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For accountants and bookkeepers

You see the cash-flow problem first. Now you can solve it.

You are usually months ahead of the owner in knowing that capital is coming. Refer the funding, keep the advisory relationship, and get paid when it closes — without becoming a broker.

Pre-qualify in 4 minutes 612-927-2055

Same weekCommission payouts

FullFile transparency

10 minPer referral

Why it fits

Why this works for accountants & bookkeepers.

You already read the bank statements a lender would underwrite from
Your clients ask you about financing before they ask anyone else
You can flag the problem early, when cheaper structures are still available
It adds revenue without adding a licence, a lender panel or compliance burden

Referral triggers

What to watch for, and where it goes.

When you see one of these, that is the moment to make the introduction.

What you notice	Likely program
Receivables stretching past 45 days	Invoice factoring
Payroll funded from the owner's personal account	Working capital
Seasonal revenue with lumpy expenses	Line of credit
Stacked advances choking daily cash	Consolidation
Owner buying a building or a competitor	SBA 7(a) and 504

Programs shown are typical matches, not guarantees. Every file is placed on its own merits after review.

How it works

Ten minutes of your time, start to funded.

Introduce the client with a sentence of context — no forms for you to fill out.

We take the application, collect documents, submit to the right funders and negotiate.

You see every offer if the client wants you in the loop, and we will explain the pricing to you directly.

Commission pays the week it funds, against a schedule you saw before your first referral.

Become a partner 612-927-2055

Partner questions

What partners ask first.

For commercial business financing in most states, no licence is required simply to introduce a client. You are making an introduction, not brokering or underwriting. Check your own professional body's rules on referral compensation and disclose the arrangement to your client.

Disclose that you receive a referral fee and let the client decide. Most owners are relieved that someone who understands their numbers is helping choose the structure.

The same week the deal funds. You see the funder's fee on the closing statement, so the split is verifiable rather than something you have to take on faith.

Entirely. We are the funding desk behind you, not a competitor. We do not market to your clients and we do not cross-sell them.

No. Some partners send one file a quarter and others send several a week. Both are welcome and both get the same attention.

All 30 questions Ask Night Fox something else

Other partners

Ready when you are

When your bank says no. We find who says yes.

Send one file and see how it runs. No agreement to sign before you do, no minimum volume, and nothing changes about who owns the client relationship.

Talk to Travis directly612-927-2055

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Funding programs

You see the cash-flow problem first. Now you can solve it.

Why this works for accountants & bookkeepers.

What to watch for, and where it goes.

Ten minutes of your time, start to funded.

What partners ask first.

Who else works with us.

CPA firms

Equipment dealers

Commercial real estate brokers

Insurance agents

Business brokers

Franchise consultants

Marketing agencies

ISOs & funding brokers

When your bank says no. We find who says yes.