Deliver CFO-Level Intelligence
to Every Client
The complete strategic toolkit — cash forecasting, competitive analysis, strategic frameworks, strategic insights — under your brand.
Scale your advisory practice without scaling your team.
Built for Advisors Who Want to Deliver More
Whether you're an accountant moving to advisory, a consultant scaling your practice, or a fractional CFO productizing your expertise.
Accountants & Bookkeepers
Move beyond compliance. Offer strategic advisory services to existing clients without hiring analysts. Turn tax season clients into year-round relationships.
Business Consultants
Deliver CFO-level strategic intelligence to SMB clients. Automate the analysis, focus on the advice. 3x your client capacity without adding staff.
Fractional CFOs
Productize your expertise. Serve more clients with consistent, data-driven deliverables. Monthly cash flow intelligence and strategic briefings — automated.
What You Deliver to Clients
Everything your clients need for strategic clarity — generated automatically, branded as yours.
Strategic Foundation Report
45+ page comprehensive strategy document covering market position, competitive landscape, and growth opportunities. Worth $699 standalone.
Monthly Cash Flow Intelligence
90-day rolling forecasts, variance analysis, and predictive insights. Your clients see cash problems before they happen.
Monthly Executive Summary
Personalized strategic briefing tied to their specific business context, industry trends, and economic indicators.
Your Strategic Advisor
On-demand strategic Q&A that knows their business. Clients ask questions, get bespoke answers — not generic AI.
Simple Partner Pricing
You pay wholesale. You set your client price. Keep the margin.
- Full Strategic Foundation Report ($699 value)
- Monthly Cash Flow Intelligence
- Monthly Executive Summary
- Your Strategic Advisor access
- White-label branding (your logo, colors, domain)
- Client portal with your branding
- Bulk report generation
- No minimum clients required
Charge clients $500-1,000/month. Your margin, your relationship.
How It Works
Get set up and delivering value in days, not months.
Apply & Onboard
Quick application, demo call, and white-label setup. We configure your branding.
Add Clients
Invite clients to your branded portal. They complete the business profile (15 min).
Deliver Intelligence
Reports generate automatically. Monthly briefings delivered under your brand.
Scale & Profit
Add more clients as you grow. Your margin improves with every client.
Ready to Scale Your Advisory Practice?
Join partners already delivering CFO-level intelligence to their clients — without hiring a team.
Apply to Partner Program