Partners

We're Better Together

Bookkeepers, CPAs, EOS® Implementers, coaches, lenders. We work alongside the people your clients already trust.

If you know a founder who could use a Finance Seat, we'd love an introduction. We'll get to know them, listen to what's happening in the business and help determine what kind of financial support would actually be useful.

And we'll keep you in the loop. Our goal isn't to replace the trusted people around the table. It's to make the whole table stronger.

You make the introduction. We'll handle the relationship with care.

A note for our partners
Who we are

A Friendly Guide in the Finance Seat

Amplify is a team of fractional CFOs helping growing businesses stay on track toward their financial goals through forecasting, regular financial conversations and high-level strategy.

We take the guesswork and jargon out of finance so owners can understand what's happening, see what's ahead and make their next decision with confidence.

Hospitality is at the heart of how we work. We meet people right where they are, make the complex feel approachable and come alongside them as a friendly guide.

When to introduce us

Listen for Questions Like These

We work best with growing businesses between $2M and $50M in annual revenue that are wrestling with questions like:

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They may already have someone in the Finance Seat, or no one at all. Either way, they need CFO-level insight but may not need (or be ready for) a full-time CFO.

That's where we come in.

How we work together

Every Introduction Starts With a Conversation

We listen, learn what's happening in the business and figure out what kind of support would be most helpful. If that's Amplify, great. If it's not, we're happy to point them toward another resource or trusted partner.

No hard sell. No stepping on toes. Just a helpful conversation about what they need next.

Our process
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You make the introduction. We'll schedule a conversation, listen well and help identify the right next step, whether that leads to Amplify or somewhere else.

Guide matching

The Right Guide at the Table

When a business owner decides to work with Amplify, we thoughtfully match them with a Guide on our team.

The relationship with their CFO matters, so we consider the business, its needs and personalities to find a Guide who feels like the right fit.

We want clients to feel comfortable, understood and genuinely glad to have their Guide at the table.

Make an introduction

Ready to connect someone with Amplify? We've made it easy.

Make an Introduction

Not sure if they're a fit? Just ask us. We're always happy to talk it through.

Need help with the intro?

Feel free to copy, paste and personalize this:

Hey [Name], I wanted to introduce you to the team at Amplify. They provide fractional CFO support for growing businesses and help owners get more clarity around cash flow, forecasting and big financial decisions.

I thought it might be helpful for you two to know each other, so I'll let you take it from here!

Who we partner with
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Serve the same founders we do? We don't do bookkeeping, taxes or coaching. We partner with the people who do. If our clients overlap, let's figure out how to serve them better together.

Start a conversation