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Financial Advisor/CPA Referral Program

Help your clients and support your business with High Echelon’s Referral Program for Financial Advisors & Planners.

Being a Trusted Advisor Means Connecting Clients to Experts

A core component of success for anyone in a consultative/advisory role is connecting clients with other trusted partners they need on their pathway to success.

 

How It Works

We work together in three main ways:

  • Affiliate/Commission: For every qualified client you refer to us, you earn a percentage of all recurring revenue billed to them.
  • Referrals From Us: Clients reach out to us looking for an advisor. Let us refer them to you!
  • Cobranded Marketing/Sales Campaigns: We can work together to do email, event, and webinar-based campaigns to our combined customer lists for cross-selling opportunities.
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How To Get Started

We would love to discuss if this would be a good fit for your clients and ours! Please schedule an introductory call with us, so we can get a chance to meet one another and learn about the mutual opportunity to partner together.

Streamline Everything. Get The Full Benefit

Get the best results when you combine our expert advice with end-to-end services that manage your finances in a full-stack solution.

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Cybersecurity and Data Protection

We help ensure you’re safe from destructive cyber attacks, breaches, and theft as a result of hackers.
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Tax Preparation

Get tax preparation for yourself or your business.
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Payroll Management

Get lightweight, user-friendly, cost-efficient payroll processing, complete with automated hiring and termination of employees.
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Accounting Services

Get wise advice on starting a new business or restructuring an existing one.

Who We Are

CPA Michelle Frank founded High Echelon to help small businesses simplify and streamline their finances so they can focus on growth and success. Accounting doesn’t need to be complicated—we make it easy.


Read Our Story
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Get a Free Consultation

Work smarter, not harder. Get started with High Echelon, a top small business CPA firm serving the greater Atlanta area and Georgia, today.

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