A trusted bookkeeping partner for your clients.
SGH partners with accountants, business advisors, coaches and consultants who need a reliable bookkeeping and payroll support option for established clients.
When your client needs experienced bookkeeping support, clean-up work or ongoing finance admin structure, you need someone who will protect the relationship and deliver professionally.
Best-fit referrals include:
- Established construction businesses
- Trades and service-based businesses
- Medical and healthcare providers
- Allied health businesses
- Clients needing catch-up or cleanup work
- Businesses needing bookkeeping, BAS or payroll support
Your referral reflects on you. We take that seriously.
Referring bookkeeping support is not just about finding someone available. It is about trusting that the client will be supported professionally, communication will be clear, and the relationship will be protected.
Experienced
20+ years bookkeeping experience across business, payroll, BAS, cleanup work and operational finance support.
Professional
Registered BAS Agent support with a strong focus on accuracy, structure, deadlines and clear communication.
Selective
SGH does not take on every client. We assess fit, complexity and working style before moving forward.
Built for professional referral relationships.
SGH works well alongside professionals who support established businesses and want a trusted bookkeeping partner to refer to when clients need operational finance support.
Accountants
For clients who need reliable bookkeeping, BAS preparation, payroll support or clean files before tax and advisory work.
Business advisors
For clients whose finance admin, reporting or bookkeeping workflow is limiting clarity and operational decision-making.
Business coaches
For clients who are growing, hiring or scaling but still have finance admin sitting with the owner or internal admin team.
The right referrals are clients who need ownership, not just task support.
SGH is best suited to established businesses that need structured bookkeeping, payroll, BAS or cleanup support handled by someone experienced.
Ideal referral situations:
- A client has outgrown DIY bookkeeping
- The current bookkeeper is not keeping up
- The file needs cleanup before advisory or tax work
- Payroll is becoming more complex
- The owner is still managing too much finance admin
- The business needs reporting and visibility
- The client needs reliable BAS and bookkeeping support
A simple, professional referral process.
The process is designed to be clear for the client and low-admin for the referring partner.
Introduce
Make a warm introduction by email or direct the client to the relevant SGH application or quote request form.
Assess
SGH reviews the client’s needs, file condition, support requirements and whether the working relationship is aligned.
Scope
Suitable clients receive a tailored recommendation, quote or support proposal based on the work required.
Support
The client engages directly with SGH while the referring relationship remains respected and protected.
We support the client without replacing your role.
SGH is designed to sit alongside accountants and advisors, not compete with them. We focus on bookkeeping, BAS, payroll support and operational finance workflows.
What SGH does
- Bookkeeping and BAS support
- Payroll support where required
- Cleanup and catch-up projects
- Accounts inbox and supplier processing
- Monthly reporting and operational visibility
- Structured communication and client follow-up
What SGH does not do
- Provide tax advice
- Replace the accountant or advisor relationship
- Undermine existing professional relationships
- Take on unsuitable or poor-fit clients
- Create unnecessary back-and-forth for referral partners
- Position as cheap transactional bookkeeping
Let's see whether we're a good fit.
This is a short 15–20 minute introduction call for accountants, advisors, consultants and business coaches interested in building a referral relationship with SGH.
The purpose of the conversation is simply to understand the type of clients you support, how referrals typically arise in your business, and whether there is mutual alignment before any introductions are made.
Book a Professional Network Call
Select a suitable time below. Most conversations take approximately 15–20 minutes.
Common questions about referral partnerships.
Every referral relationship is different. The goal is to create a partnership that works for the client, the referring partner and SGH.
Why build referral relationships?
The best referral relationships are mutually beneficial. Partners have confidence that their clients are receiving reliable support, clients receive a trusted introduction, and SGH gains the opportunity to work with businesses that value professionalism and long-term relationships.
How involved can I be after making an introduction?
Every referral relationship is different. Some partners prefer to remain closely involved and copied into communication, while others prefer SGH to take full ownership and minimise their ongoing involvement. The approach is tailored to the relationship and what works best for the client and referring partner.
Will I stay informed about the client's progress?
If desired, yes. Some referral partners prefer regular updates and visibility, while others simply want confidence that the client is being looked after. Communication can be tailored to suit your preferred level of involvement.
Do you take over the client relationship?
No. SGH's role is to support the client with bookkeeping, BAS, payroll and operational finance workflows. The existing accountant, advisor or coach relationship remains respected and protected. We aim to complement the services you provide, not replace them.
Do you work directly with accounting firms?
Yes. SGH regularly works alongside accountants and accounting firms to support mutual clients with bookkeeping, payroll, BAS preparation, cleanup projects and ongoing finance support.
Do you provide tax advice?
No. SGH focuses on bookkeeping, BAS and payroll support. Tax advice remains with the client's accountant or tax advisor.
What types of clients are usually the best fit?
Established businesses requiring bookkeeping, BAS, payroll or cleanup support. Construction, trades, medical and healthcare businesses are particularly well aligned, although referrals outside these industries are considered where the scope and expectations are a good fit.
Can I refer a client that only needs cleanup work?
Absolutely. Many referrals begin as cleanup or catch-up projects before transitioning into ongoing support. Cleanup projects are quoted separately based on complexity, transaction volume and file condition.
Do you offer referral fees?
Yes. Referral fees are available for successful referrals that proceed and become accepted SGH clients. The exact structure can be discussed during our Professional Network Call and tailored to the type of relationship being established.
Will you accept every client I refer?
Not necessarily. SGH is intentionally selective and assesses every enquiry based on complexity, expectations, responsiveness and overall fit. This helps ensure referred clients receive the level of service expected and protects the reputation of both parties.