CPA & Tax professional partnerships | Ad Astra Tax Solution

At Ad Astra Tax Solutions, I help CPAs, Enrolled Agents, and tax professionals simplify their workload by delivering clean, reconciled, and organized books—so you can focus on strategic tax planning and client advisory work.

We understand that your time is valuable. Our role is to provide reliable, behind-the-scenes bookkeeping support that ensures your clients’ financial records are accurate, compliant, and ready for tax season.

We know how much time CPAs spend correcting client books or tracking down missing records. Our partnership program eliminates that frustration. When we handle the bookkeeping, you receive clean, accurate data that makes your tax preparation process faster and more efficient.

Benefits of partnering with us:

• Accurate, reconciled financials for every client
• Time savings during tax season and throughout the year
• Clear communication and secure document handling
• Year-round organization for improved client satisfaction
• Confidential, white-label-friendly support when needed

Our team provides the professional bookkeeping foundation that helps your clients—and your firm—thrive.

Ad Astra collaborates with:

• Certified Public Accountants (CPAs)
• Enrolled Agents (EAs)
• Tax preparers and consultants
• Accounting and virtual CFO firms

We understand your clients’ industries, challenges, and compliance requirements. Whether you serve contractors, real estate agents, therapists, or other small business owners, our systems and processes are designed to adapt seamlessly to your needs.

We offer flexible partnership structures to fit your firm’s workflow:

Referral Partnership
You refer clients who need bookkeeping support. We handle the day-to-day bookkeeping, clean-up, and reporting, while you remain their primary tax advisor.

White Label Support
We work behind the scenes under your firm’s name, delivering bookkeeping services directly to your clients as part of your existing brand.

Collaborative Partnership
We work alongside your firm year-round to manage bookkeeping, reconciliation, and financial reporting—ensuring your clients are always tax-ready and organized.

Note: We comply with California guidelines regarding CPA compensation. Referral fees are not offered, but mutual referral and collaboration partnerships are fully supported.

We provide a full suite of services tailored to support accounting professionals and their clients, including:

• Monthly and quarterly bookkeeping
• Year-end reconciliation and review
• Catch-up and clean-up bookkeeping
• Forensic bookkeeping for discrepancies or audits
• Tax-ready financial statements (Profit & Loss, Balance Sheet, General Ledger)
• 1099 preparation and contractor tracking
• Payroll setup and reporting support

Our goal is to make your firm more efficient by ensuring every client’s books are in order before they reach your desk.

Step 1: Connect
We begin with a discovery call to understand your firm’s needs and your preferred client workflow.

Step 2: Collaborate
We establish communication channels, reporting systems, and shared document processes that align with your firm’s standards. You will fill out the client hand-off form which details your client's needs.

Step 3: Deliver
We handle the bookkeeping and deliver accurate, reconciled financials ready for your review.

Step 4: Grow Together
With cleaner data and consistent collaboration, your firm gains time, efficiency, and the ability to serve more clients effectively.

Our work goes beyond bookkeeping—I provide structure, transparency, and professionalism that reflects positively on your firm.

The Ad Astra Difference:

• Commitment to accuracy and confidentiality
• Clear and consistent communication
• Reliable delivery of tax-ready financials
• Expertise in multiple industries
• A true partnership approach, not just outsourced work

When we manage your clients’ bookkeeping, you can focus on the high-value advisory and tax planning work that grows your practice.

We’re dedicated to building strong, lasting relationships with accounting professionals who value accuracy, trust, and efficiency.

If you’re ready to discuss partnership opportunities or explore how Ad Astra Tax Solutions can support your firm, we invite you to schedule a consultation.