California CPA Partner – Strategic Referral & Tax Preparation Partnership

We are a growing bookkeeping and accounting firm seeking a licensed California CPA (individual or CPA firm) to establish a long-term strategic alliance. This is not an employment opportunity but a collaborative relationship between two independent businesses that complement one another's services. As one of our Independent CPA Partners, you'll receive qualified client referrals, professional marketing exposure through our website, and the opportunity to grow your practice while providing clients with trusted CPA services. In return, we seek a CPA who values collaboration and is willing to recommend our firm for ongoing bookkeeping and accounting services when appropriate. About the Partnership Our firm specializes in bookkeeping, accounting support, payroll, and advisory services. When clients request services that require a CPA, we introduce them to one of our trusted Independent CPA Partners. Likewise, we are looking for a CPA who understands the value of ongoing bookkeeping and is willing to recommend our firm when business clients require monthly accounting support. Together, we aim to provide clients with a seamless experience while each firm remains fully independent and focused on its area of expertise. How the Partnership Works We refer individuals and businesses seeking CPA services directly to you. You operate as an independent CPA and engage clients under your own engagement letters. You establish your own pricing, billing, and scope of services. Business and corporate clients who would benefit from ongoing bookkeeping are encouraged to engage our firm for monthly accounting services. Each firm invoices clients independently for its respective services. We collaborate professionally to ensure clients receive coordinated bookkeeping and tax support. What We Provide Qualified referrals from individuals and businesses seeking CPA services. Marketing exposure through our website as one of our featured Independent CPA Partners, including a professional profile highlighting your firm, areas of expertise, and contact information. https://nttaxgroup.com Opportunities to build long-term client relationships through coordinated bookkeeping and tax services. A collaborative relationship with a growing accounting firm committed to providing clients with comprehensive financial solutions. Ongoing cross-referral opportunities where appropriate, allowing each firm to focus on its area of expertise while delivering exceptional client service. Ideal Candidate Active California CPA license in good standing. Experience serving individuals, small businesses, LLCs, S Corporations, and C Corporations. Strong communication and client service skills. Values long-term professional relationships and collaboration. Comfortable working alongside an independent bookkeeping and accounting firm. Why Partner With Us? Our goal is to build long-term relationships, not simply exchange referrals. By combining our bookkeeping and accounting expertise with your CPA services, we can offer clients a more complete financial solution while allowing each firm to focus on what it does best. Clients benefit from a coordinated team of professionals, while both firms have the opportunity to expand their client base and strengthen long-term recurring relationships. Important Information This opportunity is a strategic alliance between two independent businesses. You will remain an independent CPA and will contract directly with clients for all CPA services under your own engagement agreements. Our firm provides bookkeeping, accounting support, payroll, and advisory services, while CPA services are provided exclusively by our independent CPA Partners. If you're interested in building a mutually beneficial relationship that helps both firms grow while providing outstanding service to clients, we'd love to discuss how we can work together.