Tax Services Bureau
Accounting Partner Program · For bookkeepers, accountants & CPA firms

Revenue in the months nobody files.

Accounting work is the only thing in this industry that bills every month by nature. The Accounting Systems App puts bookkeeping, month‑end closing, and financial statements under your brand, on the same platform as the returns those books eventually feed.

Accounting Systems App

Included with every TSB partnership

Every partner gets all five Systems Apps — tax, audit, accounting, insurance, and financial services — not only the one that matches the practice today.

12billing months
Your nameon the client portal
1platform, books to return
The software — Accounting Systems App

The system this program runs on.

Recurring work needs a recurring system. The Accounting Systems App is licensed to your firm and branded in your name, so every month a client sees your brand rather than a vendor's.

Branded to your firm

Every month a client sees your brand rather than a vendor's.

Built for recurring work

Monthly engagements are a rhythm, not a project. The system is organized around the cycle rather than around a deadline in April.

A seat for every person on the books

Bookkeepers, reviewers, and the partner who signs off all work in the same place on the same client.

Feeds straight into the return

The books and the return live on one platform, so filing season starts from work already done instead of from a shoebox.

Cloud‑based and maintained for you

Nothing to install, nothing to reconcile between systems, no software to keep current.

Ready for overflow

Capacity you do not have can be routed into the network rather than turned away.

The opportunity

What this program is worth to you.

This is the only line that recurs by nature. A bookkeeping client billed in March is still billing in August, and again next March.

One referral is worth
$3,000

a year, every year

Based on half of a $500‑a‑month bookkeeping engagement — published outsourced ranges run $300 to $1,500 a month. Your 50% revenue share applies for the life of the client relationship, with no cap and no expiration.

At this volumeRevenue to you
5 monthly clients$15,000 a year
10 monthly clients$30,000 a year
25 monthly clients$75,000 a year

Illustrative, using published average engagement values and the 50% partner share. Not a guarantee, forecast, or earnings claim; what you earn depends on your client base, your market, and how many referrals you actually make.

Who this is for

Built for a specific kind of practice.

If one of these is you, this is the page that launches your practice.

  • A bookkeeper who wants a branded platform instead of a patchwork
  • A tax office adding monthly work to smooth out the year
  • A CPA firm standardizing how close work gets done
  • A practice whose books and returns live in two disconnected systems
  • A firm turning away work it does not have the capacity to take
  • An accounting practice adding tax preparation as a service line
What is included

The Accounting Partner Program

Built for practices that bill monthly — and for tax offices that want to, because a client on a monthly engagement is a client who is still there next January.

01

Software & seats

The Accounting Systems App branded to your firm, a seat for every person on the books, and the other four Systems Apps included.

02

Overflow labor

When the work exceeds the capacity, route it into the network on a revenue share instead of declining it or hiring ahead of the revenue.

03

EIN & entity formation

New business clients need an entity and an EIN before they need books. That is the front door to a monthly engagement, and it is a service line of its own.

04

Marketing for recurring services

Campaigns and content built to sell a monthly retainer, which is a different sale from a one‑time return.

05

Growth support

Packaging, pricing, and staffing recurring engagements, with mentorship from firms already running them. Available when you want it, never required.

Pricing is set on the call. Every practice comes in at a different size, a different volume, and a different mix of service lines, so we price the partnership against yours rather than publishing a number that will not fit you. Bring the output from the calculator and we will work from your figures.

The other four

One client. Five systems.

A client whose books you keep is a client whose return, notices, coverage, and planning you should also be seeing. The other four apps are how that happens on one platform.

Next step

See what this looks like on your numbers.

Run your own practice through the calculator, or book a 30‑minute fit call and we will do it with you.