BECOME A REFERRAL PARTNER AND BE REWARDED

Choose us as your trusted partner for clients who need a scalable, modern accounting department to help them grow and help you deliver optimal services to your clients.

 

BENEFIT FROM A DEEPER BENCH
OF EXCEPTIONAL REFERRAL PARTNERS

B2B service professionals add more value to their clients by recommending solutions that are critical to their client’s success. Inaccuracy, untimeliness, or lack of scalability in any business process can be crippling.

Keep them coming back to you by surrounding your client with business partners you know and trust that deliver great results and a high-level of customer service. Our desire is for our relationship to be a win-win-win.

 

Did we mention Referral partners receive 10% of our
“paid” monthly recurring invoices* for the first 6 months?

 

* Monthly pricing generally ranges from $1,000 - $10,000 / month depending on client size, accounting complexity, and services provided (e.g. payroll, budgeting).

Who is a great referral partner?

 
 

Attorneys

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Action-ready financials for setting up entities and M&As.

Bankers

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Timely financials for covenant calculations or loan processing.

Coaches

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Financial support for your members' business to track results.

CFOs

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Reliable accrual financials for your strategic analysis.

CPAs

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Accurate numbers ready for your tax return or audit.

 

HERE’S HOW IT WORKS

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Your Send Referrals

Refer the client to us. We’ll chat and if they are a fit, we will send them a proposal.

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Referrals Sign Up

The client signs up for our services, we begin onboarding and start our monthly invoicing.

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YOU Earn Rewards

You start earning rewards once client
starts paying invoices.

 

What our partners are saying

 
 
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"I rely on the books being closed accurately and timely. So, switching from previous providers to Basis 365 was an easy choice. Basis 365 made the entire accounting process work effortlessly. I could check in, make sure everything was going well and not have to feel like I had to dig in and help to fix things."

 Robert Burger, B2B CFO®

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"Basis 365 Accounting came in to help get the historical accounting data cleaned up and establish processes to ensure things ran smoothly for my client. They automated processes which not only simplifies the work but also creates a solid chain of control."

Jim Doty, Doty Consulting

WHAT DOES A GREAT CLIENT REFERRAL LOOK LIKE?

 

Challenges

Our ideal customers need a formalized accounting department. Whatever they were doing before is no longer working or ideal.

Examples of what you may see or hear from your client are they: need more accounting skill than their current bookkeeper or accountant can deliver (scale), have not had closed financials in months (timeliness), their one accountant quit and they are struggling to find a replacement (continuity), or their financials are just wrong (accuracy).

 

Size

We help businesses that are beyond the bootstrap phase and ready to grow. Here are some useful size indicators:

  • Funded startups.

  • $1M - $20M revenue.

  • 3 - 100 employees.

 

Industry

Our services are tailored to fit these industries:

  • Professional Services
    Project-based work or track time.

  • eCommerce
    Sell things on the internet (no physical storefront).

  • Tech
    Builds devices and/or software products.

 HOW DO I GET STARTED?

To get started, click the button below and provide us with a little information about you and your firm.
We’ll have a quick video chat to make sure we’re a good fit.