Accounting firms: your clients trust you with their numbers
You already see the full picture of your clients' finances. OwnersPath gives you a system to act on what you see and help them access better capital.
The Framework
The three R's of accounting firm growth with OwnersPath
Retain
Clients who are working toward a funded future have a reason to stay engaged. Adding OwnersPath deepens the relationship beyond tax season.
Revenue
Each enrolled client adds a monthly referral fee to your practice. A handful of active clients changes the economics of your firm.
Refer
Business owners who get funded talk about it. Your firm becomes the firm that helps clients actually grow, not just file returns.
The Problem Your Clients Have
They keep getting declined for funding
No business credit profile
They've used their personal credit for everything. Lenders can't evaluate the business separately.
Compliance gaps
Missing DUNS number, wrong business address on file, unlicensed entity. Small things that trigger auto-declines.
Docs not organized
When a lender asks, they scramble. Disorganized financials signal risk even when the numbers are good.
What OwnersPath Fixes
A systematic path you can deliver
Business credit built from scratch
Vendor accounts, net-30 tradelines, and business cards added in the right sequence to build all three bureau scores.
20-point compliance verified
Every lender compliance item checked and corrected before the client applies for anything.
Documents collected automatically
The system gathers and organizes what lenders need so clients are always ready.
Your Competitive Edge
You become the firm that gets clients funded
Your clients already trust you. Put that trust to work.
Schedule a demo to see how OwnersPath integrates into your accounting practice.