Referral Partners — For Accountants & Advisors
For accountants, bookkeepers, and business advisors: your clients may be eligible for grants and R&D tax incentives they are not claiming. We handle the specialist work — your client stays your client.
The Opportunity
Are your clients leaving
money unclaimed?
Many innovative and export-focused businesses qualify for government incentives — but never claim, because the opportunity goes unnoticed in the day-to-day work of running a business. As their trusted advisor, you are perfectly placed to spot it. The practice makes it easy:
No. 1
Free client eligibility checks
Send us the bare facts; we assess against current program rules and come back with an honest read.
No. 2
No-obligation assessments
Realistic amounts, timing, and chances — disclosed before any fee is quoted.
No. 3
Specialist delivery
R&D tax, EMDG, and grants handled by the practice — you remain on top of the client's broader affairs.
No. 4
Relationship protection
We never approach your client for other services. Your client keeps paying you for everything they pay you for today.
"Our objective is to support accountants and advisors — not replace them. The referral comes back to you."
The Partner Standard
Partner Benefits
What partners receive.
Benefit
Technical program updates
Grant round changes, R&D thresholds, legislative amendments — before they hit your client conversations.
Benefit
Referral support materials
Client-ready explainers on R&D tax and EMDG you can share under your own letterhead.
Benefit
Named contact
A partner at the practice who answers the phone — the same person who knows your clients' files.
Benefit
Transparent referral fees
Available on successful outcomes where rules allow — agreed in writing upfront. We never pay for introductions that don't proceed.
First Step
Test us with one file.
Request a free eligibility review for one client — judge the calibre before anything ongoing.
