You can deliver it — without the hire.
Your clients need more than compliance.
A white-label partnership model for accounting firms ready to expand into advisory and operational services.
The shift you're already seeing
Your clients are asking harder questions. They want cash flow forecasts, scenario models, board-ready financials, and guidance on how to actually run the business — not just file the taxes. The firms that can answer those questions will grow margin and deepen retention. The firms that can't will compete on price in a market that's compressing.
You know the advisory opportunity is real. The problem is execution. Hiring a senior finance professional is a $200K+ decision with 12–18 months to justify. Building service packages, managing a different type of client relationship, absorbing the reputational risk of work outside your core — it's a lot to take on.
How the partnership works
White-label delivery.
Your clients see your firm. Not ours. We don't market to your clients and we don't compete with you.
You set the pricing.
Bill at your rate. Pay us at wholesale. The margin spread is yours.
No hiring required.
No recruiting, no management overhead, no fixed cost. You earn margin from the first engagement.
Start with one client.
No volume commitment. No long-term contract. Expand based on results.
Senior practitioners.
20 years of finance and operations leadership. Financial modeling, forecasting, scenario analysis, board preparation, and operational scaling — all delivered at a level your clients expect from a senior hire, without you making one.
The economics
Your firm bills the client at your rate. You pay Group 18 at a wholesale rate. The spread is your margin.
For a firm placing five clients on $5,000/month advisory retainers, that's $25,000/month in new revenue and roughly $105,000 in annualized margin — from a service line that didn't exist before, delivered with zero incremental headcount.
Common questions
Do you work directly with our clients?
Only through your firm. We operate under your brand.
Who controls the pricing?
You do. You set the rate. You define the margin.
What if it doesn't work?
No long-term commitment. Either party can step back.
Do you work with other firms?
Yes. Your client relationships remain yours regardless.
Let's see if this fits.
A 20-minute conversation about your firm, your clients, and where you're headed. No pitch. No proposal.