"Should I buy this system?" — "Is my IT company overcharging me?" — "Do we need to do something with AI?" You can't bill for these, they're outside your lane, and guessing wrong costs you trust. Refer them instead.
An independent technology advisor for businesses with 10–50 employees. Flat fees, paid only by the client. We don't sell software, don't implement, and don't take vendor money — ever.
The Tech Reality Check ($399): a plain-English roadmap, a benchmark of what they're overpaying, a "do not buy" list, and a personal video walkthrough. No meetings, delivered in a week.
You look good. Your client gets a straight answer from someone with no skin in the sale, and their tech-spend picture comes back organized — useful input for your own advisory work.
Most "partner programs" pay you for sending clients. We don't — because the moment money changes hands, the advice stops being neutral, and neutrality is the entire product.
You refer because it makes you more valuable to your client. We deliver because our name depends on it. Nobody owes anybody anything — which is exactly what your client needs to hear about both of us.
The renewal that looks expensive, the software pitch they can't evaluate, the "we should use AI" itch.
They buy the Reality Check themselves ($399, online). You're never in the middle of the money.
Their report includes a clean picture of their tech spend — which tends to make your advisory conversations easier too.
The best way to know what you're referring: experience it. We're offering a complimentary Tech Reality Check of your own practice to a limited number of CPA firms — your software stack, your spend benchmark, your report and video. Same product your clients would get.
Async, like everything we do — you'll hear back within one business day. No sales call, no obligation to refer anyone.