ExecWing for accounting and CPA firms.
CPA firms and tax practices whose clients need ongoing finance admin between filings. Refer the leaders you already work with and earn a recurring referral fee for as long as they stay. Fee details on request.
Where a dedicated assistant fits.
Tax season shows you which clients have messy books and no one to fix them. Pointing them to a dedicated bookkeeping or operations assistant means cleaner records next year and fewer late-night document chases for your team.
What your clients usually hand off
- Year-round categorization and reconciliation support
- Document collection for tax season
- AP/AR and payroll inputs handled on schedule
- Admin support for owners who are behind on everything
Roles your clients usually start with
Each assistant is dedicated to one client, managed by ExecWing, and available part-time or full-time (typically 20- or 40-hour workweeks).
How accounting and CPA firms work with us
- Refer clients whose records need ongoing upkeep
- Use a dedicated assistant for your firm's own admin, scheduling and document intake
- Agree hand-offs so the assistant prepares and your team reviews
Professional rules. Licensed professionals must follow their own referral-fee and disclosure rules. We provide a disclosure template on request; ask your own counsel or regulator if you're unsure.
How the referral works
Sign up
Use the form on the partner page. We send the partner agreement and a W-9 request.
Introduce
Email the leader, copying [email protected]. We confirm acceptance within 10 business days.
We deliver
Meeting, matching, onboarding and weekly quality checks, all handled by ExecWing.
Get paid
Your referral fee is paid after the client pays, with a statement each time.
A summary only; the signed Partner Referral Agreement controls. Read the plain-English agreement summary.
Questions from accounting and CPA firms
Can a CPA receive a referral fee?
It depends on your state board and professional rules, including independence for attest clients. Check them before accepting a fee; we provide a disclosure template.
Do your assistants prepare tax returns?
No. ExecWing doesn't do tax preparation or CPA work. Assistants handle bookkeeping inputs and admin; your firm keeps the professional work.
Is there a cost to join?
No. There is no fee to join the partner program.
How much do partners earn?
A recurring referral fee on each client you refer, for as long as they remain a client. We share the details when you request the partner agreement.
Do I have to sell?
No. Make an introduction; we handle the meeting, contracting, onboarding and quality checks.
How do I register a referral?
Send an email introduction copying [email protected], or submit the company through your partner sign-up. A referral counts if the client signs within 180 days, and the first accepted registration wins.
When am I paid?
By ACH within 30 days after each month (or quarter, if you choose) in which we collect fees. Balances below the minimum payout carry forward to the next payout.
Is assistance part-time or full-time?
Either. Assistance is available part-time or full-time, typically 20- or 40-hour workweeks.
Ready to introduce a client?
Request the partner agreement, or schedule a 20-minute meeting to see whether the program fits your practice.