For accounting firms
Be the advisor your clients call first
Your clients bring you more than tax returns and audits. FirmLinks helps your firm find partner firms for the services you don't provide, so you can meet your clients' needs and keep the client.
Why it matters now
Clients want an advisor, and the competition is growing
Routine compliance work is becoming a commodity, and AI is speeding that up. Clients look to their accountant for advice across their business and personal finances. At the same time, consolidation is reshaping the market. Firms that can meet their clients' needs keep them. Firms that can't see clients look elsewhere.
What your clients ask for
The services accounting clients often need from other firms
With FirmLinks, each of these can be one service on an engagement, with a partner firm ready to take it on.
- Estate planning, trusts and business law
- Wealth management and financial planning
- Business valuation
- Specialty tax: R&D credits, international, state and local
- Forensic accounting and litigation support
- IT, cybersecurity and systems
- HR, benefits and payroll
An example
A business owner planning to sell
A long-standing client wants to sell the business within two years. You create one engagement with four services, invite firms for the three you'll outsource, and choose the ones you want. You lead it, and the client stays yours.
| Service | Who |
|---|---|
| Tax planning for the sale | Your firm |
| Business valuation | Partner firm |
| Legal work on the sale | Partner firm |
| Wealth planning for the owner | Partner firm |
Why FirmLinks
What it does for your firm
Offer every service your clients need
The resources and expertise of a wider network, under your own name.
Secure partners quickly
See which firms provide each service, best match first, and invite one or more.
Keep the opportunity in your network
Work with firms you know, your alliance, and firms they trust.
Grow your revenue as a partner
Specialist firms get invited to partner on engagements that suit them, free.
Alliance members
Already in an alliance?
FirmLinks makes it easy to find the members who provide the service you need, without research or waiting for an introduction.
Be your client's first and only call.
Setup takes ten to fifteen minutes. Pick your service lines, and let AI read your website to suggest your services.