A referral and co-selling program built for accounting firms and Microsoft small business partners

Bring us the opportunity, we handle the delivery and the rest!

Built for two kinds of trusted advisors

Both segments are already the first call a small business makes when something feels urgent or unclear — we make sure that call has a good answer.

ACCOUNTING FIRMS

Your clients ask you about data security, compliance, and cloud costs constantly. Now you have somewhere to send that question.

  • Strengthen your advisory relationship beyond tax and books
  • Zero delivery risk — refer and step back
  • Co-branded material you can send under your own name

MICROSOFT SMALL BUSINESS PARTNERS

You already sell Microsoft 365, Dynamics, or Azure. We fill the security and managed-services gap without you building a practice.

  • Deal registration protects opportunities you bring
  • Bundle managed security into your existing proposals
  • Microsoft AI Cloud, Claude and AWS certified delivery team

Three tiers, one growth path

Start light. Move up as the relationship deepens — there’s no requirement to commit further than you’re ready for.

Referral Partner

Accounting firms & small consultancies

  • Refer leads, no resale or delivery required
  • Co-branded email & one-pager templates
  • 5-day application turnaround

Certified Partner

Microsoft small – medium business partners & MSPs

  • Co-sell with light implementation support
  • Deal registration & channel protection
  • Quarterly business reviews
  • Joint webinars & case studies

Strategic Alliance

Established partners & larger firm networks

  • Joint account planning
  • Embedded delivery on shared projects
  • Dedicated partner support contact

From application to first payout

A short, low-friction path designed so a busy firm can start referring within a week.

Step 1

Apply & Qualify

A short application covering firm size, client base, and current tech stack. Reviewed within 5 business days.

Step 2

Onboard

A 30-minute enablement call on our service catalog and ideal client profile, plus portal access for tracking referrals and commissions.

Step 3

First Referral

Our team leads the client conversation. You stay looped in on progress and are credited through close.

Step 4

Ongoing Enablement

Quarterly reviews, direct access to our engineers on active opportunities, and co-marketing as the relationship grows.

Commission Structure

Simple, transparent, and paid net-30 from client payment receipt.

Tier Structure
Referral Partner One time fee
Certified Partner Recurring share
Strategic Alliance Custom split

5 Days

Application review time

Net-30

Commission payout terms

3

Certified cloud platforms — AWS, Microsoft, VMware

20+ Yrs

Delivery team experience

Ready To Bring Your First Referral?

Applications are reviewed within 5 business days — no cost or commitment to apply.

We’re Going To Become Partners

For The Long Run.

Testimonials

What Our Clients Have to Say

Our Partners