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.

 Let's chat 

Dedicated Back Office for your clients

Dedicated bookkeeper at SDO CPA
Valuable tax & Accounting services to drive more value for your clients
  • Bookkeeping
  • Fractional CFO and Advisory
  • Human Resource Solutions
  • Payroll and Merchant Processing
  • Invoice and Expense Management
  • Tax Planning and Consulting Services
  • Tax Filing for Business and Personal

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.

Financial Reporting for Small Businesses

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 in Dallas, Texas
Serena Do, CPA

Managing Partner

Steven Rutherford CPA
Steve Rutherford, CPA

Advisor

You for this role?
Kouri H., CPA

Accountant

Fawn Walker Accountant at SDO CPA
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

214 S Main St, Suite 101C, Duncanville, Texas, 75116, US

We service Duncanville, Cedar Hill, DeSoto, Dallas, Grand Prairie, and clients all over the USA virtually.

Contact

Call/Text: 972-296-0981

Send us a message