Strengthen the client relationship.
Your client receives a professional finance resource that reflects well on your referral.
TruePoint Partner Network
Partner with a finance firm your clients can trust.
The TruePoint Partner Network is built for CPAs, bookkeepers, bankers, attorneys, payroll providers, advisors, and consultants who serve growing businesses that need stronger financial leadership.
Why Partner With TruePoint
A better resource for clients who need more than bookkeeping.
We help your clients improve financial rhythm, reporting quality, cash visibility, forecasting, and executive decision support.
Fill the gap between bookkeeper and CFO.
TruePoint provides controller-level discipline without forcing a premature full-time hire.
Simple handoff. Professional follow-through.
We handle discovery, recommendation, onboarding, and communication with a polished process.
Who We Help
Know when to introduce TruePoint.
A good referral is usually a business owner who has accounting activity but lacks financial leadership.
Strong referral signals
Books are not closed consistently each month
Owner does not trust or understand the financial reports
Cash flow is hard to forecast
Margins, KPIs, or trends are unclear
Business is growing, hiring, financing, or expanding
Leadership wants better reporting before hiring a full-time Controller
How Referrals Work
A clean process for professional introductions.
1
Introduce
Send a warm email introduction or direct the client to TruePoint.
2
Discover
We assess goals, pain points, systems, scope, complexity, and urgency.
3
Recommend
We recommend the right path: Intelligence, Intelligence Pro, Financial Leadership, or Executive Advisory.
4
Support
The client receives structured onboarding and an ongoing reporting cadence.
Partner Compensation
Clear referral economics.
Qualified partners may earn $3,000-$6,500 per signed referral, depending on the client's service package.
Referral compensation is generally equal to one month of client revenue after the referred client becomes active and payment terms are satisfied.
Final terms are governed by a written Partner Agreement. Referral relationships should be disclosed appropriately and handled in accordance with applicable professional standards.
Professionals we partner with
CPA FirmsBookkeepersBankersBusiness AttorneysPayroll ProvidersInsurance BrokersWealth AdvisorsFractional CFOs
Active Partner Fit
Built for advisors who are close to growing business owners.
The strongest TruePoint partners are professionals who regularly see the financial strain behind growth: delayed closes, unclear cash flow, weak reporting, messy handoffs, and owners making decisions without the right numbers.
Best-fit partners often include
CPA PartnersFirm OwnersCommercial BankersBusiness Law PartnersBookkeeping OwnersFractional CFO FirmsBenefits AdvisorsBusiness Consultants
We are looking for active professional relationships, not passive directory listings. The right partner wants clients to receive a thoughtful handoff and a high-quality finance resource.
What to say when making an introduction
"I know a finance firm that helps growing businesses get stronger monthly reporting, cash flow visibility, forecasting, and controller-level support without hiring a full-time Controller. It may be worth a conversation."
We protect the relationship you have built.
TruePoint works professionally alongside CPAs, bookkeepers, bankers, attorneys, and advisors. We do not replace trusted professionals; we fill the controller-level gap so the client can make better decisions and your referral reflects well on you.
Partner Resources
Make the introduction easy.
When a client is not getting the financial visibility they need, you should not have to over-explain the problem or create a complicated handoff.
Sample client introduction
Use this as a simple warm handoff when a client may need controller-level support.
Subject: Possible finance support resource
Hi [Client Name],
I wanted to introduce you to TruePoint Finance. They help growing businesses improve monthly reporting, cash flow visibility, forecasting, KPI tracking, and controller-level financial support without hiring a full-time Controller.
Based on what we've discussed around [reporting / cash flow / close timing / growth complexity], I thought it may be worth a conversation.
Andy, I'll let you take it from here.
Client situations we handle well
The growing business with books, but no insight.
The accounting activity exists, but the owner still cannot answer basic questions about margin, cash, or performance.
The profitable company that still feels cash-tight.
Revenue is growing, but timing, working capital, payroll, debt, or inventory pressures make cash hard to manage.
The owner who has outgrown bookkeeping.
They need structure, reporting, cadence, and decision support before they need a full-time Controller or CFO.
Partner overview
A simple framework partners can use internally or after a conversation.
- Who TruePoint helps
- When to refer
- How the process works
- Referral economics
- Professional relationship boundaries
Referral Trust
We protect the trust you have earned.
A referral reflects on the professional who makes it. TruePoint treats that responsibility seriously.
We work alongside CPAs, bookkeepers, bankers, attorneys, payroll providers, consultants, and advisors without trying to replace the trusted relationships already in place.
Our role is to fill the controller-level gap: better reporting, better cash visibility, better forecasting, and better financial decision support for growing businesses.
Partner FAQ
Common questions from professional partners.
Do you replace the client's CPA or bookkeeper?
No. TruePoint usually works above the bookkeeping layer and alongside the CPA. Our role is controller-level reporting, forecasting, cash visibility, and decision support.
What happens after I introduce a client?
We schedule discovery, evaluate fit, recommend the appropriate engagement, and keep the process professional from first call through onboarding.
What makes a client a strong fit?
Delayed close, poor reporting, unclear cash flow, weak KPIs, and growth complexity are strong indicators that TruePoint may be useful.
How is compensation handled?
Compensation is handled through a written agreement so expectations are clear before referral activity begins.
Do you only want one-off referrals?
No. We are building a long-term referral ecosystem with advisors who actively serve business owners and want a reliable finance partner when clients need controller-level support.
Ready to explore partnership?
Let's discuss the clients you serve, the types of opportunities you see, and how TruePoint can support those relationships professionally.