For CPA Firms, Fractional
CFOs, and Financial Advisors

Help your clients execute on their P&L. Earn recurring revenue every time they do.

Together, TallyTeller, Financial Foundation, and the Guided Execution System deliver execution intelligence, execution-ready financials, and structured implementation support for your clients — without adding headcount, competing with your practice, or changing your core business model.

WHAT THE PROGRAM OFFERS

What the CPA Partnership Program Includes

White-label TallyTeller access: Deploy TallyTeller for your clients under your firm's identity. Your brand. Your relationship. Our platform.
20% recurring revenue share: Earn recurring revenue on every TallyTeller subscription introduced through your client relationships.
Financial Foundation (execution-ready bookkeeping): We handle the structured bookkeeping optimized for TallyTeller accuracy — coordinated with your work, not competing with it.
Quarterly execution reviews you can brand: CFO-level P&L execution reviews powered by TallyTeller's execution intelligence — delivered under your firm's brand if desired.
Platform enablement and support: We train your team and your clients on TallyTeller. You focus on advisory. We make sure the technology works.
You maintain client relationship and billing: TallyTeller never goes directly to your clients without your involvement. You own the relationship. We support it.

WHY THIS WORKS

Why This Model Works for Your Firm

CPAs: Keep Client Relationships and Add Recurring Revenue

TallyTeller does not do tax filing, payroll, or compliance. It does the execution layer your clients need — and that you never had time to build.

Bookkeepers & Advisors: Better Financial Data. Higher-Value Advisory.

Financial Foundation provides execution-ready, clean financial data that flows seamlessly into your existing workflows.

Consultants & Fractional CFOs: Deliver Structured Execution Reviews Under Your Brand

The Guided Execution System and CFO-style execution reviews give your consulting clients a structured performance system that converts insight into action.

Financial Professionals: Turn Client Referrals Into Recurring Revenue

The revenue share program converts your software referrals into recurring income without changing your core practice model.

THE PARTNERSHIP IN ACTION

How the Partnership Works in Practice

CPA discovers TallyTeller

The CPA identifies an opportunity to expand client value without adding staff, building software, or changing the firm’s core service model.

CPA refers client

Financial Foundation handles execution-grade bookkeeping. The CPA maintains the relationship, keeps billing, and receives 20% revenue share on the TallyTeller subscription.

Client gets the full stack

Reliable financial data, execution intelligence, and structured implementation support — coordinated with the CPA’s strategic advisory relationship.

CPA's value increases

Clients stay longer. Advisory conversations go deeper. Revenue per client increases — without adding headcount or changing the core practice.

YOUR PRACTICE. OUR ROLE.

We Never Compete. We Always Enable.

TallyTeller is built to work alongside accounting professionals. Our role is clearly defined and consistently enforced.

What We Do:

Provide the execution intelligence layer that strengthens client relationships and improves retention.
Ensure financial data is clean, consistent, and execution-ready
Support structured execution reviews and accountability conversations
Create a recurring revenue stream from client relationships you already own — without adding headcount.

To Be Clear, We Never:

READY TO PARTNER?

Explore the CPA Partnership Program

TallyTeller + Guided Execution = Your complete P&L execution stack for clients. If you are a CPA, accounting firm, fractional CFO, or financial advisor who wants to expand client value, add a software revenue stream, and deliver execution intelligence at scale — this program is built for you.

TallyTeller

For CPA Firms, Fractional CFOs, and Financial Advisors