“Can you just do my taxes too?”
Your client trusts you with their books. When they ask about taxes and you say no, you lose a valuable opportunity with them.
For bookkeeping firms
Your clients ask about taxes. Now you have an answer.
Bookkeepers can partner with a modern CPA firm that handles tax filing for their clients, and earn up to $100,000 a year in the partnership.
Do these sound familiar?
Every bookkeeper hits these moments. They do not have to be awkward anymore.
The CPA you refer them to is slow and expensive
You send your client to a CPA. They hear back after 6 weeks and get an extremely expensive quote. Now your client is frustrated.
You get nothing for the intro
You hand off a client you have worked with for years. The CPA collects $2,000, but there are no clear, structured incentives to you.
How it works.
Three steps and thirty seconds of your time. Your client is covered for the entire year.
- 01
Introduce your client
A warm intro by email, text, or our partner portal. That is all we need from you.
- 02
We handle everything
Document collection, tax prep, CPA review, filing, and year-round support. Your client is in expert hands.
- 03
Everyone wins
Your client gets a CPA who does not disappear. You look great for the referral, and you earn on every return.
What your clients get.
You are putting your reputation on the line. Here is exactly what we deliver to your clients.
Year-round CPA access
Not just April. Every month. Estimated payments, life events, questions about a 1099: they reach a real CPA anytime.
Upfront pricing, no surprises
Individual returns start at $195, business returns at $495. Clients know the price before we start. No hourly billing, no surprise invoices.
Filed in days, not weeks
AI handles the gruntwork. A licensed CPA reviews and signs every return. Most returns are done in under a week.
Unlimited tax questions
Your clients stop texting you about taxes. They text us instead. Every question answered by a CPA, included in the price.
Audit support included
If the IRS sends a notice, we handle the response. Every return we file, we stand behind. Your client is covered.
Bank-grade data security
Private infrastructure. Encrypted end-to-end. Never shared with third parties. IRS Publication 4557 compliant.
A free community where bookkeepers support each other.
Join our free Facebook community to swap advice, ask questions, and connect with bookkeepers who get it, while also getting help with AI and tech to modernize your practice.
Join the free Facebook communityFree, no partnership required
Three ways to partner.
Choose the model that fits your practice. Switch anytime.
White-label
You control the pricing and the relationship.
- Individual return cost
- Starts at $150
- Business return cost
- Starts at $450
- You charge your client
- Your own price
- Tax filing & advisory included
- You set the price. You keep the margin.
- Full year-round CPA access for your client
- You own the relationship completely
Referral
Refer a client and collect commissions.
- Year 1 commission
- 20%
- Years 2 & 3 commission
- 10%
- Years 4-10 commission
- 5%
- Effort required from you
- One intro
- Tax filing & advisory included
- We handle pricing, billing, and support
- Commissions paid within 30 days of filing
- Partner dashboard to track referrals
- No minimum volume required
Quick Start
Upsell tax advisory today.
- You pay Valim
- $50/mo per client
- You charge your client
- Your own price
- Unlimited tax advisory for your clients
- Live in minutes, nothing to set up
- You set the price and keep the margin
- Cancel anytime, no minimums
See your upside.
Move the slider to the number of clients you would send us in a year.
Revenue calculator · see your upside
25
- White-label / yr
- $25,000
- Referral / yr (Y1)
- $10,000
- Tax advisory / yr
- $15,000
Estimate only. White-label keeps ~$1,000 per client; referral is 20% of a $2,000 average return; advisory at $50/mo per client.
Valim vs. traditional CPA firms.
Valim is purpose built to overdeliver on clients' tax needs.
| Traditional CPA firms | Valim | |
|---|---|---|
| Ex-Big Four experience | Rare | Yes |
| Response time | Days to weeks | Under 24 hours |
| Filing time | 2 to 8 weeks | 0.5 to 2 weeks |
| Year-round CPA access | Billed hourly | Included with every return |
| Strategy & deductions | Varies, priced extra | Tailored, high-quality strategies for every return |
| CPA review & sign-off | Yes | Yes |
| Modern, unified portal | No | Yes |
| Price | Opaque, hourly billing | Transparent price calculator, upfront all-inclusive quotes |
| Transparency into returns | Varies, typically black boxed | Full visibility into every tax decision |
Trusted by bookkeepers nationwide.
“Your workpapers are extraordinary. I did not need to review anything else.”
“I say “actually, yes, let me connect you with our tax team” to clients now.”
“My clients love having year-round CPA access. They stopped asking me tax questions.”
“We white-label Valim across our whole book. Great margins.”
“The turnaround time is insanely good.”
“I send one quick intro and they usually take it from there. I get substantial commissions.”
“Advisory was a need my clients kept bringing up, glad to partner to solve for it.”
“I was initially nervous about handing off relationships I built for years. Once the ball got rolling, it’s on auto pilot now.”
“Commissions show up like clockwork.”
Free for bookkeepers
A stunning website that converts thrice as many clients, on us.
We will launch a brand-new or redesigned website for your practice. A stunning site that typically converts three times as many clients, completely free.
Sample: apollobk.comSign-up to be a Valim partner.
Fill out the form below and we will reach out within 24 hours to get you set up.
FAQs by our bookkeeping partners.
Do you have non-solicitation clauses?
Our partnership agreement includes a clear non-solicitation clause. We focus on taxes and will not offer bookkeeping services to your clients.
What if a return has issues or gets audited?
If the IRS sends a notice, our CPA team handles the response end-to-end. We stand behind every return we file.
Do I have to be involved after the intro?
One intro and that is it. We handle document collection, tax prep, client communication, filing, and year-round support. You are CC’d on key updates if you prefer.
How and when do I get paid?
White-label: you bill your client directly, so you collect immediately, then pay Valim our wholesale rate after filing. Referral: commission paid within 30 days of the return being filed and paid.
Is there a minimum number of referrals?
No minimums. You can start with one, see how your client likes the experience, then scale.