Grow your practice. We’ll handle the delivery.
Kaalafino partners with advisers and firms in the US, Canada, the UK and the UAE who want to offer finance and accounting services to their clients — without building a delivery team.
Three ways to work together.
Referral partner
Introduce clients who need finance and accounting support. We deliver the work and you earn a referral fee for every client that signs.
White-label partner
Offer accounting, reporting and FP&A under your own brand. We deliver behind the scenes; you own the client relationship and margin.
Co-delivery partner
Combine your advisory with our execution. Ideal for fractional CFOs and consultants who need a reliable team to deliver the day-to-day.
Built for advisers who own the client relationship.
We’re looking for long-term partners — not competitors. If your clients trust you for advice, we can help you deliver more.
- Fractional & interim CFOs
- Business & management consultants
- Offshore staffing & BPO advisers
- Outsourcing brokers
- CPA and accounting firms
- Software & ERP implementation partners
What you can count on.
Quality you can sign
Qualified professionals and three-layer review.
Full confidentiality
Mutual NDAs and non-solicitation of your clients.
Partner-friendly terms
Referral fees, commissions or wholesale pricing.
Responsive support
A dedicated partner manager and fast proposals.
Simple from day one.
Intro call
We learn about your clients and goals.
Agree the model
Referral, white-label or co-delivery terms.
Introduce clients
We support scoping and proposals with you.
We deliver
You stay informed; your clients stay happy.
Let’s build a partnership that lasts.
Tell us about your practice and your clients. We’ll suggest the partnership model that fits and share commercial terms.