CPA / Fractional CFO – Strategic Finance Tech Partnership Opportunity

Summary We’re building a network of experienced CPAs, Fractional CFOs, and finance consultants who work with US-based mid-market businesses. We’ve developed a financial intelligence platform that consolidates data from accounting software, ERPs, banking systems, and spreadsheets into one unified decision-support layer for finance leaders. We’re looking for professionals who already advise multiple clients and are open to exploring a long-term strategic partnership. Why partners? Mid-market executives often adopt new capabilities based on the recommendation of an advisor they already trust. We’re building a partner program with Fractional CFOs, CPAs, and finance consultants who have established relationships across the United States. How it works: 15-minute introductory call — We’ll discuss your practice, client base, and finance technology experience to determine mutual fit. Paid 1-hour platform walkthrough (if mutual interest) — Interactive demo + discussion of how the platform could fit your practice and clients. You’ll be compensated for this session. Who we’re looking for: 1) US-based CPA, Fractional CFO, or finance consultant 2) Advises multiple businesses or finance teams 3) Experience with accounting platforms, ERPs, banking systems, spreadsheets, or reporting tools 4) Influences technology or process decisions for clients 5) Open to exploring strategic partnerships with finance technology companies When applying, please share: 1) Types of businesses or industries you primarily work with 2) Typical size or revenue range of your clients 3) Financial systems and tools you regularly use 4) Whether you currently recommend or implement finance technology solutions for clients If your background aligns, we’d like a brief 15-minute conversation to explore mutual fit for a strategic partnership.