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Cecilio BooksBookkeeping
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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?

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

Become a partner

I reply personally within 24 hoursI never sell your info

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