Partnership opportunity
If you serve growing Bay Area businesses, get in touch.
We refer clients out constantly for tax, legal, capital, and specialist work we do not staff. What we want back is a short list of professionals we trust, not a directory.
What we are actually looking for
We are not trying to build a large directory. The relationships that last are with a handful of professionals in each discipline who do consistently good work and who tell a client the truth when the answer is inconvenient.
The practical test is simple. If we send you a client and you handle them well, you keep getting clients. And if you send us a client whose books are a mess, that gets fixed before it ever becomes your problem.
Where we refer out most
- Tax preparation and planning
- Business and employment law
- Commercial lending
- Formal valuation
- Multi-state payroll
How it starts
Send an email
Tell us what you do and who you serve. A few sentences is enough. No form to fill in.
A short call
Thirty minutes to work out whether our client profiles genuinely overlap. Often they do not, and that is a fine outcome.
One referral
We start with a single introduction and see how it goes on both sides before either of us leans on it.
Get in touch
hello@svaccounting.comAndy Lau, Managing Partner
Silicon Valley Accounting Solutions, Santa Clara
Useful to include
- What you do and where you are based
- The kind of client you serve best
- Anything you would rather not be sent
- Whether you have referred to an accounting firm before
Also from Silicon Valley Accounting Solutions: about us, partners, CPA partnership program, and outsourced accounting.
Start with a clarity call.
Thirty minutes with a partner. Bring last month's P and L if you have it. You will leave with a straight answer about whether we can help, including when the answer is no.
Book a clarity call