Hand it across. Stay the adviser.
The client books twenty minutes and gets a free written verdict on their finance function. If the file warrants it, a fixed-fee fix or an ongoing fractional CFO follows. If it’s the books, bookkeeping, with the first month free. See bookkeeping prices.
- Attribution recorded the day you make the introduction, first touch, six-month window
- Paid referral or reciprocal, structured to your policy
- The relationship stays with you