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A Capital Partner You Can Trust
Turn Financing Requests Into a New Revenue Stream
Built for CPAs, Tax Advisors, Accountants & Bookkeepers
Your clients ask about financing every day.
We help you say yes — without adding risk or extra work. We provide fast, flexible business funding solutions while you remain the trusted advisor.
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What We Offer
Working Capital & MCA Solutions
Lines of Credit & Term Loans
Fast Approvals & Funding
White-glove Client Experience
How It Works
Refer your client
We handle the entire funding process
You get paid when the deal funds
Why Partner With Us
• Direct lender
• Advisor-friendly process
• Ethical, transparent funding
• Protects your client relationships
• Competitive referral compensation