Shoeboxed (888) 369-4269

Take on more bookkeeping cleanup clients. Shoeboxed scans all their paper receipts for you. Each client gets 15% off.

Selling bookkeeping cleanups is a GREAT way to get new clients. You get to be the hero!

But . . . catch-ups are a HUGE pain in the @ss.

What if you could sell the bookkeeping cleanup, but get receipts magically scanned with QBO-ready data?

That's where Shoeboxed can help.

We mail your client prepaid Magic Envelopes. They fill it with receipts and mail it back. Our team in Durham scans the receipts, and our software extracts all of the key IRS fields into records you can import into QBO.

Digital receipts? We do those too, just email them, take a pic, or upload in our web app.

We've been scanning receipts since 2007, and would love to help you take on more clients and save time.

Schedule time with Doug, the Shoeboxed owner, to see if we can help you bring on more clients and make more money.

Step 1 of 5

Answer four simple questions

Then pick a time with Doug, Shoeboxed owner.

Does your firm offer bookkeeping catch-up or clean-up?

A Shoeboxed Magic Envelope stuffed with receipts, ready to scan
A Magic Envelope, full, on our scanning desk in Durham.
A 42-pound shipment of paper receipts one customer mailed to Shoeboxed
A real customer's shipment. Forty-two pounds of paper receipts.

Got a client with 42 pounds of receipts? Send it.

One customer mailed us this. Forty-two pounds of paper in one shipment. We scanned every receipt. Your worst catch-up client is music to our ears.

We only work with the top 12% of ProAdvisors. Are you one of them?

We're looking to work with the best QuickBooks ProAdvisors who serve small/medium business owners and schedule C filers.

You qualify if:

  • ✓You are a QuickBooks ProAdvisor and you sell bookkeeping catch-up or clean-up.
  • ✓You serve self-employed or small business clients. Think realtors, contractors, consultants, truckers, therapists and businesses like that.
  • ✓Three or more clients left positive reviews on your ProAdvisor profile.

Skip the call if:

  • ×Most of your clients are larger companies with their own finance or payroll team.
  • ×Your firm does not take on catch-up work.
  • ×You don't have any positive reviews on your ProAdvisor profile.

You get six big benefits, starting with 15% off every client

1

You take the catch-up job. The client mails the paper to us.

You start the job with every receipt scanned and filed.

A client's receipts and paperwork laid out next to a Magic Envelope
2

Our team in Durham scans every receipt by hand and files it by vendor, date, and total.

You set the category in Shoeboxed, select the receipts, and export them. Each one lands in QuickBooks Online under that category, with a link to the receipt image. We keep every image for the life of the account, and you can export all of it as a CSV or a PDF at any time.

3

The client has a reason to stay after the cleanup.

Once the books are clean, the client keeps mailing receipts. The app records their drives from the phone's GPS, and the client marks each drive business or personal by replying to a daily text. At tax time you run the home office report from their account. You send the client your own monthly invoice, and each month there are new records behind it.

4

15% off every client you bring.

You give each client a signup link with your firm's code. The 15% comes off every bill, on any plan, for as long as they stay.

Plan Regular Your clients pay
Starter $9/mo $7.65/mo
Pro $29/mo $24.65/mo
Plus $79/mo $67.15/mo
Paper Plus $179/mo $152.15/mo
5

A FREE Shoeboxed Pro account for your own firm, and we pay for it.

Pro costs $29 a month. We pay it from the day of your call. It stays on us as long as one client signs up within 30 days and one client stays active.

6

Your firm's name on the Magic Envelope.

Your clients see your firm's name on the envelope they mail in, in the mileage tracker, and on the home office report.

How a two-person firm in Florida uses bookkeeping catch-up to land valuable new clients.

One of our customers runs a two-person accounting firm. She sells bookkeeping catch-ups to land valuable new clients. She focuses on clients with years of "messy" records (often boxes filled with years of paper receipts!)

Here's a piece of an ad she runs:

Part of a bookkeeping firm's flyer that reads Receipts everywhere? Books behind or QuickBooks a mess?
From a real flyer one of our partner firms hands out.

Why?

Those business owners are looking for a hero. They stare at their huge pile of paper (or digital) receipts and years of unclosed books and their anxiety shoots through the roof.

Clients that need years of catch-up end up LOVING the firm that helps them out. Those clients then stick around for years, write great reviews, and refer their friends about the firm that helped them.

Here is a five-star Google review one of her catch-up clients left:

Couldn't be happier!

"We started using the firm earlier this year and couldn't be happier. She worked over and beyond to clean up our books for last year and get us on the right track. There are many choices but, I would definitely recommend them to anyone."

★★★★★ 5.0

Google review from a roadside-service business, April 2025. Names removed.

Shoeboxed makes taking on bookkeeping catch-up clients a breeze. Here's how our bookkeeping firm owner sets up a new catch-up client:

  1. She creates a new Shoeboxed account in a few clicks from her clients page.
  2. If the client has paper receipts:
    • She enters the client's address and orders enough Magic Envelopes to handle any paper receipts.
    • The client gets the postage-paid Magic Envelopes, fills them with receipts, and drops them in the mail.
    • Shoeboxed's scanning team receives them and scans every receipt. Our software extracts all the key information into digital records, ready for importing into QBO.
  3. If the client has digital receipts:
    • She asks the client to forward any digital receipt.
    • She uploads the receipts through our web app, or forwards them via email.
    • Shoeboxed processes each receipt, and our software extracts all the key information into digital records, ready for importing into QBO.

Instead of spending hours and hours bent over a scanner, our hero starts with clean, digitized, categorized transactions & receipts. She quickly works through the cleanup and saves the day. The client loves her and most often becomes a long-term client.

What bookkeepers ask before they book

Ready for the next cleanup client? Book 15 minutes with Doug and get your 15% code.

Book my call with Doug