Protect your trusted advisor seat
Your clients already trust you with their financials and their future. When you introduce a benefits expert, you deepen that relationship without losing ownership of the account.
CPA Strategic Alliance
Many accounting firms are asked healthcare and employee benefits questions by their clients but do not want to become benefits experts. I partner with independent CPA firms as an outsourced employee benefits consultant — your firm strengthens client relationships while sharing in recurring referral revenue.
Why CPAs Refer Brian
Your clients look to you for guidance on big business decisions. Employee benefits is one of the largest controllable expenses on their P&L — and the area where independent, data-led advice is most scarce.
Your clients already trust you with their financials and their future. When you introduce a benefits expert, you deepen that relationship without losing ownership of the account.
The partnership includes a documented revenue share agreement. Every successful engagement creates a new, recurring-style revenue stream for your firm — with no additional headcount.
Brian does not sell insurance products or replace the broker. He provides an independent assessment and represents the employer, not the carrier. That means no conflict with your objectivity.
You make the introduction. We execute the assessment, present the findings, and deliver the strategic roadmap. You stay informed at every step so the client sees you as the connector.
What Your Clients Receive
An executive-level review of the client's benefits program. Independent, data-led, and delivered as a written presentation with findings and a strategic roadmap.
For the client, the assessment is complimentary — the same diagnostic that would typically be a paid engagement.
Refer a Client TodayHow the Partnership Works
Introduce Brian to your client as your independent benefits advisor
Brian runs the Benefits Optimization Assessment and presents findings
You receive a transparent revenue share for each engagement
The agreement is written, straightforward, and documented up front. You know exactly how revenue is recognized and when payment is made. There are no surprises, no hidden clauses, and no ongoing administration.
Next Step
Send a short note or connect on LinkedIn. Brian will reply with a one-page overview, a sample agreement, and a few questions to see if the fit is right.
No pressure. No obligation. The client assessment is complimentary.