Grow Your Firm
Without Cold Calling.
We connect you with pre-qualified business owners who are actively seeking specialized accounting services. You focus on delivering exceptional work — we handle the business development.
A Referral Partner That
Actually Delivers.
We've built our reputation on quality introductions, not volume. Every referral is pre-qualified and matched to your specific expertise.
Pre-Qualified Introductions
We only send you clients who match your specialty, size preference, and geographic footprint. No tire-kickers.
Grow Without Marketing
You focus on serving clients. We handle the marketing, qualification, and initial outreach on your behalf.
Your Clients Stay Yours
We never go around you. Once introduced, the client relationship is entirely yours. We're a referral partner, not a competitor.
R&D Credit Revenue Share
Refer your existing clients for R&D Tax Credit assessments and earn a referral fee when they qualify. No extra work required.
Turn Your Existing
Client Base into Revenue.
Many of your current clients likely qualify for the R&D Tax Credit and don't know it. By partnering with us, you can offer this service without adding any staff, expertise, or liability — and earn a referral fee on every qualified client.
CPA-referred clients close at approximately 90% because the trust is already established. This is the highest-converting channel in our entire business.
Discuss the R&D PartnershipSimple Partnership Process.
Apply to Partner
Complete a short application. We review your firm's specializations and ideal client profile.
Onboarding Call
A 30-minute onboarding call to align on expectations, referral process, and communication preferences.
Receive Introductions
We begin sending pre-qualified introductions that match your firm's profile. You decide which to pursue.
Grow Together
Ongoing collaboration. We check in regularly and adjust the matching criteria as your firm evolves.