Bookkeeping for accountants, firms, and referral partners

I keep the books. No tax prep, no advisory. Firms hand me the monthly work and keep their clients; referral partners send me the bookkeeping they'd rather not take on.

Become a partner

I do bookkeeping only. I never compete for your tax or advisory work.

QuickBooks-certified ProAdvisor

Why partner with Cecilio Books?

Your tax work stays yours

I never touch tax prep or advisory. You keep the client, and you keep the tax and advisory revenue.

I work under your name

Your clients see your firm. I run the books behind the scenes and stay out of sight.

QuickBooks-certified

I'm a certified QuickBooks ProAdvisor, based in the US, handling small-business books across every state.

The same books, every month

Categorized, reconciled, and delivered on a schedule you can plan around.

Everything I handle for your clients

I keep your clients' books clean, current, and ready for tax season, so your firm can focus on the tax and advisory work.

Monthly bookkeeping

Transactions categorized, accounts reconciled, statements delivered every month.

Statements deliveredBy the 15th

Every accountMatched to the bank

Cleanup & catch-up

Months or years behind? I reconcile the backlog and bring the books current.

The backlogBrought current

Every accountReconciled

QuickBooks setup

Bank feeds linked, chart of accounts configured, ready to run from day one.

Bank feedsLinked

Chart of accountsReady

Financial statements

P&L, balance sheet, and cash-flow your clients (and you) can actually read.

Profit and lossReady

Balance sheetDelivered

Two ways to work together

Whether you send me the books or send me the client, I stay bookkeeping-only.

White-label bookkeeping for CPAs and firms

Hand me the bookkeeping you'd rather not staff for. You keep the client, and you keep the tax and advisory revenue.

Monthly categorization, reconciliation & statements
Books arrive ready for tax season
You stay the point of contact; I stay invisible

Talk to me about white-labeling

Your firmStays the name

The booksWhite-label

Monthly closeOn schedule

Send or receive referrals for referral partners

Send me a business that needs bookkeeping. When one of my clients needs a CPA or tax help, I send them your way.

A quick intro is all it takes, and I handle it from there
When my clients need a CPA, they hear about you
No exclusivity, no minimums

Start a referral partnership

A client to placeMatched

Needs a CPASent your way

Both sidesNo fee