Your clients' books stay clean between tax seasons.
You handle tax prep. We handle the other 11 months. A partnership that gives your contractor clients the financial management they need, without adding to your workload.
Your clients need monthly financial management. You don't have the bandwidth to deliver it.
Most CPAs serving trade contractors know the pattern: the client shows up at tax time with a year's worth of uncategorized transactions, missing invoices, and no idea how their jobs performed financially.
You spend the first weeks of every engagement reconstructing what happened instead of optimizing what comes next. Jobcard Financial eliminates that cycle by managing the monthly close, job costing, and financial reporting throughout the year.
What you and your clients get
Cleaner books at tax time
When your contractor clients' books are managed monthly, year-end is a reconciliation, not a reconstruction. Less cleanup for you. Faster turnaround for them.
Revenue share on referrals
Earn a recurring revenue share on every client you refer who engages with Jobcard Financial. This is passive income for work you were already doing: advising your clients to get their books in order.
Your clients stay engaged
Monthly reporting keeps your clients connected to their financials year-round. They're not showing up in March having ignored their business for 11 months. They arrive informed.
We never touch tax prep
Your tax relationship is yours. Period. We handle monthly bookkeeping, controller services, and financial reporting. When tax season comes, we hand your firm clean, organized books. That's the boundary.
The referral process
You identify a client who needs financial management
Contractor whose books are messy, reporting is inconsistent, and no one is managing the financials between tax seasons. Sound familiar?
Warm introduction to Jobcard Financial
We handle the intake from there. Your client gets a complimentary Back Office Assessment, which gives them (and you) a clear picture of where they stand.
Client onboards in 48 hours
We connect to their QuickBooks, map the chart of accounts, and start the first monthly close. No disruption to your existing engagement.
You receive clean books at tax time
Every month, the books are closed and reconciled. When your firm starts tax prep, the financials are current, categorized, and ready to go.
Partnership questions
What types of clients should I refer?
Trade contractors (HVAC, plumbing, electrical, restoration, landscaping, etc.) on QuickBooks Online. The best candidates are clients whose books are consistently behind, who have no job-level profitability visibility, or who you wish had a controller handling things between tax seasons.
How does the revenue share work?
You earn a percentage of the monthly retainer for every referred client who engages with us. The share is recurring for the duration of the client relationship. Specifics are covered in our partnership agreement.
Will Jobcard Financial try to upsell my clients on tax services?
No. We do not offer tax preparation, tax planning, or any tax advisory services. Your tax relationship is completely protected. We are a monthly financial management and reporting service. That's it.
Do I get visibility into my referred clients' financials?
Only with the client's consent. If your client authorizes it, we can include you on the monthly reporting distribution. Many CPAs find this helpful for staying informed between tax seasons.
How do I get started?
Fill out the partner interest form below, or reach out to us directly. We'll set up a 20-minute call to walk through the partnership terms and answer any questions.
Prefer to reach out directly? Email us at info@jobcardfinancial.com
Partner interest form
Fill this out and we'll reach out within 24 hours to set up a quick intro call.