Accounting Partner Program

What is Referral Service?

Through our Referral Service we offer a way for you to continue servicing your clients through your current relationship (bookkeeping, taxes, backoffice, etc..) by outsourcing our Virtual CFO and accounting services for clients who need it. 

If you want to keep doing the bookkeeping, but not the other CFO and accounting work, we can help. If you want to completely off load your client work to us, no problem. We provide a team of experienced professionals who can support, or replace higher cost and less efficient staff.

Partnering in our Referral Service offers you peace of mind - by outsourcing CFO or other accounting tasks to us so you can focus on generating revenue and providing the services you excel at.

Who should you refer?

We find that clients who are good fit are:

• Looking to outsource CFO or accounting services
• Earning at least $1M in revenue
• Need strategic cash flow management and dynamic forecasting
• Tech savvy. As a distributed Virtual CFO firm we utilize the latest in software, instant messaging, and web based apps
• Ready to scale