Kadatz Bookkeeping Services is now Cornerstone Compliance — same trusted team, new name. Read our story →
Referral Partners

Trust travels by referral. Here's how we look after yours.

Cornerstone Compliance was built one client, one referral and one job well done at a time. If you work alongside trades and home improvement business owners in BC, this page shows who we help, how referrals work, and what you can expect from us.

Certified Professional Bookkeeper QuickBooks Online Specialist Pure Bookkeeping System™
Trades truck loaded with tools, parked along the coast in Powell River, BC
Powell River, BC — where good work travels by word of mouth
A great referral

Who we're best placed to help.

We're specialists, not generalists. If the person you have in mind looks like this, an introduction is a real kindness.

A great fit

Busy trades owners who need straight answers from their numbers.

  • ✓An incorporated trades or home improvement business: construction, electrical, plumbing, HVAC, renovation, landscaping or interior design
  • ✓Roughly $1M–$5M in annual revenue, with about 5–20 employees
  • ✓Using QuickBooks Online, or open to moving onto it
  • ✓Busy, but unsure where the profit is going, or tired of chasing their bookkeeper
  • ✓Based anywhere in BC. Our service is 100% virtual
Outside our focus

Probably not a good fit.

  • —Sole proprietors just getting started
  • —Businesses outside trades and home improvement
  • —Owners who only want the cheapest possible data entry

If it isn't a match, we'll say so honestly. No awkwardness for you or for them.

Who we love hearing from

The people around a trades business.

Accountants & CPAs Lawyers Bankers & credit unions Insurance & bonding Suppliers & wholesalers Business coaches Fellow trades owners Happy clients

You don't need to be a client, and you don't need to be a bookkeeper. If you know a trades owner who could use more clarity, you're the kind of partner we're looking for.

How the program works

Four simple steps, each one built on the last.

No paperwork on your side, and no pressure on theirs.

01 · INTRODUCE

Send us a name.

Use the short form below, or just email hello@cornerstonecompliance.ca. Please give the owner a heads-up that we'll be in touch.

02 · REACH OUT

We follow up within a business day.

A personal note from us, not a sales script. We mention who sent us, so it never feels like a cold call.

03 · TALK

A free Profit Clarity Call.

A relaxed conversation about where their numbers stand and whether we're the right fit. No jargon, no judgment.

04 · UPDATE

You hear how it went.

With the owner's okay, we let you know the outcome. Either way, you've helped a trades business take a step toward financial clarity.

Our promise to partners

The people you introduce are in good hands.

Your relationship stays yours.

We work alongside the accountants, lawyers and advisors a business owner already trusts. We keep the books clean and the year-end package ready, so everyone's job gets easier.

Honest about fit.

If we're not the right match, we'll say so plainly. A straight answer is better for the owner, and better for your name.

Careful with their information.

What a business owner shares with us stays confidential, and we only ever use it to help them. That goes for the details you pass along, too.

Melissa Kadatz, CPB, founder of Cornerstone Compliance
More about us

Bookkeeping built for trades, by someone who gets them.

I'm Melissa Kadatz, a Certified Professional Bookkeeper based in Powell River. We work only with trades and home improvement businesses, so we already understand job costing, holdbacks, WSBC and busy-season chaos before we open the file.

Everything we do rests on three commitments: care for the business like it's our own, compliance you can count on, and collaboration so the numbers actually change how the owner runs the business.

BookkeepingFoundationAccurate books, payroll and filings, handled properly every month.
+ InsightsGrowthMonthly management reports and quarterly review meetings.
+ AdvisoryStrategicMonthly reviews, cash flow forecasting and strategy sessions.
Read our story See the packages
Worked with us?

A Google review helps the next trades owner find us.

If we've helped you or someone you sent our way, a few honest words on Google go a long way. It's how other business owners decide who to trust, and we're grateful for every one.

It takes about two minutes
  1. Tap the button to open our Google review box.
  2. Choose your star rating.
  3. Add a line or two about what changed for you. Specifics help most.
Leave a Google review

Prefer to share it with us directly? Send a testimonial

Ready when you are

Have someone in mind?

Share a name and a way to reach them. We'll take it from there, personally and without pressure.

Prefer email? Write to hello@cornerstonecompliance.ca.
Introduce a business owner

About you
Who you're introducing
Good to know

Questions partners often ask.

No. Accountants, lawyers, bankers, insurance and bonding professionals, suppliers, fellow trades owners and happy clients are all welcome to introduce someone they trust.

We reach out personally within one business day and offer a free Profit Clarity Call to talk through where their numbers stand and whether we're the right fit. With their okay, we'll let you know how it went.

We'll tell them honestly. We work with incorporated trades and home improvement businesses, and we'd rather say so up front than take on work we can't do well.

No. We work alongside the accountants, lawyers and other advisors a business owner already trusts. We keep their books clean and their year-end package ready, which makes your job easier too.

No. Use the short form above or email us at hello@cornerstonecompliance.ca. We just ask that you let the business owner know you're passing along their details.

No. The first conversation, our Profit Clarity Call, is free.