Join our growing network of accountants, financial professionals, and business advisors who trust Bookeyz to support their clients with expert, reliable bookkeeping

Partner with Bookeyz to bring better bookkeeping to more businesses

Expand your value without expanding your team

Bookeyz helps you offer full bookkeeping support without hiring in-house. Whether you’re a CPA, financial advisor, or business coach, we become your extended team — managing the books while you focus on strategy.

Your clients stay supported, you stay in control, and everyone benefits from cleaner financials and smoother tax prep.

 

Build trust, earn more, and grow together

As a partner, you can earn referral revenue or pass along exclusive discounts to your clients — whichever fits your model best. Our shared goal is simple: helping your clients succeed.

We also provide you with co-branded materials and partner support to help you position Bookeyz as a valuable extension of your brand.

Seamless collaboration that works around you

As a partner, you can earn referral revenue or pass along exclusive discounts to your clients — whichever fits your model best. Our shared goal is simple: helping your clients succeed.

We also provide you with co-branded materials and partner support to help you position Bookeyz as a valuable extension of your brand.

Our Partners

What you get with the Bookeyz Partner Program

Partnering with Bookeyz means more than just referrals — it’s about giving your clients the tools and support they need to grow. Our services enhance your brand, reduce your workload, and help your clients stay organized and compliant.

You’ll receive:

  • A dedicated partner success manager

  • Revenue-share or discount options

  • Co-branded marketing assets

  • Priority onboarding for referred clients

  • Monthly financial reports delivered to your team

  • Seamless integration with your existing workflows

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FAQs

Whether you’re just getting started or looking to streamline your bookkeeping, our FAQs cover everything you need to know about how Bookeyz works, what we offer, and how we keep your finances stress-free.

We offer monthly bookkeeping, financial statement preparation, expense tracking, reconciliations, tax season support, and more. We can also integrate with popular accounting tools like QuickBooks, Xero, and FreshBooks.

Not at all. We work with a variety of accounting platforms, and our team will connect with whatever system you’re currently using—or help you transition if you’re just starting out.

We make it easy and secure. You can upload files via your personalized client dashboard, connect your bank accounts for automatic syncing, or email documents directly to your Bookeyz team.

Absolutely. We use bank-level encryption, secure file transfer systems, and privacy-first protocols to protect your information. Your data security and confidentiality are a top priority.

EXPERT BOOKKEEPING

Get professional, personalized bookkeeping on your terms.

Get accurate, stress-free bookkeeping tailored to your business.
Stay organized, save time, and always be ready for tax season with Bookeyz.

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