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Additional Firm Info: To get a head start

We understand the importance of finding the right client, and we're here to make it easier for you. Let us do the heavy lifting and save you valuable time and money by giving us a little more info on your firm to find the right match.

Your input will not only help us have a more productive meeting but also save you an additional meeting and time.

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Firm Profile

We only accept referrals to the network of professionals from verified referrers, to validate the referral and control quality.

People who participate in referral/match earn for referrals, and help the industry better serve the people that depend on us.

Only Verified and Interviewed firms can participate in 'Find A Pro'.

You MUST complete and agree to all information to activate your participation in and benefit from the program(s).

Administrator/ Contact Information

Firm/ Referrer Information

Country

Your Firm's Profile

What you are presenting to your firm when you match with them, that will encourage them to meet with and want to do business with you.

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You can sign up for the Accountants 2.0 Network Membership for $5 per month, and get way more than just a calendar link. A20 Connect

Approvals

Find Your Pro Program:
It is free to apply and to start getting matched, however:

You will be charged $200 from your card on file for each booked client meeting(much less than alternatives)

$50 for personal tax preparation-only clients.

An additional $200 for any multi-location clients signed within 12 months.

Non-compliance or failure to disclose information may lead to termination of service. (See additional terms and conditions for details)

Referral Match Program:
$50 for the initial sale on any lead that you submit, excluding personal income tax services.

$10 for the initial sale of individual income tax leads.

Referral of professionals can generate $100 per sale over $500.

Full terms and payment details apply to both programs.

See Additional Terms and Conditions All amounts charged in USD.

I verify that information provided in this form is accurate to the best of my knowledge.

I agree to all information above, including additional terms and conditions and the general terms & conditions provided by the company.

By providing my phone number, I agree to receive text messages from the business.

This page needs to be completed before the verification meeting.

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The information provided on this website is for general informational, educational, and entertainment purposes only and does not constitute financial, tax, legal, or other professional advice. While we endeavor to provide accurate and up-to-date information, all content available through our site is provided "as is," without any guarantees, representations, or warranties of any kind. You should not act or rely on any information from this website without consulting a qualified professional in the relevant field.

Accountants 2.0 provides a platform to help professional firms expand their service offerings by connecting them with independent third-party providers of financial, tax, and related professional services. While we facilitate these connections, Accountants 2.0 does not provide any of these services directly and assumes no responsibility for the work, quality, or outcomes of any third-party provider. By using our sites and platforms, service providers agree that Accountants 2.0 acts solely as an intermediary and does not supervise or validate the work or credentials of any third-party provider. Providers are encouraged to conduct their own due diligence on selected third-party partners to ensure they meet all necessary standards for their practice and clientele.

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