KFTCDA · The Software Checkup
For accountants and bookkeepers
You see every software charge your clients pay. When one of them is paying for a pile of tools, you can send them to me. I go through every charge, tell them what to keep, cut, downgrade or build, and I never touch their accounting or payroll.
When to refer a client
Either of these is enough:
They have 10 or more software lines.
Ten or more recurring software charges on their card or bank statements, in the books you already keep.
They complain about vendor prices.
A renewal that jumped, a plan they were moved onto, or seats they pay for and nobody uses.
The guarantee below applies at about $750 a month or more in software spend. For a client under that, a free scoping call is the honest answer, and I will say so.
What your client gets
A fixed price, and a guarantee.
If I don't find at least $1,000 a year you can save without building anything, you get the fee back in full. That includes finding that your setup is already right.
A report they can check.
An inventory of every recurring software charge, a decision per tool with the rule behind it, quick cuts with steps, and a 12-month renewal calendar. Written report 5 business days after I have access, then a 45-minute walkthrough call with whoever signs.
Nobody touching the books.
I never touch accounting or payroll. Your client keeps their accounting and payroll software and you keep your role. Access is read-only where possible, and I never ask for passwords.
No obligation to build.
Most businesses need to cut seats and change plans, not build anything. If keeping what they have is the better deal, I tell them.
What you earn
The terms are in a written referral agreement. In short:
$100 per paid Checkup.
A flat $100 each time a client you referred books a Software Checkup within the agreement's introduction period and pays for it in full. The Checkup is $999, or $499 until December 31, 2026.
10% on builds.
10% of the fees on a Build or Transform your client signs, paid after each invoice is paid in full. A Fix, upkeep and a website plan earn no percentage.
Or pass it on to your client.
If your professional rules say you shouldn't take a fee, or you'd rather not, you can ask for the $100 or the percentage to be applied to your client's invoice as a discount instead. That needs my written agreement, as the agreement says.
Disclose the fee to your client before they sign; the agreement requires it. Some professional codes of conduct limit or forbid commissions, so check yours, or ask for the discount route. This isn't legal advice.
How a referral works
Step 1
You introduce
Email me the introduction. I confirm or decline it in writing.
Step 2
I scope it
A free 30-minute call with your client, or a Software Checkup booked directly.
Step 3
They pay me
Your client pays me directly, on my invoice.
Step 4
You are paid
Within 30 days of me receiving payment in full, with a short statement.
Have a client in mind?
Tell me what you’ve noticed, without the client’s name if you prefer. I read every message myself and reply within 24 hours. The agreement is a template you can read first.