Accounting & Bookkeeping & Small Business Forum

[Chrislyn]

Has anyone had any experience obtaining overflow work from their local CPAs and Accountants? The area I live in has a large number of CPAs and Accounting services (8 pages in the phone book, 2 lines per name, font size 8 with few ads on those pages). I am wanting to get started marketing and thought that maybe making myself available for overflow from established services would be a way to go. (Perhaps even get referrals from business they turn away).

[Marea]

I would like information too on how to go about introducing myself to generate additional income.

[onmyown]

A good way to start is to for instance introduce yourself to a CA or CPA firm, and indicate that you are starting a bookkeeping/accounting service but do not do taxes, even if you do. Tell them that you can refer those clients to you and THEN tell them if they have some overflow work to sub-contact out.

The former, about the taxes will get their interest.

You can do the same with a Payroll service company. Tell them you don't do payroll and they may have clients who need a bookkeeper.

[Richard Noot]

Because of new restrictions placed on CPAs in contracting out work, I find it easier to work with other professionals that do not have the requirements placed on them in contracting out work to a third party.

[bottomline]

Richard Noot wrote: Because of new restrictions placed on CPAs in contracting out work, I find it easier to work with other professionals that do not have the requirements placed on them in contracting out work to a third party.

I have CPA offices referring me to clients they dont' have time to take, don't want, or are too small for them. This is does not fall under third party contracting as I do not work for the CPA. They simply refer me to clients. This works well if you introduce yourself to the CPA. However, be sure to prove your knowledge, skills and value. The CPA would probably not refer clients to a "new" bookkeeper. They have a reputation to uphold and want to make sure if they refer someone to you, you will take care of them and handle to books properly.

[bottomline]

bottomline wrote: Richard Noot wrote: Because of new restrictions placed on CPAs in contracting out work, I find it easier to work with other professionals that do not have the requirements placed on them in contracting out work to a third party.

I have CPA offices referring me to clients they dont' have time to take, don't want, or are too small for them. This is does not fall under third party contracting as I do not work for the CPA. They simply refer me to clients. This works well if you introduce yourself to the CPA. However, be sure to prove your knowledge, skills and value. The CPA would probably not refer clients to a "new" bookkeeper. They have a reputation to uphold and want to make sure if they refer someone to you, you will take care of them and handle to books properly.

One way to prove your knowledge is to ask them to give you a test. You'd be surprised how many so-called bookkeepers fail these tests.

[Richard Noot]

bottomline wrote: Richard Noot wrote: Because of new restrictions placed on CPAs in contracting out work, I find it easier to work with other professionals that do not have the requirements placed on them in contracting out work to a third party.

I have CPA offices referring me to clients they dont' have time to take, don't want, or are too small for them. This is does not fall under third party contracting as I do not work for the CPA. They simply refer me to clients. This works well if you introduce yourself to the CPA. However, be sure to prove your knowledge, skills and value. The CPA would probably not refer clients to a "new" bookkeeper. They have a reputation to uphold and want to make sure if they refer someone to you, you will take care of them and handle to books properly.


It makes no difference if they work for you or not. They are still respnsible for the kind of work you do as long as they maintain the client relationship.

[bottomline]

Richard Noot wrote:

It makes no difference if they work for you or not. They are still respnsible for the kind of work you do as long as they maintain the client relationship.


I do believe I covered that in my post. Although, they are not "responsible" for the work you do if you are not "sub-contracted" by them or on their payroll. Yet, they do have a reputation to uphold and would look bad if they referred someone who didn't know what they were doing....but then again, I already covered that.

[Richard Noot]

bottomline wrote: Richard Noot wrote:

It makes no difference if they work for you or not. They are still respnsible for the kind of work you do as long as they maintain the client relationship.


I do believe I covered that in my post. Although, they are not "responsible" for the work you do if you are not "sub-contracted" by them or on their payroll. Yet, they do have a reputation to uphold and would look bad if they referred someone who didn't know what they were doing....but then again, I already covered that.

I was simply clarifying an error on your original post. Thanks for restating

[bottomline]

Richard Noot wrote: bottomline wrote: Richard Noot wrote:

It makes no difference if they work for you or not. They are still respnsible for the kind of work you do as long as they maintain the client relationship.


I do believe I covered that in my post. Although, they are not "responsible" for the work you do if you are not "sub-contracted" by them or on their payroll. Yet, they do have a reputation to uphold and would look bad if they referred someone who didn't know what they were doing....but then again, I already covered that.

I was simply clarifying an error on your original post. Thanks for restating

LOL and that error was?