---
referrals: 2
kind: book
owner: accountant-ra
updated: 2026-10-23
---

# Accounting practice

> When to use: An accountant gives and gets referrals with a bookkeeper, a tax specialist and a financial planner, so each client need goes to the person who has that work and the loop comes back closed.
> Change every id, date and number. No referral fees here; each referral records what was shared and how it went.

## Parties

### accountant-ra
- kind: person
- categories: small-business-accounting
- areas: example-city, remote

### bookkeeper-jt
- kind: person

### tax-specialist-em
- kind: person
- away_until: 2026-11-02

### planner-so
- kind: person

### owner-kc
- kind: person
- note: runs a small contracting company; a client of accountant-ra

## Haves

- accounts-ra by accountant-ra: small-business-accounting; tags year-end, payroll-review; area example-city, remote; capacity 30; load 24; available yes
- books-jt by bookkeeper-jt: bookkeeping; tags job-costing, payroll; area remote; capacity 8; load 3; available yes; budget 250-900
- tax-em by tax-specialist-em: tax-returns; tags multi-state, self-employed; area remote; capacity 15; load 12; available limited; budget 400-3000
- planning-so by planner-so: financial-planning; tags retirement, business-owners; area example-city; capacity 10; load 6; available yes; budget 1500-6000

## Needs

### books-kc
- by: owner-kc
- category: bookkeeping
- summary: monthly books with job costing
- budget: 300-900
- where: remote
- requirements: job-costing
- privacy: limited
- status: filled
- opened: 2026-09-02

### retirement-kc
- by: owner-kc
- category: financial-planning
- summary: a retirement plan for a business owner
- where: example-city
- requirements: business-owners
- privacy: private
- urgency: low
- status: asked
- opened: 2026-10-21

## Connections

- accountant-ra ~ owner-kc: context client; since 2017-03-01; last 2026-10-21; interactions 60; initiated_by_a 30; initiated_by_b 30
- accountant-ra ~ bookkeeper-jt: context colleague; since 2020-06-01; last 2026-10-18; interactions 15; initiated_by_a 9; initiated_by_b 6; vouches bookkeeping
- accountant-ra ~ tax-specialist-em: context colleague; since 2016-01-10; last 2026-10-01; interactions 40; initiated_by_a 18; initiated_by_b 22
- accountant-ra ~ planner-so: context partner; since 2021-04-01; last 2026-08-12; interactions 12; initiated_by_a 5; initiated_by_b 7

## Referrals

### ref-books-kc
- need: books-kc
- have: books-jt
- given_by: accountant-ra
- why: category, job-costing, available
- disclosure: none
- fee: none
- consent: owner-kc: parameters and identity; bookkeeper-jt: identity and contact
- status: closed
- ended: completed
- asked: 2026-09-02
- suggested: 2026-09-02
- consent_requested: 2026-09-02
- consent_given: 2026-09-03
- introduced: 2026-09-03
- responded: 2026-09-04
- started: 2026-09-08
- finished: 2026-10-08
- closed: 2026-10-10
- outcome: 5
- thanked: yes
- reported_to_referrer: yes
- note: first month closed on time

### ref-retirement-kc
- need: retirement-kc
- given_by: accountant-ra
- status: asked
- asked: 2026-10-21

## Rules

- disclosure: required
- fees: not_allowed
- consent: double
- close_within: 14