TAX COMPLIANCE PARTNERS

We focus our resources on ensuring books are set up correctly and maintained accurately throughout the year. This proactive approach benefits everyone involved. Business owners gain access to reliable, real-time financial data that supports better decision-making year-round—not just at year-end. It also allows tax strategies to be identified and applied proactively, rather than reactively, once the books are closed.

For CPAs and EAs, this upstream focus means receiving cleaner, more consistent records, fewer last-minute corrections, and a stronger foundation for compliance and planning work. By concentrating on financial readiness, we support the tax process without competing with it.

Who We Work With

We work best with:

Solo CPAs and EAs
Small or short-staffed firms
Practitioners managing high client volume
Tax professionals who want a trusted referral partner without the risk of rework or reputational strain

Our goal is simple: to make your job easier while protecting your client relationships.

Why Us vs. Non-Credentialed Providers

While many bookkeepers offer transactional support, our work is grounded in professional standards, peer-level understanding, and advanced system expertise.

Credentialed, Peer-to-Peer Collaboration

We are credentialed professionals who understand tax workflows, practitioner expectations, and compliance considerations—making collaboration efficient and reliable.

Advanced QuickBooks Online Expertise

We work extensively with complex QuickBooks Online environments, including cleanup, setup, and support that require more than basic bookkeeping knowledge.

Tax-Ready, Not Just “Balanced” Books

Our focus goes beyond reconciliation. We prioritize consistency, accuracy, and structure so financial data supports both compliance and planning.

Professional Judgment & Accountability

We apply structured processes and professional judgment shaped by years of hands-on experience, reducing rework and minimizing downstream issues during tax season.

Core Partner Services

Cleanup (Existing QBO Accounts)

For clients with disorganized or inconsistent records, we provide transaction-level cleanup to bring the books back into balance. Our approach focuses on accuracy, proper categorization, and reconciling discrepancies so year-end reporting is smoother and tax preparation is less time-consuming.

Setup & Migration (New QBO Accounts)

For clients who need a fresh start, we handle QuickBooks Online setup and migrations—ensuring historical data is organized correctly and that the chart of accounts and workflows align with tax reporting needs from day one.

Proactive Subscription Support (Year-Round Accuracy)

We offer ongoing accounting subscription designed to keep financial records accurate and balanced throughout the year—not just at tax time. With reliable data maintained in real time, business owners are better equipped to make informed decisions, and CPAs and EAs receive cleaner, more consistent information when it matters most.

Training & Financial Workflow Support

When time or capacity is limited, we provide training to help business owners understand basic workflows and how to use their financial statements effectively. This reduces confusion, minimizes follow-up questions during tax season, and helps clients show up better prepared.

Referral Workflow

We keep referrals simple and low-friction.

CPAs and EAs can refer clients by sending a brief email or making an introduction to partners@yvonnesullivancpa.com.

To help us move efficiently, the referral email should include the client's:

Business name
Business owner’s name
Email address
Phone number
Service requested

When a client is referred by a CPA or EA, we begin the engagement directly at the appropriate service level (such as cleanup or setup). The standalone diagnostic step is not part of referred engagements.

From there, we handle intake, confirm scope, and guide the client through next steps—while keeping you informed as appropriate.

To protect your client relationships and the quality of our work, we follow a defined intake process. Practitioners are encouraged to review our Client Profile to understand the types of businesses, systems, and operating models we support.

→ View Client Profile

Feel free to schedule a 30-minute meeting with us HERE if you have additional questions or concerns.

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