For accountants, bookkeepers, solicitors, finance brokers and financial planners

Get the introducer pack

Tell me where to send it and I will email you the pack. It is sent once, with the option to hear from me occasionally about referring clients. You can stop at any time.

What is in the pack

The introducer pack (PDF). What I prepare, how long it takes, and how a referral works from your side.

Sample documents. A financial and business analysis, a forecast and a plan or forecast check, all for fictional businesses.

Fees. Fixed fees in writing before work starts. Accountants and bookkeepers can receive an introducer fee of £25, £50 or £100 depending on the fee, subject to professional guidance. There is no fee for solicitors, brokers or financial planners.

I never compete for your client's accounts, tax or legal work.