PlainspokenBusiness Advisors

For referral partners

Your clients ask finance questions you don't have time to answer. Send them here.

I work with payroll and PEO reps, bookkeepers, CPAs, bankers, and benefits and insurance brokers who serve people-heavy businesses.

  1. You make an introduction

    A short email to me and the owner. That's it.

  2. I take it from there

    A 20-minute call. If it's not a fit, I tell the owner and you, and nothing is sold.

  3. You stay the owner's advisor

    I don't do bookkeeping, tax, payroll or insurance, so I send that work back to you.

Good referrals sound like this

"We're profitable, so why is cash always tight?" · "Can we afford to hire two more people?" · "My bank wants a forecast." · "I don't know which clients actually make money."

Set up a partner call