For CPAs, attorneys and advisors
Partner with TFI
Your clients already trust you with their numbers. You see the payroll taxes, the shipping bills, the contracts nobody has looked at in years. Chasing down savings in every line is not your job.
Send them to us. We review their costs, bring in the right specialist, and keep you in the loop. You stay their advisor. We do the legwork.
CPAs and bookkeepers
You see every line item. Give clients a way to lower payroll taxes and operating costs without running it yourself.
Attorneys, brokers and exit planners
Lower costs before a sale mean higher EBITDA going into the deal. We find savings while you work the transaction.
Bankers and wealth advisors
A business that spends less is a stronger borrower and a better asset for its owner.
Customs brokers, IT and insurance
You already talk to owners about one bill. We can help with the rest.
How it works
- Sign up below. We set up a short call to learn how you work.
- When a client could use help, send them over with the referral form.
- We review their costs, reach out to them, and keep you updated.
What we review for your clients
Payroll taxes and benefits, UPS and FedEx shipping, tariff refunds, business funding, phone, internet and IT, card processing fees, freight, utilities, commercial property tax and business insurance.