For CPA & Accounting Firms
Outsource BOI Reports.
Collect Passive Income.
Eliminate Extra Work & Risk.
Accounting firms & CPAs outsource their client's Beneficial Ownership reports with us. Help your clients get compliant and generate passive income for your firm.
Over 3,000 outsourced BOI reports filed
Why Outsource Your Client's BOI Reports?
100% Hands-Off For You
Focus your valuable time on your firm’s core tasks while we manage all aspects of your clients' BOI reporting. Enjoy a truly hands-off experience with no extra work or time required from you.
Collect Passive Income
Our revenue share program offers the industry's most generous compensation, allowing you to stop trading time for dollars. Simply refer your clients and earn
Avoid Legal Risk
Insurance carriers like CAMICO and AON warn CPAs that filing BOI reports for clients may be seen as practicing law without a license. Outsourcing with us removes this risk and protects your firm from liability.
Take Care of Your Clients & Your Firm
k
47
$
Average revenue generated per accounting firm.
105
+
Accounting firms partnered with us nationwide.
500
Average work hours saved per accounting firm.
How it Works ?
Our outsourcing process requires zero work from you. We do all the heavy lifting, ensuring stress-free compliance for you clients.
1
Send an email to your clients.
We will provide you with your firm's exclusive filing link to share directly with clients via email. This link grants clients access to our secure filing platform, simplifying the entire process.
2
We file your client's BOI report.
We guide clients through every step of the filing process, from determining if their company is required to file , to the successful submission of their BOI report to FinCEN.
3
You collect passive income.
Partners who opt into our revenue-sharing structure receive their share at the end of each month, ensuring a seamless and timely compensation process.
About Us
Joseph & Bryant LLC is a Denver-based consulting firm specializing in assisting accountants and CPAs by filing BOI reports for their clients. Our team, composed of former accountants & consultants brings decades of extensive business knowledge.
We recognize that the new Beneficial Ownership reporting requirements have placed significant stress on CPAs and accounting firms. While these trusted advisors are dedicated to ensuring their clients remain compliant and well taken care of, the added workload and potential legal risks associated with filing these reports can be overwhelming.
With this in mind, we established our firm with one clear mission: to provide a 100% hands-off BOI filing solution for CPAs and accounting professionals. Our tailored solution, developed with extensive input from dozens of experienced CPAs, ensures every aspect meets our partners' unique needs.
The unique benefits of outsourcing with Joseph & Bryant.
Zero Work For You
Our service is completely hands-off for you. We manage every part of your client's BOI filing—no confusing software involved. Simply refer your clients, and we’ll handle the rest for you.
Passive Income
Generate substantial passive income through the industry’s most generous revenue share program, with the potential for ongoing residuals. Simply refer & earn.
Helpful Support
Our support team handles all BOI-related questions, providing clear guidance throughout the filing process. Giving you peace of mind that your clients get the professional support they deserve.
Ongoing Service
We ensure you'll never have to worry about a client falling out of compliance in the future. Our team diligently monitors all necessary updates and corrections to ensure continued compliance.
Get Info For Your Firm
Fill out the form below to receive information about the outsourced BOI reporting process for your firm, including pricing and revenue share details.
