For partners
We keep the books. You keep your clients.
We work with CPAs, fractional CFOs, lenders, business brokers and attorneys who want owner-led clients to arrive with clean books and clear numbers. What’s yours stays yours.
What we do.
- 01Monthly bookkeepingClosed on a schedule, with a year-end package your team can work from.
- 02Cash flow and planningA 13-week forecast, budget against actuals and a quarterly review.
- 03HubSpot and growth marketingWith every sale traced back to its source.
- 04Loan readinessLender-ready statements, projections and a debt schedule.
What we send your way.
- CPAsTax returns, tax planning and any audit, review or compilation work. We don’t prepare returns or provide attest services.
- Fractional CFOsClients who need a finance executive on their leadership team.
- LendersClients ready to borrow, with their numbers in order.
- Business brokers and M&A advisorsOwners getting ready to sell.
- AttorneysEntity, contract and transaction work.
How referrals work.
- Both ways, no feesWe introduce our clients to you when they need what you do, and you introduce yours to us. Nobody pays for a referral, which keeps things simple for firms with rules on referral fees.
- Your client stays your clientWe never offer services in your lane, and we keep you in the loop on anything that touches your work.
- Senior people, direct linesYour clients work with our senior leads, and you get a direct line to whoever handles their books.
- Clean handoffsBooks closed on schedule, reconciled accounts and a year-end package in the format you ask for.
Start a conversation.
Tell us about your firm and the clients you serve. We’ll set up a short call to see where we fit.