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Partners / Referral partners

We do not replace you. We make your client a better client.

How we work alongside the trusted advisors a business owner already has.

Where we help
  • When a CPA tells a client they need more than a bookkeeper, but less than a full-time CFO.
  • When an attorney is structuring a deal and the financials need to hold up.
  • When a banker needs financials they can actually underwrite.
How we treat your client

We keep you in the loop

You hear what we are doing and why. You are never surprised by a recommendation we made to your client.

We do not pitch our own tax or legal work

We do financial leadership. We do not compete with the advisor who brought us in. Your lane stays your lane.

We honor the relationship that brought us in

The client was yours before they were ours. We treat that as a trust, not a lead.

How referrals work
  1. 01

    Intro form

    You send us the client and what you would like us to know. Two minutes.

  2. 02

    Warm hand-off call

    We set up an introduction so the client never feels handed off cold.

  3. 03

    Follow-up

    We circle back to you within a week so you know where things stand.

Send us your client. We will take it from here.

The referral takes two minutes, and we keep you in the loop the whole way. Prefer to talk first? Book a 15-minute partner-fit call.

Refer a Client Book a partner-fit call →