For CPAs & TAX PROFESSIONALS
Your clients' books.
Ready before
you need them.
Anthem Accounting handles the ongoing bookkeeping and back office work - so your clients arrive at tax time organized, reconciled, and ready to file. No cleanup. No extension. No surprises.
THE PARTNERSHIP
We handle the books.
You handle taxes.
Anthem Accounting is a boutique bookkeeping and back office firm - not a tax practice. We don't prepare returns, and we don't want to. We specialize in what happens before tax season so that when it arrives, your clients are actually prepared.
With 15+ years of hands-on experience working with small businesses, we give your clients financial clarity all year long - and hand you clean, organized, tax-ready books when it matters most.
No overlap. No competition. Clean collaboration.
TAX-READY BOOKS
Reconciled, categorized, and organized specifically with your tax prep workflow in mind. Your clients don't show up with a shoebox.
FINANCIAL CLARITY FOR CLIENTS
Clients understand where their money is going and how they're making it - month to month, not just at year end. Better-informed clients make your conversations easier
NO LANE CROSSING
We coordinate with you, not around you. Tax strategy, returns, and planning stay entirely in your hands.
YOUR REFERRAL REFLECTS ON YOU
When you send a client to Anthem, we treat them with the same professionalism and care you would. Your reputation is safe with us.
THE PROCESS
Simple from
day one.
Once you refer a client to Anthem, the process is designed to be effortless on your end. You make the introduction - we handle everything from there.
01.
YOU CONNECT US
A simple email introduction or referral is all it takes. We reach out to your client directly and take it from there.
02.
WE ONBOARD THEM
Discovery call, books assessment, and a clear scope of work. Your client knows exactly what to expect.
03.
WE KEEP BOOKS MONTHLY
Ongoing reconciliation, categorization, and reporting - every month, without you having to chase anyone.
04.
YOU GET CLEAN BOOKS
At tax time, your client arrives organized and ready. We coordinate directly with you to hand off everything you need.
LET'S TALK
Ready to build a referral relationship?
Fill out the form and I'll follow up within one business day. From there, we'll schedule a quick call to get acquainted - no pressure, no pitch. Just two professionals seeing if it's a good fit.
"My goal is to make your clients easier to serve at tax time - and to make you look great for sending them my way."
- Mary Nattress, Founder
