5.0 out of 5 based on 41 reviews
Referral Partner Program
Send your clients to a CPA-led team, earn 10% of first-year recurring revenue, and give them something useful before they even sign up.
10%On every client who signs.
FreeTax Shield™ call for your clients
WeeklyCommission payouts
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
★★★★★“Since adding Alex with Stronghold Accounting for our bookkeeping, it has truly been a Godsend for our business. Alex cleaned up a difficult QuickBooks transition and became a game changer for our month-to-month bookkeeping.”Patty LeslieTampa
★★★★★“I like that you're helping me strategize, not just giving me numbers. There were still blind spots that you've been able to uncover for me. I didn't think that was possible.”JoelService-business owner
★★★★★“Alex and his team helped bring the books current and continue to provide monthly support while helping plan for growth.”Dr. MaloneLake Mary
★★★★★“Alex is sharp, detail-oriented, and genuinely passionate about his work. He explains the numbers clearly and helps business owners gain more control over their finances.”Baxter McCoyOrlando
Who this is for
CPA firms, tax preparers, attorneys, bankers, lenders, and other trusted advisors who serve owner-operated small businesses.
Professionals who already advise small business owners and get asked “do you know a good accountant?”
Fractional operators and agencies serving small business
Business coaches and consultants
Financial advisors and planners
Bankers and lenders
Insurance brokers
Attorneys
What partners get
10% commission of first-year recurring revenue.On every client who signs.
A free Tax Shield™ call for your clients.New or existing, referred or not. Your client gets a CPA strategy call and leaves with one concrete action item for tax reduction. You get to offer something of value without doing the work.
A team you can send people to without checking back.The referral reflects on you: CPA-analyzed books, flat-rate pricing, and a clear scope.
Stronghold provides bookkeeping, close, payroll, tax planning, and advisory.Stronghold handles proactive tax planning and works with an integrated tax-preparation partner for filing. We coordinate the year-end handoff so the books, planning, and return preparation stay connected.
Referral commissions are paid weekly after the referred client has successfully onboarded and payment has been received.
How it works
STEP 1Submit a referral.Name, business and a line of context.
STEP 2We reach out using the context you provide and keep the introduction professional and low-pressure.
STEP 3Free discovery call and a 24-hour financial health assessment.Your client gets value whether or not they sign.
STEP 4If they sign, you earn 10% of first-year recurring revenue.
Who to send
At least $200,000 in revenueSmall businesses earning at least $200,000 that want proactive tax strategy, accurate financials, and real insight into what is driving margins, utilization and cash flow.
More on how we work →What your client experiences
The discovery call looks for compliance red flags and missed profit opportunities. They get a written assessment within 24 hours covering what we found. It is theirs to keep either way.That is the part that protects your relationship. Even if they never become a client, they got something out of the introduction you made.If they are not a fit, we tell them and we tell you. A referral that goes nowhere is a normal outcome. A referral that turns into a bad engagement is the one that costs you, so we would rather decline early.
Industries where we go deepest
Law firms · Medical practices · Creative agencies · Service businesses · Consultants and coaches · Med spas · Contractors · IT services · Financial advisor firms
Two things worth knowing before you refer
Stronghold handles proactive tax planning and works with an integrated tax-preparation partner for filing. We coordinate the year-end handoff so the books, planning, and return preparation stay connected.Fractional CFO services are available through an integrated partner. Stronghold handles the books, monthly close, and controller-level process; the CFO partner can support forecasting, fundraising, and board reporting when the business needs it.
Alex M. Riccio, CPAFounder & CEO
A CPA-led accounting team serving small businesses since 2017, based in Tampa and Lake Mary and working virtually across the US. Stronghold holds a 5.0 rating from 41 reviews and focuses on clear monthly numbers, proactive tax strategy, and practical guidance.
Talk to Alex →