Partner With Us

Your clients need systems work. We do the work — you keep the relationship.

We partner with CPA firms, financial advisors, and other businesses whose clients need accounting system integrations, automation, and custom reporting that fall outside their core services. You stay in front of the client; we handle the build.

What we handle for partners

The systems work your clients need — done by specialists

You know your clients' numbers. We know their systems. When the work falls outside your scope, we step in — and you keep the client.

01

QuickBooks & ERP integrations

We connect your clients' QuickBooks, Zoho, or Microsoft Dynamics to their CRM, e-commerce, payroll, and the rest of their stack — so their books stay in sync without manual entry.

02

Custom reporting & dashboards

Power BI dashboards that pull from every system your clients run and turn the data into clear, real-time, drillable insight they can actually act on.

03

Workflow automation

We replace the repetitive manual work eating your clients' time — invoicing, approvals, syncing, reminders — with reliable automated flows.

04

Custom API integrations

When no off-the-shelf connector exists, we build one — official APIs, real-time sync, and error handling built in.

How it works

You refer. We build. You stay in front.

01

Refer

You introduce us when your client needs systems work beyond your scope — integrations, automation, dashboards, or customization.

02

Scope

We assess your client's systems and map the work, with you in the loop. You see the plan before anything gets built.

03

Build

We design, build, and implement — quietly, behind the scenes. You stay in front of the client and keep the advisory seat.

Let's talk partnership

Tell us about your firm and your clients

We're building a network of firms and specialists whose expertise complements ours. Share a little about your practice and the systems work your clients need — we'll follow up within one business day to explore how our teams can work together.

  • You keep the client relationship
  • A partnership that brings our systems expertise together with yours
  • Clear scope and pricing before any work starts