Center of Influence
For the accountants, bankers, and advisors who already trust their clients to us.
How this works
Owner-operators between $5M and $50M in revenue rarely shop for a fractional CFO. They accept a warm introduction from someone they already trust. That is where you come in.
The Center of Influence program is a small, deliberate network of professionals who already know our work and introduce us to clients we can help. In exchange, you earn a commission on the engagements that follow: 15% one-time on diagnostic projects, 10% monthly for the first 12 months of any retainer. Paid 30 days after we collect on projects, monthly on retainers.
Who fits
- CPAs and tax advisors with clients between $5M and $50M who keep outgrowing the books.
- Commercial bankers and wealth advisors whose clients run real operating businesses on the California coast.
- Insurance, payroll, and benefits brokers who sit close to owner decisions.
- Other fractional executives (COO, CHRO) where the engagement scope does not overlap.
What happens next
Tell us a little about your practice using the form. If there's a fit, we schedule thirty minutes. We talk through who you serve, where you see your clients get stuck, and whether the kind of work we do would be useful to them. No pitch, no slide deck.