BatchOut for Bookkeepers: You See the Fees at Every Close.

Nobody sees the card fees and the messy batches sooner than the person who closes the books. Point that client to us.

Become a Referral Partner

Bookkeepers

8
Processors in the lineup
50 states
Installation and support
3 ways
Free, lease or buy hardware
12
Business types mapped
Why your clients need it

The Problem Shows Up in Your Reconciliation.

Three signals a bookkeeper sees before the owner does.

Fees you cannot explain

The monthly statement carries line items the owner has never heard of.

Deposits that never match sales

Settlements arrive net and late, so every close starts with detective work.

Two systems that do not talk

The register, the online store and the books each keep their own numbers.
How the referral works

Introduce the Business. We Handle the Rest.

01

Introduce the business

Send a name and a number. The owner sends us their processing statement directly.

02

We match the system

We map how the business takes money, then match it to Square, Clover, NCR, Genius or the rest of the lineup.

03

We install and support it

Hardware free, leased or bought outright, installed anywhere in the country, with a support team that answers.

04

Ask about compensation

Ask us how referral compensation works for your profession, and check your own licensing rules first.

Become a Referral Partner
What we set up

One Team From Statement to Install.

Matched to the way the business takes money.

The processor

Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, matched to the business.

The hardware

A free device for qualifying volume, a lease, or bought outright.

The install and support

Installed anywhere in the country, with a support team that answers.

See the setup for each business type.

The rules for your profession

No License Rule Found. Disclosure Anyway.

We found no New Jersey or New York bookkeeper license as of October 2026, so the rules that bind depend on what else you hold.

  • We found no New Jersey or New York bookkeeper licensing board or bookkeeper rule on referral fees as of October 2026.
  • If you are also a CPA, the CPA rules apply: no fee on an attest client, written disclosure on every other (N.J.A.C. 13:29-3.12; 8 NYCRR 29.10).
  • If you are an enrolled agent and a referral fee creates a significant risk of materially limiting your IRS representation of the client, Circular 230 requires the client's informed consent, confirmed in writing (31 CFR 10.29).
  • Telling the client about any referral fee is good practice even where no rule demands it.

A summary for orientation, not legal advice. Your licensing board and counsel have the final word.

Commonly Asked Questions

A bookkeeper referral partner introduces a client whose card processing is costly or hard to reconcile to BatchOut, Batch Group's payments and point-of-sale division.

Can a bookkeeper be paid for referring a payments provider?
We found no New Jersey or New York bookkeeper license or bookkeeper rule on referral fees as of October 2026. If you also hold a CPA license or are an enrolled agent, those rules apply on top. Ask us how referral compensation works for your profession.
Should I send the statements I already have?
No. Have the owner send their processing statement to us directly, so your role stays an introduction.
What does BatchOut set up?
Payment processing and point of sale. BatchOut offers Square, Clover, Genius, BillerGenie, NCC, NCR, RMH and Order Counter, and matches each business to the processor that fits it. Hardware can be a free device for qualifying volume, a lease, or bought outright, and installation is nationwide.
How are referral partners paid?
Ask us how referral compensation works for your profession, and check your own licensing rules first. If you hold a license, its rules on referral fees apply to you.
Referral partners

Send Us the Client. Close the Books Cleaner.

One introduction, the right processor for the business, and hardware installed and supported anywhere in the country.

Become a Referral Partner
Become a referral partner