Referring Bookkeepers to your Clients
Refer Backstop’s bookkeeping services
Bookkeeping Referrals for Accountants
As a trusted advisor to your clients, chances are some will ask you to refer them to an outsourced bookkeeper. You might be a bit uncomfortable doing that despite wanting to help their search. Backstop offers a range of bookkeeping services that you can feel comfortable referring to your clients.
11 Important Reasons to Refer Your Clients to Backstop
Refer a Sole Practitioner | Refer BACKSTOP |
| They may or may not work out and the client will doubt your judgement. | Our staff are already trained and working. If the individual doesn’t suit the client, we can swap them for another. |
| No sole practitioner is going to be too hard on themselves. | We regularly test our client’s opinion of our services so that we can catch any problems with service or staff quickly and remedy them. |
| Your clients have different needs that you have to shoehorn into one sole practitioner. | We can offer different staff for different needs. |
| You don’t want to be caught up supervising the bookkeeper for the client. | We manage the routine supervision. You retain control over the essential setup and tax and super roles; and charge your client accordingly. |
| Your client is growing but the bookkeeper is time limited due to other clients. | We scale up and down with your workload from time to time. Never any scaling problems. |
| The bookkeeper might have unexpected extended annual, sick or parental leave leaving your client unsupported. | We are able to fill in gaps caused by annual and sick leave with our larger staff pool. We can adjust our service to your workload at any time. |
| You may want to introduce in-house bookkeeping downstream but don’t want to disadvantage the bookkeeper by stealing their clients. | We understand your innovation and can phase out our services as you phase yours in. And we can stick around to help in-house as well. |
| You lose quality control and find yourself having loads more corrections to make (often uncharged) at tax time. | You retain direct control over any mission critical aspects of the engagement with your client. And we fill in the rest under your direction. |
| The bookkeeper may not be familiar with contemporary cloud-based systems making your oversight far harder. | We work only with Xero and its add-on ecosystem. |
| The bookkeeper will likely charge an hourly rate. This leaves a niggling worry about their productivity in the client’s mind and makes budgeting hard. | We will offer your client a fixed fee so they can budget and manage cashflow. |
| Once their work calendar is full, you (and maybe the client) are not too important to the bookkeeper. | We are keen to get more referrals from you so we will look after both your client’s and your interests. |
For a no-obligation discussion about how we can satisfy your referral needs, or to introduce your client to us, please email [email protected]