For U.S. Tax Advisory Firms
We Book Qualified Business Owners Into Your Calendar. You Only Pay When They Show Up
Tell us which business owners your firm can help. In this pilot, we’ll screen owners against your criteria and book a tax planning consultation with your team.
Applying is free. You agree to the terms before we book.
The Partner Pilot
Is Your Firm a Fit?
We’re looking for U.S. CPA and tax advisory firms that already sell proactive tax planning to business owners and have room for new clients.
What Will You Ask on the Application?
We’ll ask about your services, what a typical engagement is worth, how many prospect calls your team can take, and what you’d pay for a qualified appointment that takes place.
How Much Does an Appointment Cost?
We agree on a price with your firm before booking starts. We’ll also put the qualification criteria, meeting volume, and credit terms in writing so you know what you’re paying for.
What Happens After I Apply?
We review your application and reach out if the pilot looks like a fit. You decide whether to move forward after we’ve discussed the terms.