Your Business Accelerator since 2006

For CPAs & Financial Advisors

Reliable books make you look good.
We deliver reliable books.

KPI Direct is the outsourced bookkeeping and management-accounting partner for CPAs and financial advisors — so your clients’ numbers are clean, current, and decision-ready. We never compete for your tax or wealth work.

Become a Referral Partner See how it works

QuickBooks Online specialists · 100% onshore · Maine-based since 2006

The problem we solve for you

You don’t want to run a bookkeeping department — and you shouldn’t have to.

The pain you know

Clients hand you messy QuickBooks, and tax season becomes a cleanup project. Advisory conversations stall because the numbers underneath can’t be trusted.

The bookkeeping has to be right before your work can even begin — but it isn’t your job to do it.

The promise we make

Refer that work to us. Your clients get accurate, current books all year; you get a dependable partner who makes your job easier and your clients happier.

And we stay in our lane — on purpose. Your client stays yours.

We stay in our lane

What we do — and what we never touch

We’re MBA-led finance operators, not a CPA firm. We run the bookkeeping; we partner with you at tax and planning time.

✓ We do
  • Bookkeeping & management accounting on QuickBooks Online
  • Monthly reporting and KPI dashboards
  • Keep your clients’ books clean, current, and decision-ready
  • Coordinate a clean, CPA-ready books-to-tax hand-off
  • Send our clients to you when they need tax or wealth work
✕ We don’t
  • Prepare income-tax returns
  • Compete for your tax engagements
  • Provide investment or wealth-management advice
  • Try to take your client relationship
We stay in our lane — on purpose.
How it works

Effortless to start. Steady from there.

1

Introduce us

A warm intro or a quick call — we make it effortless. No paperwork on your end.

2

We take it from here

Onboarding, cleanup, and a steady monthly cadence — with you kept in the loop as much, or as little, as you want.

3

Everyone wins

Your client gets books they can trust; you get easier engagements; and when our clients need a CPA or advisor, we send them to you.

⇆

A two-way street

This isn’t a one-way referral pipe. Our growing-business clients regularly need a great CPA for tax or a trusted advisor for wealth and planning — and we refer them to the partners who take good care of our shared clients. Good work flows both ways.

You’ve earned the right to expect this

A partner CPAs and advisors already trust

Our partner channel isn’t theoretical — it’s how much of our practice was built.

20+
clients referred to us by CPAs & advisors — and retained
Since 2006
serving Maine businesses
3×
Inc. 5000 honoree
100%
onshore, team-based delivery
Common questions

What partners ask us first

Will you try to take my client’s tax work?
No. We don’t prepare income-tax returns. Bookkeeping and management accounting is all we do — keeping the books your work depends on.
What if my client uses something other than QuickBooks Online?
QuickBooks Online is our specialty and where we do our best work. Reach out and we’ll tell you honestly whether we’re the right fit.
How involved do I have to be?
As much or as little as you like. Some partners hand off entirely; others want a monthly heads-up. Your call.
Is there a referral fee?
We keep it simple: no fees — just reciprocal referrals and great work. Your client is well cared for, and good work flows both ways.
Become a referral partner

Let’s make your clients’ books something you can rely on.

A lot of firms are fielding “should I just let the AI do it?” questions right now. We’d love to compare notes — and explore whether a referral relationship makes sense in both directions.

Become a Referral Partner