Introduce your business-owner clients to a free review

For CPAs, wealth advisors and lenders. Your client gets a free 30-minute review with a Finnus operating advisor, and the option of a monthly review after that, with a record of every decision they make.

It gives you a reason to talk about the year ahead, not just last year's taxes. It costs your client nothing to start and takes none of your time beyond the introduction. We work alongside you: we don't do bookkeeping, tax or legal work.

If your client joins, we keep you in the loop when they want us to. We never take a cut of a sale and we don't buy businesses.