Partner program

Your clients need a back office. You get $1,000–$4,500 for the intro.

DeskFlow runs finance, HR and admin for small businesses — the transactional work that clogs your close and your inbox. Send a client our way and you earn $1,000–$4,500 in cash at day 30, scaled by the plan they land on (Standard and up). They get $500 in credit and a team that keeps their books ready for you.

Apply to partnerTalk it through first
  • $1,000–$4,500 per client
  • Cash, paid at 30 days
  • No contract, no minimums
Why advisors send us clients

Fix the layer underneath your work.

The clients who need this most are the ones already costing you the most time — the ones whose books arrive late, incomplete, and three weeks after you asked.

  • Books that are ready when you are

    A real close calendar, reconciled accounts and clean AP/AR — so the file you open in month two isn't the reason your advisory work runs late.

    • Real close calendar
    • Reconciled accounts
    • Clean AP/AR

  • It doesn't touch your scope

    We do the transactional and administrative layer. No tax returns, no audited financials, no advice. Your engagement letter stays exactly as it is.

    • No tax returns
    • No audited financials
    • No advice

  • $1,000–$4,500, in cash, per client

    Not credit, not a discount on something you don't buy. Cash, sent the day it clears — and the bigger the client you send, the bigger the cheque, up to $4,500.

    • Cash, not credit
    • Paid at 30 days
    • Up to $4,500
How it works

Four steps, and only one is yours.

  1. Apply in two minutes

    Tell us about your practice. A real person reviews every firm and replies within one business day.

  2. Get your link and your login

    One link, unique to you — share it in an email, on your site, or in the handover pack. Your partner portal opens in the same reply.

  3. Your client subscribes

    They pick a plan and, on any plan the program covers, $500 in credit lands on their first invoice. Setup runs about 10 business days. We email you the moment they sign up.

  4. Your payout lands at 30 days

    After 30 active days the payout clears at the rate for their plan, and we send it straight out — no monthly run to wait for.

The terms

No fine print worth hiding.

What each plan pays, when it clears, and the one plan that earns nothing — the whole deal on one screen.

What each plan pays

The same table our ledger pays from

Partner payout by the plan the referred client lands on. Lists each DeskFlow plan, its monthly price, and the cash the referring firm earns — including the plan that earns nothing.
Their planYou earn
Standard$1,000
Professional$1,500
Premium$3,000
Premium Plus$4,500
BasicNot in the program
What you earn

$1,000–$4,500 per client

Cash, per referred business — not credit against a DeskFlow bill. The amount is set by the plan your client lands on; the full table is above.

When you're paid

30 days

Your client subscribes, pays, and stays past our money-back window. Cancel inside it and nothing clears.

How it's sent

As it clears

We don't hold payouts for a monthly run — each one goes out by hand when it clears, on the method you gave us, and you get an email when it does.

What your client gets

$500 in credit

Applied to their first invoice for coming through you, on top of a 30-day money-back guarantee. On the plans the program covers — the table above shows the one it doesn't.

Approved firms get a partner portal. Sign in to follow every referral from signed-up to cleared, choose how you want the money sent, register a client before you introduce them, and pull your link and client one-pager whenever you need them. We still email you at each step — the portal is there for the detail, not a place you have to check.

The full program terms are in our Terms of Service.

Who this is for

Built for the people clients ask first.

If you advise small businesses and keep getting asked who can actually do the work, this is built for you.

  • CPA & accounting firms

    For the clients whose books you inherit half-finished every quarter, and the ones asking you to recommend someone to run their payroll and AP.

  • Bookkeeping practices

    When a client outgrows what you want to take on — multi-entity, payroll across states, an AP queue that needs daily attention — hand off the volume, keep the relationship.

  • Fractional CFOs & controllers

    You were hired to build the model, not chase receipts. DeskFlow becomes the operating layer your reporting sits on.

FAQ

Questions advisors actually ask.

Apply

Send us one client and see.

The fastest way to judge this is to pick the client whose books cause you the most pain and introduce us. If it goes well, you'll know exactly who to send next.

  • One business day reply, from a person
  • No contract, no quota, no exclusivity
  • $1,000–$4,500 per client who subscribes and stays
  • We keep you in the loop if your client wants that

Rather ask questions first? Book a 20-minute call and we'll walk through the kinds of clients this suits.

Apply to partner
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A real person reviews every firm and replies within one business day. No contract, no minimums, and $1,000–$4,500 per client who stays. See our partner terms and privacy policy.