Add advisory value for your clients, without becoming an advisor
If you do the bookkeeping or file the returns for growing businesses, you see which clients are leaving money behind. You just don't have the time, or the mandate, to do something about it. Our Partner Program lets you bring them a Business Insights Report and the advisory behind it, so you deepen the relationship while we do the strategic work.
The arrangement
How it works
You focus on the work you love and do best. We handle the seven advisory areas your clients need but you don't want to build in-house. We meet jointly, plan together, and keep communication coordinated, so your client works with one team.
Fit
Who it's for
Bookkeepers and tax preparers with solid quality control who want to strengthen client relationships and are happy to stay involved as we implement the plan.
Proof
What partners say
“The strengths of each team can raise the bar on each side, with different knowledge and strategic points.”
Talk to us about partnering
Tell us about your practice and the clients you have in mind, and we will walk you through how the referral and the joint meetings work.
Get in touch