Send us your clients. We’ll make you look good.
Bookkeepers winding down, fractional CFOs, lenders, lawyers, and advisors: when a client needs done-for-you accounting with an accountant behind it, taxifi is a referral you do not have to worry about afterward.
CRA EFILE authorized · Every file reviewed by an accountant · Built in Ottawa, Canada
Why advisors refer to taxifi
Your clients land softly
A discovery call, a flat monthly price quoted live, and a handled transition. No long onboarding that reflects badly on the person who made the introduction.
The work holds up
Books current daily, every close reviewed and signed by an accountant, filings on time. You are not referring into a black box; you can see what the client gets.
You stay in the loop
With the client's permission, we work alongside their other advisors. Lenders get lender-ready statements. CFOs get clean books to plan from. Nobody gets cut out.
How it works
Step 1
Introduce us
A warm email intro or just send them the booking link. Tell us they are coming and from whom.
Step 2
We scope and quote
The standard discovery call: their flat monthly price, quoted live, plus catch-up scoping if their books are behind.
Step 3
You hear how it went
We close the loop with you, and with the client's permission, keep you informed as their advisor going forward.
Bookkeepers: retiring or refocusing?
If you are winding down a book of clients, we will take the whole transition off your plate: a respectful handoff, your clients' history preserved, and your reputation intact. You built those relationships; we treat them that way.
How the partnership works, including what is in it for you, is a short conversation. Reach out and we will walk you through it.