Partners
For accountants, brokers and fractional operators.
You see the damage in your clients' numbers. We go and fix the operation behind them. There are two ways to work together on that.
Twenty minutes, and nothing to sign to have the conversation.
Where we come in
You see it in the numbers. We fix the operation underneath them.
The ones you will recognize
If you do their books
The client whose margin falls while revenue climbs, and the numbers never quite explain why. The one whose records arrive late every year, because nothing inside the business is ready on time. The one who asks you a question that is not an accounting question, and you have nobody to send them to.
If you sell businesses
The seller who will not survive diligence, because the operation lives in the owner's head and nowhere else. The one whose multiple is capped for exactly that reason. Twelve months of work on the operation changes what that business is worth on the day it goes to market.
If you are their CFO
The client where you have built the model, the reporting and the forecast, and the operation underneath still cannot deliver against any of it. You can see the fix from where you sit. Doing it yourself would cost you every hour you have.
You are not prospecting for us. You are naming a client you already worry about.
Which route fits you
There are two ways in. Send us a client and we carry all of it, or sell the whole thing as your own with us delivering behind you. They pay differently and they carry different risk.
Refer it and we carry the risk. White label it and you carry more of it, own the client, and earn more. The natural order is a referral first, then white label once you have watched us deliver.
What it pays
Route one · What an introduction pays
Ten percent of the build, and ten percent of the retainer every month for the first year.
Your fee tracks what your client actually pays, so it is never a worked example. The number takes shape at discovery, and your terms are agreed in writing before you introduce anyone. You do no delivery work. We carry the client and the risk, and your relationship with them stays yours.
10% of the build
Paid as we are paid, staged across the build rather than all at the end.
10% of the retainer
Every month for the first twelve months, as your client pays theirs. Calculated on the full Run, not on hosting charges.
White label pays more
Your own margin instead of a fee, and it does not stop at twelve months. Route two below.
What it does to your book
Every client who fits is a line of value you are not billing for today.
You are not buying a list. You are not building a new service. These clients are already yours. This adds a line of value to every one of them that fits, from work you never touch.
Go and count them. Bring your top three to the first call and we will work out which of them fit and which do not.
Route one · Refer a client
When to refer someone
A four point checklist. Three yeses and it is worth an introduction.
- Is the owner still the bottleneck? Nothing important happens unless they chase it.
- Is it growing? Revenue climbing, margin flat or going backwards.
- Is there enough volume? Enough jobs, orders or clients that small errors cost real money.
- Will they let go of any of it? Nobody can fix this around an owner who will not hand anything over.
What your client gets
It starts with a full discovery of their operation. A written report naming each leak, what it costs them a year, and what fixing it would take, in order. Theirs to keep whatever they decide.
What you get
10% of the build fee, and 10% of the monthly Run retainer for the first twelve months, paid monthly as we are paid. Your terms are agreed up front, in writing, before you make the introduction, and include a minimum fee for every introduction that becomes a client. No clawback if the client stops.
We stay in our lane
We do operations, systems and people. We do not touch your relationship, your numbers or your advice. You stay their trusted advisor.
On disclosing the fee
Most professional bodies expect you to tell your client you are paid for an introduction. We put the fee in writing so you can disclose it cleanly, and we will give you the wording. We would rather you declared it than took it quietly.
Route two · White label it as your own
Some firms would rather offer this themselves. We build it and run it behind your brand.
You add an operations service to what you already sell, without hiring a team, carrying developers, or learning a new discipline. Your client never deals with us.
The money is the reason to choose this route. Your margin per client is considerably more than a referral fee, and it runs for as long as the client stays. A handful of clients becomes a standing line of margin that costs you no delivery time.
- Your brand on the work, your relationship, your invoice.
- We deliver behind you, to the standard we agree up front.
- Where the work puts us in front of your client, we appear under your banner, on terms agreed with you first.
- You set your own retail price. We quote you wholesale, so your margin is set by what your brand is worth, not by a discount we hand you.
- No development cost, no team to carry, and nothing to pay us in a quiet month.
Wholesale rates are agreed per partner, in writing, before anything is sold. We carry a small number of white label relationships at once, because your clients become our delivery risk and your name is on the result. Worth a conversation if you have clients asking for more than you currently sell.
There is a second reason to take it. A white label retainer is recurring fee income in your own name, and recurring fee income is what your practice is valued on.
Two routes. One conversation to find yours.
Twenty minutes on a call and you will know which of your clients this fits, and which route suits you. No agreement to sign to have that conversation.
Talk to Alex