CPAs and Accounting Firms
Funding your clients will thank you for
Add value, build loyalty, and earn commissions while helping your clients secure fast, flexible funding with a partner you can trust.
Become a Partner
Why CPAs and accounting firms partner with Fundwell
Fundwell empowers CPAs and accounting firms to offer business financing as a seamless extension of your advisory services. We take care of the heavy lifting from underwriting to funding so you can focus on what you do best.
Up to $5 million in funding in 24 hours or less
Funding amounts up to 150% of monthly revenue
Non-dilutive, unsecured capital with zero restrictions on use
Industry-leading referral commission on every funded deal
Turn questions about funding into revenue
Fundwell is built for CPAs and accounting firms professionals working with:
- Small businesses generating $150k+ annually
- Clients facing seasonal gaps, expansion opportunities, or cash flow crunches
- Business owners seeking lending guidance from a trusted advisor
Turn advice into action and earn revenue while doing it.
Refer a Client
How It Works
Choose Your Partnership Flow
Use a simple referral, get a co-branded link, or build a white-labeled loan flow.
Client Applies
They complete a fast, secure application tailored to your setup.
We Handle the Rest
Our team matches them with offers and manages the entire process.
You Earn
Once a client funds, you receive a competitive revenue share.
Why CPAs and accounting firms trust Fundwell
- We never cross-sell or compete with your services
- We never push clients into bad deals or aggressive fee structures
- We operate ethically with complete transparency through our portal and only partner with funders who meet our standards
Fundwell was built to raise the bar in business financing. We earn repeat business because we deliver real value and treat partners the right way.
Become a Partner
Ready to fund your company's future?
Join the thousands of businesses who rely on Fundwell for fast, transparent financing.
Need help applying? 1-800-613-0257
