The Awkward Handoff
You send a client to 'a CPA you know' and never hear what happened. That's not a partnership. That's a shrug.
Partner desk · Co-marketing
Co-marketing, not a white-label maze. Tell us how you serve founders.
“If we take the intro, we treat their money like it's ours”
You send a client to 'a CPA you know' and never hear what happened. That's not a partnership. That's a shrug.
Your clients are making real money and still getting April-only service. That reflects on you whether you meant it to or not.
You didn't build your practice to become a tax shop. You also didn't build it to leave $30K–$80K sitting in your clients' IRS bills.
We want a small number of serious partners, not a directory listing.
Client Results
Verified by Trustindex
How It Works
I
Company, audience, and how you want intros to work. Thirty seconds on the form.
II
If your clients look like our clients, we set a clean intro path and a follow-up sequence that sounds like CEOHAVEN, not a drip vendor.
III
No 40-page partner kit. We run a few intros, see the fit, then decide if this becomes a desk.
Common Questions
No. We work with a small set of partners who already advise founders. If you need a public coupon page, this isn't it.
Tell us who you serve. If the overlap is real, we'll map a clean intro path and a nurture that doesn't embarrass you.