Refer with confidence. Earn meaningfully.
Attorneys, financial advisors, bankers, bookkeepers, and consultants refer their clients to firms they trust. Troy Accounting's Partner Program rewards those introductions with transparent compensation and the assurance that your client will be cared for properly.
Built for the advisors your clients already trust.
If you sit in a room with business owners and they regularly ask you for an accountant recommendation, you are who this program is for.
Business Attorneys
Entity formation, M&A, employment, contracts. Your clients ask you about accountants every week. Refer with confidence to a firm that will not embarrass your introduction.
Financial Advisors & Wealth Managers
Business owner clients need clean financials to optimize tax-deferred contributions, plan exits, and structure compensation. We coordinate seamlessly with your team.
Bankers & Lenders
Your underwriting depends on clean financials. Refer clients whose books need work, and we will get them lender-ready quickly. Faster diligence, better outcomes for everyone.
Solo Bookkeepers
Have a client who has outgrown your capacity? We hire-out our routine work and we welcome warm transitions. Your reputation stays intact, your client stays cared for.
Business Consultants
Operations, marketing, and management consultants whose clients keep asking about finance. We handle the accounting so your engagement stays focused.
Insurance & Benefits Brokers
Group health, retirement plans, workers' comp. Your clients need clean books for renewals and benefits design. We deliver them on time, every time.
Transparent compensation, no fine print.
You refer a client, they sign a Troy Accounting engagement, you receive referral compensation. Simple, predictable, paid quarterly.
For occasional referrers (1 to 4 referrals per year)
- 10% of first-year engagement revenue, paid as a one-time referral fee
- Dedicated referral coordinator for warm handoffs
- Direct line to Troy's account leads for status updates
- Quarterly partner newsletter with planning insights you can share with your clients
For active referrers (5 to 14 referrals per year)
- 15% of first-year engagement revenue, plus 5% of year-two retention
- Co-branded resource materials (one-pagers, calculators, articles)
- Quarterly partner roundtable, peer network of senior advisors
- Priority response on referred client matters
- Invite to Troy Accounting's annual partner summit
For deep partnership relationships (15+ referrals per year)
- 20% of first-year engagement revenue, plus 7% of year-two retention
- Branded "Troy Accounting Partner" designation, listed in our partner directory
- Joint marketing opportunities including webinars and co-authored content
- Reverse referrals from Troy's client base when appropriate
- Dedicated Troy senior partner as your relationship lead
Four steps from referral to compensation.
Make the Introduction
Email or phone introduction. Include context on what your client needs. We respond within one business day.
Discovery Call
Your client books a discovery call. You can join if you would like, or step out and let us take it from there.
Engagement Signed
If we are a fit, your client signs an engagement letter. You receive a notification and a confirmation of referral credit.
Quarterly Payout
Referral fees paid quarterly via ACH or check. Detailed statement showing every referred client and earnings to date.
The five things every advisor wants in an accounting referral partner.
- They will not embarrass you. Senior US-based staff on every engagement, no offshore handoffs that surprise the client.
- They will not poach. We do not market financial planning, legal work, lending, or other services that overlap with your practice.
- They will respond. Communication standards apply to referral partners too. You will not be left wondering whether the introduction landed.
- They will tell you the truth. If we are not a fit for your client, we will say so, point you toward someone who is, and not waste anyone's time.
- They will deliver. Monthly close on schedule, deadlines hit, deliverables that hold up to scrutiny. That is what makes the referral worth making in the first place.