Book a Referral Discussion

A confidential 30-minute call to discuss our accountant and advisor referral programme, referral fees, client protection and how the programme works in practice.

Select a time that works

What we will cover

Your practice (10 mins)

We learn about your firm, the types of clients you advise and the situations where ERP conversations are coming up.

The programme (10 mins)

We walk through referral fees, client protection, how we keep you informed during implementation and our commitment to never compete for your advisory work.

Your questions (10 mins)

Open discussion on anything you need to know - fee structure, how referrals work in practice, reporting or collaborative configuration.

Prefer to Call or Email?

If you would rather speak to us directly or send details in advance, you are welcome to get in touch through our contact page.