need more than they can offer.
Simple. Respectful. No strings.
When you refer a client to us:
• We handle the intake, you make the introduction and we take it from there
• Your client is treated with the same care as if they found us themselves
• We keep you informed at whatever level you prefer, some partners want updates, some want to be hands off
• We never cross into tax, advisory, or anything that's yours to own
• If a client ever needs something outside our scope, we send them back to you
We are not here to replace you. We are here to make your clients easier to work with.
What referral partners typically send us.
• Bookkeeping Setup — new businesses starting from scratch and doing it right from day one. Starting at $2,997.
• Books Clean-up — existing files that need to be brought current and made defensible. Starting at $4,857.
• Financial Oversight — ongoing monthly oversight for clients whose books need a professional eye, not just data entry. Starting at $1,200/month.
Every engagement begins with a paid Diagnostic Oversight so we know exactly what we're working with before we quote anything. No surprises for you or your client.
Let's have coffee.
Not a sales call. Not a pitch. Just a 20 minute conversation to see if this is a fit for the clients you're already trying to help. If it is, great. If it isn't, you'll still walk away knowing exactly what kind of practice we run and who we serve best.