ExecWing for bookkeeping firms.
Bookkeepers whose clients need AP/AR, admin or extra hands at month-end. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Your clients need more than you're engaged to do: chasing receipts, paying bills, sending invoices, answering vendors. A dedicated assistant handles that work under your client's direction, so you keep the books and they keep their evenings.
What your clients usually hand off
- Receipt and document collection before you close the month
- Bill entry, payment runs prepared for approval and vendor questions
- Invoicing and polite collections follow-up
- Admin work the owner does at night
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How bookkeeping firms work with us
- Introduce clients who need day-to-day finance admin
- Agree who does what: you keep the books, the assistant handles the inputs
- Add capacity to your own firm with a dedicated bookkeeper
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from bookkeeping firms
Will an ExecWing bookkeeper compete with my firm?
We don't approach your clients for the work you do. When you refer a client, we agree the split of tasks with you and the client up front.
Which software do your bookkeepers use?
QuickBooks Online and Xero most often, plus the bill-pay and receipt tools your clients already use.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.