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Accoutant Partner Program
Monetise Clients, Maintain Trust
UNLOCK NEW REVENUE FROM YOUR CLIENT LIST WHILE SAFEGUARDING YOUR BRAND AND RELATIONSHIPS
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What is the
Program?
The APEX Accountant Partner Program gives your firm a dedicated, on-site commercial finance resource — without the cost of building a new division.
Here’s how it works:
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Dedicated Relationship Manager – We place one of our experienced Relationship Managers in your office one day a week, aligned with your staff meeting day or when most of your team are present. Their role is to support your client managers, provide credit expertise, and uncover finance opportunities during client reviews.
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Three-Month Trial – Due to high demand, all new partnerships begin with a three-month trial. This allows us to prove the value, ensure cultural alignment, and build momentum before formalising a long-term JV arrangement.
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Incentives That Drive Engagement – To maximise outcomes, we run monthly awards that reward your team for identifying finance opportunities, making it easy and motivating for staff to participate.
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Database Farming Support – Not confident in sales or database mining? No problem. Our team can act as your appointment setters, leveraging our proven database strategies to generate finance opportunities from your client base.
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Exclusive to Growth-Focused Firms – The program is limited to accounting practices with a physical office, at least two advisers or account managers, and one support staff member. If you don’t quite meet these requirements but are serious about growth, we encourage you to reach out — we may still be able to support your expansion.
The result: a turnkey commercial finance division embedded within your practice, helping you monetise your client list while protecting your brand and relationships.
Benefits?
We handle compliance & registrations
APEX takes care of all licensing, compliance, and regulatory obligations. You don’t need to worry about accreditations, NCCP obligations, or ongoing ASIC reporting — we manage it all.
No training or PD burden
Building an in-house finance team means constant professional development, accreditation renewals, and ongoing training. With APEX, that responsibility sits with us, not your firm.
Instant expertise on demand
Your Relationship Manager brings years of commercial finance experience into your office. That means your team always has access to credit expertise without needing to hire a full-time specialist.
Low-risk, high-reward model
There’s no cost to trial the program. You only share in revenue once deals are written, meaning no financial risk to your practice.
Seamless client protection
We operate under strict non-solicitation and brand protection terms. Your client relationships remain firmly under your control.
Revenue without distraction
You continue focusing on accounting and advisory services, while we create a new income stream from your client list in the background.