Refer the cleanup your client needs. Keep the relationship.
For fractional CFOs, CPA firms, and bankers. When a client’s receivables or unapplied cash are a mess, we run a fixed-scope cleanup sprint inside their systems and report back to you.
Same sprint, same written scope, same fixed fee as a direct client.
Working together
Advisor referrals
- The client
- Stays yours. We work on the cleanup, not on the relationship.
- We do
- AR and unapplied cash cleanup, reconciled records, and written procedures.
- We don’t do
- Bookkeeping, payroll, tax preparation, or audit.
- You hear back
- The weekly scorecard and the handoff review, with your client’s consent.
Who it is for
Three kinds of advisor see the backlog first. Each needs it cleared without taking it on.
Fractional CFOs
You have found the problem. The client team has no time to fix it.
We clear the receivables and unapplied cash backlog so your forecasts and cash reporting rest on clean numbers. You stay the finance lead.
CPA and accounting firms
A client needs an AR cleanup, and your staff are booked on tax, audit, and close.
We take the cleanup as a fixed-scope project. We do not offer bookkeeping, payroll, or tax, so we never compete for your recurring work.
Banks and lenders
A borrower’s aging is unreliable, and it is holding up borrowing-base or covenant reporting.
We reconcile the aging and document the procedures behind it, so the reports you receive can be trusted and repeated.
How a referral works
Three steps. You decide how involved you want to be after the introduction.
Introduction
A short emailYou introduce us to the client, or send us the details and we reach out with your name on it.
Diagnostic and scope
A few daysWe start with a free scoping call with your client, then run the diagnostic and write the scope. You can review it before the client signs.
Sprint and handoff
Two to six weeksWe run the cleanup. You get the weekly scorecard and a seat at the handoff review, where the client decides what comes next.
Start a conversation
Tell us about your practice, or about a client you have in mind.
What happens next
- We reply with a few questions and a time to talk.
- If you have a client in mind, we agree how to approach them together.
- If the backlog is not a fit for a sprint, we tell you.