1. Tell us your preferences

Let us know what your ideal client relationship is like and your uBooks partner will tailor the service and communication seamlessly to your needs.


2. Introduce your clients

We offer a free, one month and no obligation trial. Our risk-free trial will give your client full access to the uBooks experience.


3. Leave the rest to us

By working closely with uBooks, you will have access to all financial reports and communicate directly with our bookkeeping team as desired.

Here’s what’s included.

  • Profit & Loss Statement
  • Balance Sheet
  • Trial Balance
  • General Ledger
  • Summary Journal Entries
financial package

Shared Value

For you

10% revenue share
$350 per client

For your clients

20% off first six months

Mutual benefits for you and your clients


Client Discount

For you

Offer your clients the most value

For your clients

15% off all billings

Extend even more value to your clients



For you

15% off all billings

For your clients

One bill to pay

We invoice you, you maintain the client billing relationship

There are no minimums, requirements, or commitment periods for you or your clients. Need more info?

Book A Call
business clients
Get In Touch

uBooks really is the future of partnering with Accountant’s. As the role of the Accountant shifts to value added Advisory, partnering with uBooks has made it simple for us to ensure our client’s bookkeeping are done to a standard that we expect. We look forward to working with the uBooks team long into the future.

Zachary, Partner @Win Accounting

Having annual reports with tax notes makes it simple for us to provide our clients will on time compliance work. The uBooks generous revenue sharing model is attractive for our clients as we can pass on savings for their bookkeeping directly back to them.

Chad, Partner @ Lion Sterling

uBooks are a testament to compliant bookkeeping and how it should be done. Our client’s usually come to us requesting for bookkeeping as they have been let down by the other solutions out there. Every client we have ever recommended uBooks to have been satisfied customers. Thanks uBooks Team!

Sam, Partner @ Western Chartered