Overview
Is This the Right Program for You?
CPAs and accounting professionals sit at the center of their clients' financial lives — which means you often see the need for financing before anyone else does. The SGF CPA Partner program makes it easy to connect your clients with the right commercial financing while protecting the trust you've built.
Who This Program Is For
CPA firms and solo practitioners with small business client bases
Bookkeepers and financial controllers embedded in client operations
Tax advisors who review business financials and identify capital gaps
Accounting professionals seeking to deepen client relationships
When This Program Is Not the Right Fit
Practices without active small business or commercial client relationships
CPAs seeking to underwrite or structure deals independently
Firms with compliance restrictions on referral compensation — consult your ethics board first
Your Role
What You Do
Flag clients who may benefit from business financing during routine advisory
Make a warm introduction to the SGF team — no pitch required
Optionally assist with financial document prep to accelerate underwriting
SGF's Commitment
What We Provide
A financing process built on the same documentation you already work with
Clear, jargon-free communication so you stay informed
Referral compensation on funded transactions
A trusted capital resource you can confidently recommend to clients
Common Questions
Frequently Asked Questions
Ready to Get Started?
Contact us to start the application process. We review every partner application personally.