CPA Support Services

TYPES OF REFERRALS YOUR CPA FIRM
CAN MAKE TO GROWTHFORCE

1) Outsourced Bookkeeping Referral

You have certain clients that need a better handle on their bookkeeping and you believe they are good fit for our outsourced bookkeeping services.

2) Clean Up This Mess Referral

You have clients whose books and systems are just a total mess – Bring us in and let us get them back on track… and then we'll keep them on track with our outsourced bookkeeping and financial services.

3) System Design & Optimization Referral

If you do QuickBooks System design, now you can have a resource for complex system integration projects, advanced systems design beyond your staff’s core competency. For example integrate with leading inventory or POS systems and any other system where financial data exists in electronic form.

4) Get Out of the Bookkeeping Business Referral

You believe our outsourced bookkeeping and finance solutions are right for your clients and you’d rather not be in the bookkeeping business at all anymore. You do want to maintain your relationship for advisory services, taxes and C.F.O. services. We can make it financially worthwhile to transition your bookkeeping clients to us.
We can take over your entire book of business…

5) QuickBooks Training Referral

We'll train your clients to use QuickBooks correctly so they provide you with clean numbers the first time. These clients have competent in-house staff, they just need the tools and be trained in how to use them.

Which of Your Clients are a Good Match for GrowthForce Services?

They should be on QuickBooks or willing to move to QuickBooks

Bookkeeping and financial staffing issues – turnover, incompetence, rapid growth, potential for embezzlement

They should have revenues of at least $1MM or real potential to get there

They’re currently not getting the financial statements that they need to run their business and make intelligent decisions.

They need to have more timely or accurate financial information

Only one person doing the books – no separation of duties and weak internal controls

GrowthForce is not a CPA firm

GrowthForce - Outsourced Bookkeeping & Controller Services, QuickBooks & QuickBase System Design

“I love having a whole finance department take care of everything for less than the price of a bookkeeper.”
Jennifer Schafer, Publisher, Premier Bride Magazine
“GrowthForce documents our procedures and we no longer are concerned about turn-over and training a new bookkeeper.”
Steve Winter, CEO, Ergos Technology
"GrowthForce gives me a whole finance department for less than I paid my office manager. It’s a no-brainer.”
BJ Farmer, CEO, CITOC
"With GrowthForce’s weekly reports, I am on top of my cash flow and the health of my business like never before. ”
Mike Eyre, Managing Partner, Apollo Sales Group
"I actually look forward to our monthly call to review my financial statements. It is much, much easier to deal with my books now.”
Mike Eyre, Managing Partner, Apollo Sales Group