Professional Partner Program for Accountants, Bookkeepers & Fractional CFOs
Productize your advisory services into repeatable monthly deliverables. Scale from 5 clients to 50 without proportionally increasing your workload.
Apply for Partner ProgramWhy Partner Advisory Matters
Traditional bookkeeping and accounting services are becoming commoditized. The professionals who thrive are those who deliver strategic advisory value—but doing it manually doesn't scale.
Evero helps you productize advisory into a repeatable system:
- Monthly KPI packs generated automatically from QuickBooks data
- Narrative insights that explain what the numbers mean
- Action plans with specific recommendations for each client
- Meeting agendas for structured monthly business reviews
How Partners Use Evero
Step 1: Onboard Clients
Connect each client's QuickBooks Online account (or upload CSV data). Evero automatically imports and analyzes their financial data.
Step 2: Generate Monthly Deliverables
Each month, Evero produces a comprehensive advisory package: KPI dashboard, narrative analysis, action plan, and meeting agenda. Review and customize as needed.
Step 3: Deliver & Discuss
Share deliverables through the client portal or export as professional PDF reports. Use the meeting agenda to guide your monthly business review calls.
Step 4: Scale Your Practice
With Evero handling the analytical heavy lifting, you can serve 5-10x more clients. Focus on strategic guidance and relationship building.
Monthly Delivery Cadence
| Week | Activity | Time Required |
|---|---|---|
| Week 1 | Data sync and initial analysis generation | Automated |
| Week 2 | Review and customize insights per client | 15-30 min/client |
| Week 3 | Deliver reports and schedule meetings | 5 min/client |
| Week 4 | Monthly business review meetings | 30-60 min/client |
Partner Pricing
Client-Billed Model
Your clients pay Evero $200/month directly for CFO Lite access. You maintain a free professional account to manage their organizations and earn recurring commissions.
Professional-Billed Model (Volume Discounts)
- 1-5 Organizations: $125/month per organization
- 6-10 Organizations: $100/month per organization (save $25/org)
- 11+ Organizations: $75/month per organization (save $50/org)
You bill clients at your own rates and keep the margin. Each organization includes 5 manager seats for your clients' team members.
Partner Benefits
- Centralized Client Management: Switch between organizations seamlessly from one professional dashboard
- AI-Powered Insights: Deliver CFO-level analysis without the CFO-level time investment
- Scalable Revenue: Grow your practice without proportionally increasing workload
- Client Dashboard Access: Give clients their own dashboards with controlled access levels
- Flexible Billing Models: Choose client-billed or professional-billed per client
- Calendar & Task Management: Google Calendar sync and task tracking per client
- Priority Support: Dedicated account management and early access to new features
Frequently Asked Questions
Who is the partner program for?
The Evero Professional Partner Program is designed for accountants, bookkeepers, fractional CFOs, and financial consultants who serve multiple clients. Whether you're a solo practitioner or a growing firm, our platform helps you deliver superior value to clients while scaling your practice efficiently with AI-powered financial analysis.
How does the Professional-Billed pricing work?
In the Professional-Billed model, you pay Evero directly with volume discounts: $125/month per organization for 1-5 clients, $100/month for 6-10 clients, and $75/month for 11+ clients. You then bill your clients at whatever rate you choose, giving you complete control over your pricing and profit margins.
What billing models are available?
We offer two models: (1) Client-Billed: Your clients pay Evero $200/month directly for CFO Lite access, and you maintain a free professional account. (2) Professional-Billed: You pay Evero discounted rates and bill clients directly at your own rates. Both models include up to 5 manager seats per organization.
What professional tools are included?
You get a comprehensive professional dashboard with: multi-client organization management, Google Calendar integration, task management system with templates and recurring tasks, income tracking to monitor revenue by client, client invitation system via email, and seamless switching between organizations.
Can I mix billing models?
Yes! You can have some clients on the client-billed model and others on the professional-billed model. This flexibility lets you customize your approach based on each client relationship.
How many manager seats are included?
Each organization includes 5 manager seats at no additional cost. This allows your clients to invite their team members with role-based permissions while you maintain full administrative control.
How does the platform help me scale?
Evero automates time-consuming financial analysis that would normally require CFO-level expertise. Our AI generates cash flow forecasts, ratio analysis, health scores, and strategic recommendations in seconds. This lets you serve 5-10x more clients with the same team.
What Professionals Are Saying
"Evero helped me transition from just doing books to delivering strategic advisory. My average client value increased 3x because I'm now seen as their fractional CFO, not just their bookkeeper."
"The monthly KPI packs are a game-changer. What used to take me 4+ hours per client now takes 20 minutes to review and customize. I've doubled my client count without burning out."
"Finally a platform built for professionals who manage multiple clients. The ability to switch between organizations and have everything in one place has transformed my practice."
Ready to Scale Your Advisory Practice?
Join the Evero Professional Partner Program and start delivering CFO-level advisory at scale.
Apply for Partner Program Schedule a Demo