Strategic Alliance Partners
Helping Business Owners Move From Unclear to Compliant — Together
At Clean Numbers Bookkeeping, we believe strong businesses are built through collaboration, clarity, and clean financial systems.
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We partner with trusted professionals who serve business owners at different stages — so together, we can guide clients toward confidence, compliance, and informed decision-making.
Why Partner With Clean Numbers Bookkeeping?
Your clients don’t just need bookkeeping — they need clarity around where they stand and what to do next.
We specialize in:
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Diagnosing financial messes without judgment
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Creating clean, compliant bookkeeping foundations
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Helping business owners understand what their numbers are telling them
When you refer a client to Clean Numbers, you’re sending them to a team that:
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Protects your reputation
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Communicates clearly
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Respects your client relationship
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Keeps you informed every step of the way
Step 1: Identify the Need
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You notice a client who is:
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Unsure about their financial position
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Behind or inconsistent with bookkeeping
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Preparing for taxes, funding, growth, or compliance
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Overwhelmed by financial admin
Step 2: Warm Introduction
You introduce your client to Clean Numbers Bookkeeping with a brief context:
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Business type
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Primary concern (behind, unsure, growing, etc.)
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Any time sensitivity (taxes, funding, deadlines)
Step 3: Compliance Check or SMART Review
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Every referred client starts with a Compliance Check and/or SMART Review, which allows us to:
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Assess the current state of their books
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Identify risks, gaps, and priorities
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Recommend the right next step — not a one-size-fits-all service.
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In more complex situations, a deeper paid diagnostic may be recommended so scope and solutions can be assessed accurately before any work begins.
This step ensures clients are placed into the correct service path, protecting both them and you.
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Step 4: Right-Fit Service Path
Based on the review, clients may move into:
One-Time Services (Foundation & Reset)
Designed to assess, clean, or prepare books for ongoing support:
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QBO Optimization & Monthly System Setup
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Catch-Up Bookkeeping
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Clean-Up Bookkeeping
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Once books are clean or properly set up, clients typically move into one of the following:
Start Right & Comply™ (SR&C)
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For new and budding entrepreneurs
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Quarterly bookkeeping
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Quarterly compliance-focused meetings
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Built to establish strong habits and awareness early
Gold Bookkeeping
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Monthly bookkeeping
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For growing businesses seeking clarity, consistency, and support
Platinum Bookkeeping
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High-touch, proactive bookkeeping
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Faster response times
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Deeper oversight and operational involvement
We guide clients intentionally — not automatically — into the level of support that fits their stage.
How Our Process Works
What Makes This Partnership Different
✔ Clear intake and assessment (no guessing)
✔ Transparent communication with partners
✔ Thoughtful service placement (not overselling)
✔ Compliance-aware approach
✔ Systems-first bookkeeping philosophy
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Our goal isn’t just “clean books” — it’s clean decision-making.
Accountants & CPAs
Why we refer:
Our clients need tax strategy, filing, and advisory support once their books are clean and current.
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What we look for:
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Proactive communication
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Appreciation for accurate, organized books
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Willingness to collaborate year-round (not just tax season)
Virtual Assistants & VA Agencies
Why we refer:Why we refer:
Many clients need operational support before or alongside bookkeeping.
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What we look for:
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Experience with business systems
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Willingness to coordinate workflows
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Respect for financial data and access controls
Business Coaches & Consultants
Why we refer:
Coaches help clients grow — and growth requires strong financial systems.
What we look for:
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Strategy grounded in real numbers
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Respect for financial capacity and cash flow
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Alignment between goals and financial reality
Coworking Spaces & Small Business Hubs
Why we refer:
Coworking spaces support entrepreneurs in their early and growth stages — and those businesses need clarity around cash flow, compliance, and financial systems.​
What we look for:
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A strong, supportive small business community
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Educational programming or business resources
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Alignment with responsible business growth
Web Designers & Digital Marketers
Why we refer:
Clients often need brand and lead-generation support to match their financial growth.
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What we look for:
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Transparent pricing
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Clear scope and deliverables
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Understanding of ROI and budget constraints
Payroll Providers & HR Services
Why we refer:
Payroll accuracy impacts books, compliance, and cash flow.
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What we look for:
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Seamless integrations
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Compliance-focused processes
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Clear timelines and reporting
Bankers, Lenders & Financial Institutions
Why we refer:
Clean books open doors to funding — but only when paired with the right lender.
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What we look for:
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Education-first approach
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Realistic underwriting guidance
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Respect for small business realities
Fractional CFOs & Financial Strategists
Why we refer:
They help business owners make higher-level decisions using financial data — but those decisions only work if the books are accurate.​
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What we look for:
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Strategy rooted in clean, reliable financial data
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Respect for cash flow realities
Clear boundaries between advisory and bookkeeping roles
How Referrals Work
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Warm introductions whenever possible
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Clear expectations set upfront
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Ongoing communication when clients overlap
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Mutual respect for roles and expertise
Why Partners Choose Clean Numbers
✔ Clear processes
✔ No client poaching
✔ Transparent communication
✔ Respect for your role
✔ Systems that protect your client relationships
Let’s Build a Strong Referral Relationship
We’re intentional about partnerships because your referrals reflect your credibility.
If you’re interested in:
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Supporting your clients with clean, compliant books
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Having a reliable bookkeeping partner
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Exploring co-education, workshops, or referral alignment
We’d love to connect.