You introduce, we contract, you get rewarded.
Best for firms that want to keep the relationship simple. You send the lead, we manage the engagement, and you earn a revenue-based referral fee when the client signs and pays.
Partner program for accounting firms
Grow your clients' outcomes without adding headcount.
Pappalardo Consulting helps bookkeepers and CPA firms extend their services with FP&A, fractional CFO, and analytics support for business clients that need more than compliance and monthly bookkeeping.
Two ways to work together: direct referral or white-label delivery, depending on how you want to serve the client.
Finance Insight Growth
Wall Street strategy for Main Street.
Senior-level financial planning and analytics for small businesses, startups, and owner-led firms.
Partner options
Choose the model that fits your firm.
We operate behind your brand.
Best for firms that want to offer premium finance support without building the capability in-house. You own the client relationship, and we deliver under your name as a subcontractor.
Services
What we deliver for your clients.
FP&A
Budgets, rolling forecasts, scenario planning, cash flow visibility, and monthly performance reporting.
Fractional CFO
Strategic guidance, KPI management, board/investor reporting, pricing and margin analysis, and decision support.
Analytics
Dashboards, data cleanup, business intelligence, trend analysis, and operational metrics that help owners see what matters.
Special projects
Fundraising models, 13-week cash flow, lender packages, M&A support, and one-off financial analysis.
How it works
Keep it simple for your team and your clients.
1
Submit the intro
Send us the client lead or choose the white-label path if you want us to operate under your brand.
2
Fit call and scope
We confirm goals, timeline, pricing model, and whether the work is direct referral or subcontracted delivery.
3
Agreement and kickoff
We finalize the paperwork, collect what we need from the client, and start the engagement.
4
Deliver and report
We provide clean, client-ready work products and keep communication tight so the engagement stays smooth.
Why partners choose us
- CPA/MBA-led.Built by someone who understands both client service and higher-level financial analysis.
- SMB-focused.Designed for owners who need clarity, not corporate complexity.
- Brand-safe.Confidential, professional, and structured to protect your relationship with the client.
- Fast start.Most projects can move from intro to kickoff quickly once scope is clear.