Are you a Business Advisor or trusted professional for businesses?
We have a partnership program designed for you to continue driving value to your clients.
Dedicated Back Office for your clients
Valuable tax & Accounting services to drive more value for your clients
mutual referrals & more revenue for your business
As a CPA tax and accounting business, many of our clients are looking for your services. We'd love to refer our clients to the best financial services, banking, law, financial advisory partners, and more.
Steps to how we work
1.
Schedule Chat
Schedule a chat with our partner manager and review a mutual partnership structure.
2.
Referrals
As you send referrals our way, we'll also send referrals to your business.
3.
Client Experience
We'll take care of everything from there after you refer clients via email, meetings, or phone.
Here’s our Awesome Team
We focus on delivering the best outcome for every clients. Our team & HR partners become your trusted advisors and partners, steering you in the right direction and offering the highest quality Payroll & HR services.
Serena Do, CPA
Managing Partner
Steve Rutherford, CPA
Advisor
Kouri H., CPA
Accountant
Fawn W., CPA
Accountant
Become a Valuable Partner Today!
Schedule Partner Chat
As a business owner, dealing with sales, marketing, finance, managing staff, clients, vendors, suppliers, lawyers, bankers, IT, and more, means I have little time for anything else. SDO CPA takes care of all my payroll, HR, tax, and bookkeeping so I don't have to hire a full-time office manager and can feel at peace knowing I'm doing the right things in my operations.
Sarah P. ● Business Owner
Contact us
Open hours
Monday - Friday : 9 am - 5 pm
Location
606 W Wheatland Rd # 103, Duncanville, Texas, 75116
We service Duncanville, Cedar Hill, DeSoto, Dallas, Grand Prairie, and clients all over the USA virtually.
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