Two ways firms work with Infraxus.
Most firms come for delivery capacity: defined finance outputs, produced under your brand, at a fixed fee per deliverable. Some prefer to refer the work across entirely. Both are standing arrangements, and both are built so the client relationship never leaves your firm.
Delivery capacity, under your brand.
Monthly management packs, 13-week cash flows, budget builds, three-statement operating models. Each one is a defined deliverable at a fixed fee, known before you commit, so there is no surprise invoice for you to explain to a client.
All work begins from a closed trial balance. It is delivered on your engagement letter, in your firm’s formats and standards where they exist, or in mine where they do not. Client-facing or invisible is your call, per engagement. US hours, senior-level work, native Excel with no proprietary add-ins and no dependency after handover.
Rather than describe the standard of the work, here is the standard: eight working models, ungated, at the resource library. They 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.
The rate card is shared on a call. Fixed prices per deliverable, tiered by end-client size, portfolio terms for firms bringing multiple entities.
I cannot take your compliance work.
I cannot take your compliance work. I am not a CPA, I am not an enrolled agent, and I do not prepare returns. I do not do tax, audit, assurance or bookkeeping, and I am not set up to. I trained in business advisory at BDO and moved into operating finance rather than public accounting. I have never practised as an accountant and do not hold myself out as one.
That is not a promise not to compete. It is a structural fact about what I am able to do.
Anything tax-shaped, anything compliance-shaped, anything that belongs in your file comes back to you. Every time. It is written into how the work is scoped.
Scope is fixed in writing before it starts, so there is no expanding retainer you have to answer for. The client relationship stays yours.
Rather hand the work across entirely?
Some firms would rather refer a client outright than run the work under their brand. That works too, and always has. The client gets the fixed-fee diagnostic, anything compliance-shaped comes back to your file every time, and the relationship stays yours. Attribution is first touch on a six-month window, recorded on the day the introduction is made.
Referral terms are walked through on a call rather than published here, because state boards differ on what firms can accept. Paid referral or purely reciprocal, structured to your firm’s policy. Reciprocal is common and some of the best arrangements run that way.
Who it is for.
Owner-operated B2B businesses, roughly $2M to $30M in revenue. Services, projects, or people-heavy. The ones where the owner is still making the calls and the reporting stopped keeping up somewhere around the second or third good year.
Who I am.
Liam Collier. Business advisory at BDO across owner-operated and middle-market clients, then finance business partner inside a mid-size law firm, now running this. Remote-first, based in the Americas.
Next.
Twenty minutes. If your client base is not a fit I will say so on the call rather than after it.
Or call the United States line directly: +1 (929) 307-0728