Partner Program for ACCOUNTING & BOOKKEEPING FIRMS

Your Clients Trust You

to Manage

their Money—

Now Help Them

Multiply It

Offer your business clients proven marketing

and growth solutions without doing the work yourself.

Most accounting firms stop at compliance and reporting.

Forward-thinking firms now offer proactive business growth support—

without hiring in-house teams.

Value Stack

What Your Clients Gain Through You:

  • Done-for-you marketing, advertising & virtual teams

  • Lead generation systems to grow top-line revenue

  • Conversion rate optimization to increase profitability

  • Full-stack digital execution (ads, SEO, email, websites, more)

What You Gain

What You Get when You Partner with Us:

  • Add new revenue stream without fulfillment overhead

  • Increase retention by offering growth-focused solutions

  • Become a “growth advisor,” not just a scorekeeper

  • Choose referral or white-label model—your call

How It Works

We partner with you to provide behind-the-scenes delivery while you stay the trusted advisor.

  • Select white-label or referral option

  • Introduce your clients to our solutions (we’ll help)

  • Full client onboarding, strategy & execution handled by us

  • Monthly client reporting + partner performance tracking for you

Proof of Impact

Client Wins via Our Accounting Partners:

Helped a firm’s construction client reduce cost-per-lead by 54%

0%
reduced cost-per-lead

Generated 1,100+ leads/month for an eCommerce client

0+
leads/month

Helped accounting client package growth services, adding $3K+ in monthly retainer fees

$0+
monthly retainer fees

IDEAL PARTNERS

  • Fractional CFOs

  • CAS (Client Advisory Services) firms

  • Accounting firms serving 50+ small business clients

  • Bookkeepers looking to offer more strategic value

INTRODUCING

The Accountant’s Growth Partner Playbook

What this Playbook includes:

  • 3 case studies of white-label success

  • Strategic scripts to introduce growth services to clients

  • Playbook of 6 growth accelerators for main street business

  • Calculator: See potential revenue from 5, 10, or 20 clients

Help your clients grow—

and get paid to do it.

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