Partners
Your clients ask about card fees. Now you have a good answer.
Send us a client's statement. We prepare a plain-English review of what they pay, where the extra fees are, and whether their surcharge setup follows card-network rules. It's free for you and your client.
Add it to your advisory work
Deliver the review under your firm's name. We prepare the analysis at no cost to you, and you decide whether to bill for your time.
Stay in front of clients
Get a quarterly fee-check reminder and a ready-to-forward client alert on surcharges and card-network changes.
Get clients back
We refer business owners who need a good CPA or bookkeeper. We can also review your firm's own processing.
Compensation follows your rules
| Partner | What we offer |
|---|---|
| Bookkeepers | Disclosed referral compensation |
| Enrolled Agents | Disclosed referral compensation, in writing to the client |
| CPAs in California and Hawaii | Non-cash value only: the advisory review, alerts and reciprocal referrals |
| CPAs in other states | Depends on your state board, with signed client disclosure. Never for attest clients |
General information, not legal advice. Check your own board's rules. We'll confirm terms by state before anything is paid.
MSPs
If you own an MSP, we'd rather work with you than around you. We don't sell managed services. Our contract work looks at scope and price, and we can bring you in when a client needs a better IT partner. For your own business, see the exit-readiness work.