Referrals
Refer a client with confidence
For CPAs, attorneys and fellow professionals who want their clients to have clean, dependable books.
Partner with Grotti Bookkeeping
A bookkeeper your clients will thank you for
I partner with professionals who care about their clients’ financial health. When you refer a client to me, they get owner-led, confidential service from a certified Intuit ProAdvisor, and you get books that are clean and ready when you need them.
Who makes a great referral
- Small businesses with fewer than 25 employees
- Health and allied health professionals
- Women-, minority- and veteran-owned businesses
- Businesses on QuickBooks Online, or ready to move to it
- Owners who need payroll handled or overseen
How to refer
Three simple steps
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01
Send a 3-way email
Introduce me to your client in one email, copying us both. A sentence about their business is plenty.
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02
I reach out to your client
I contact your client within 1 business day and offer a free, no-obligation consultation.
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03
I close the loop
You hear back from me after the introduction, so you always know your client is in good hands.
Alignable Recommendations
Trusted by fellow professionals
Looking for the services of a Bookkeeper that provides remote, online bookkeeping and payroll services? Connect with Lydia Grotti at Grotti Bookkeeping located in Dallas, TX. She has the experience! Lydia specializes in providing veteran-owned, minority-owned, and women-owned businesses Bookkeeping and Payroll Services across all industries.
Lydia is a godsend! Wonderful Spirit and very knowledgeable of her craft! If you need someone to keep your books and keep them right, she is the one! If you need payroll services and wise financial advice I urge you to contact her, yesterday!! Grotti Bookkeeping helps you to get your finances right, so your future will be bright!
Send an introduction
Refer a client
Prefer a form to an email? Share a few details and I’ll take it from there.
