Financial Services Partner

The Problem
Your small business clients ask you about loans and financing. You know their businesses inside and out, but you can't act as a loan broker without licensing—and even if you could, the ethics around contingent fees are murky.

What We've Built
An consultation platform where your clients self-serve to find financing. You get a branded link to share, oversight of AI recommendation, and referral fees when clients close on products.

How It Works
You get a unique branded link to our  platform
You configure with your preferred lenders or guardrails (optional)
Your clients access funding consultations through your link and describe their needs
The AI matches them to appropriate products from our lender network
Clients review options and decide whether to proceed
You earn a referral fee when they close

Your Role
Share your branded link with clients who need financing
Set preferences or rules  (optional—you control how hands-on you want to be)
Monitor what recommendations the AI is making to your clients
Stay informed on which clients are using the platform

We Handle
Broker licensing and regulatory compliance
platform that matches clients to products
Lender relationships and product sourcing
Application processing and documentation
Commission processing and payment to you

Compliance 
This is a referral arrangement where clients self-serve. However:
You must disclose the referral relationship to clients
Independence rules may prohibit this for attest clients
Some state accountancy boards restrict referral fees
You are responsible for checking your state's rules and your professional liability coverage
We provide general guidance, but you must verify compliance with your state board and ethics requirements.

Compensation
Referral fees on closed transactions
Payment structure varies by product type
Typical supplemental income: $1,000-$5,000/month for active participants
You're an independent contractor, not an employee

Requirements
Active CPA license in good standing
Existing client relationships
Willingness to disclose referral arrangement to clients
Verification that this arrangement complies with your state rules

Next Steps
Check with your state accountancy board
Apply here.

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