Become a Strategic Partner

Grow Your Revenue & Help Clients

Grow Your Business & Earn Passive Income

Are you a CPA, Accounting Firm, or other financial professional feeling overwhelmed by client load? Do you wish you could turn away new business while still offering valuable services to your existing clients? Our strategic partner program can help!

When you encounter potential clients who are not a good fit for you (or if you’re overwhelmed with your current workload), simply refer them to our team. We specialize in tax preparation/filing, bookkeeping, and tax/wealth advisory and are well-equipped to handle their needs.

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Strategic Partnership

Benefits of working with us!

  • Passive Income: Earn a commission on every client you refer to us. It’s a great way to generate additional revenue without taking on extra work.
  • Expand Your Service Offerings: Provide a wider range of services to your clients without increasing your workload. Refer them to us for specialized needs, knowing they’ll receive expert care.
  • Strengthen Client Relationships: Show your clients you care by connecting them with trusted professionals when you can’t take on their specific needs. This builds trust and loyalty.
  • Streamlined Process: We handle the entire client onboarding and service process, making it seamless for you and your clients.
  • Dedicated Support: Our team is always available to answer your questions and ensure a smooth experience for both you and your clients.

Who is this program for?

  • CPAs and Accounting Firms: Expand your service offerings without taking on additional clients.
  • Tax Professionals: Refer clients for specialized tax services you don’t offer in-house.
  • Financial Advisors: Provide comprehensive financial planning solutions by partnering with us for specific needs.
  • Bookkeeping Providers: Provide add-ons or complementary services to current customers.
  • Wealth Management Firms: Enhance the value you provide within your existing service areas.
  • Other Financial Professionals: Broaden your reach and offer more value to your clients.

Join our Partner Program

Contact us today to learn more about our strategic partner program and how it can benefit your business. We’re confident that this partnership will be mutually beneficial and allow you to continue providing exceptional service to your clients.

Become A Partner

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