Referral partners

For anyone who advises business owners.

When a client needs a CFO, or books done properly, you can hand it to someone you know will do it well. Or keep it under your own brand and let Infraxus do the work. Either way, the client relationship stays yours.

Who this is for
  • Accountants and tax advisers
  • Business and financial advisers
  • EOS implementers and business coaches
  • Lenders and finance brokers
  • Lawyers and M&A advisers
Two ways to work together

Refer the work across, or keep it under your brand.

Refer a client

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
Delivery capacity

Defined outputs, under your brand.

Monthly management packs, 13-week cash flows, budget builds and three-statement models, each a defined deliverable at a fixed fee, known before you commit. Delivered on your engagement letter, in your formats where they exist.

  • Client-facing or invisible, your call per engagement
  • Native Excel, no add-ins, no dependency after handover
  • Rate card on request, with terms for multiple entities

Want to judge the standard first? The eight free templates are built the way client work gets built, then stripped to blank workbooks. Five minutes will tell you whether this belongs in front of your clients.

What protects your practice

Tax and compliance come back to you. Every time.

Written into the scope.

Anything tax-shaped or compliance-shaped comes back to your file. I’m not a registered tax agent. I completed the CA program, but I have never practised as an accountant and don’t hold myself out as one.

A cleaner file at year end.

Where Infraxus keeps the books, they’re reconciled every week and closed by the 5th, and your firm gets an accountant-ready pack with nothing to reconstruct.

No creeping retainer.

Every piece of work is scoped and priced in writing before it starts, so there’s nothing you have to explain to a client later.

Next

Twenty minutes, adviser to adviser.

Tell me about your clients and how you work. If your client base isn’t a fit, I’ll say so on the call rather than after it. Referral terms are walked through there rather than published, because professional bodies differ on what firms can accept.