specialize in funding CPA referrals and incentivise by providing the CPA with 1.5% of the funded amount. Our goal is to create a relationship that can help expand the referred merchant's profit and the CPA's pocket. Register below for your opportunity to make a strategic partnership. We can work with any business that qualifies for this product. Does your referral qualify? Register today and find out.
Register With Us
Refer Us To The Client
The Client Gets Funded
The CPA Gets Paid
Client Support Packages
We Accept Seasonal
We Accept Events
We Accept Contractors
These are all fixed cost loans. They are automated fixed daily and/or weekly payments 3 month to 15 month terms.
Our best term loans are stretched out 8-15 months (weekly payments 8%-16%) however; they require a high credit score and up-trending business banks statements.
Our merchant cash advances are shorter term 3-8 months with less stringent requirements (automated daily payments 16%-36%) but, early payment discounts are also availble on request.
Remember to tell them to include or attach their last 4 months of business bank statements. If requesting $75,000 or more we will need to review their most recent tax return, P&L's, and A/R aging report. Within 24 hours our underwriters will make a decision.
If the file doesn't meet our requirements we present the deal to other institutional lenders and let them undercut each other for an opportunity to syndicate with us. Once the best offer has been discovered we will present it to the client and send out the contract.
After signing the contract the client will need to provide a copy of voided check, drivers license/ ID, landlord verification, brief interview and bank verification process (to prevent fraud). (You will be paid 3-5 business days after funding)
This allows you to expand your services adding an additional revenue stream that assumes very little risk and 0 cost. You're providing a value added service that allows your clients to execute contracts in a timely fashion and bid for larger contracts.
This kind of service can help strengthen your business relationship with your clients. Lastly, with easier access to capital you build a competitive edge that other CPA's may not have.