"Payroll is going to be tight until our receivables come in."
Turn unpaid B2B invoices into cash now. Grows with invoice volume, funding in days.
Invoice factoring See who it fits and what to sayFor CPAs & bookkeepers
Your clients already ask you about cash flow. Now you have a trusted answer.
You see a client’s numbers before anyone else does. When they need capital, introduce them to LendTrack. Our funding team handles everything, and you earn 30% of the commission when the deal funds.
Moments you'll recognize
You already hear these. Each one is a funding deal.
"We had a great year. How do we fund the next location?"
Bigger amounts and longer terms for growth. $10K to $5M, weeks, depending on the program.
SBA & term loans See who it fits and what to say"The bank said no, and I don’t know where else to go."
Fast capital based on revenue, not just credit. $5K to $1.5M, funded in 1 to 3 days.
Working capital See who it fits and what to sayWhy CPAs and bookkeepers make great partners
No one sees the need for capital earlier than you
01
You see the numbers first
Cash crunches, seasonal dips and growth spurts show up in the books long before the owner asks a bank.
02
Your advice carries weight
Clients trust their accountant more than any lender. A warm introduction from you gets taken seriously.
03
It deepens the relationship
Helping a client get funded makes you more valuable to them, and it’s a new revenue line that doesn’t eat your billable hours.
How it works
You make the introduction. We do everything else.
- 1
Introduce your client
Share your funding page or submit a client from your dashboard. It takes a few minutes.
- 2
We handle the funding
A specialist calls within 24 hours, collects documents, underwrites and matches the right lender.
- 3
You earn 30%
When the deal funds, 30% of the commission is yours. On average, $1,000 to $2,000 per funded deal.
What to say
A natural way to bring it up
No pitch needed. Here's a line that works for CPAs and bookkeepers. Your dashboard has talk tracks for every funding product.
Try this with your next client
"I noticed cash has been tight around payroll. I work with a funding team that helps businesses like yours find capital, often in a few days, and checking your options won’t affect your credit. Would it help if I introduced you?"
What your clients can get funded for
The products CPAs and bookkeepers refer most
Funded in 1 to 3 days
Working capital
$5K to $1.5M
Fast capital based on revenue, not just credit
Learn more Same-day approvals in most casesBusiness line of credit
$5K to $1.5M
Revolving credit they can draw from anytime
Learn more Funding in daysInvoice factoring
Grows with invoice volume
Turn unpaid B2B invoices into cash now
Learn more Weeks, depending on the programSBA & term loans
$10K to $5M
Bigger amounts and longer terms for growth
Learn moreYour earnings
30% of every commission. No cap.
Partners earn $1,000 to $2,000 per funded deal on average. Refer as many clients as you like.
FAQ
Questions CPAs and bookkeepers ask
Can I accept referral commissions as a CPA?
Rules vary by state board and by the type of engagement. Many CPAs disclose referral fees to their clients in writing, and some engagements don’t allow them. Check with your state board of accountancy or compliance advisor before accepting commissions.
Do I need to share my client’s financials?
No. You make the introduction and share only what your client is comfortable with. Our funding team works directly with your client from there.
Will this take time away from client work?
An introduction takes a few minutes. You never prepare applications or chase documents. Our team does that.
Do I need lending experience?
No. You make the introduction. Our in-house funding team handles the calls, documents, underwriting and closing.
What does it cost to join?
We cover membership options on your demo call, once we understand your network and goals.
Book your demo call
See how CPAs and bookkeepers earn with LendTrack
We'll tour the platform, look at the clients you already serve and show you exactly how referrals turn into commissions.
- Tour the platform. Your funding page, dashboard and AI fundability check.
- Map your client base. Spot the clients who need capital right now.
- Find out if you qualify. If it's a fit, we'll walk you through membership options.
LendTrack Demo CallPick a time that works for you
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