When we're full, we don't leave you hanging.

For businesses: how the introduction works

1. Tell us about your business. Email us what you do, where you are, what you need help with, and how you'd like to be contacted. Two minutes.
2. We screen honestly. If Vickery Finance has a roster spot and your business fits our service, we'll offer you that first. If not, we'll look for a partner match.
3. You decide. Introductions happen only if you ask for one. We send your answers to exactly one firm — and we email you the firm's name, so you know who has your information and why.
4. The firm contacts you — within one business day of the introduction, by the contact method you chose. If they don't, tell us and we'll follow up or find another match (asking your permission again first).

What it costs you: nothing. Partner firms may pay Vickery Finance a referral fee; it doesn't come out of your pocket and doesn't change what the firm charges you, as far as we know.

What we don't do: we don't sell lists, we don't blast your details to multiple firms, and we don't guarantee any firm's work. We're making an introduction between a business that needs help and a firm that provides it — the engagement, if you start one, is between you and them.

Who the partners are

Partner firms are independent bookkeeping, accounting, and fractional-CFO practices — local Arizona firms and virtual firms serving clients across the US. Every partner agrees, in writing, to:

• Contact you within one business day of an introduction
• Use your information only to respond to your inquiry — never for marketing lists, never resold
• Honor any opt-out immediately

Our partner list is being built now. Request an introduction and we'll match from the firms we're finalizing — or tell you plainly if we don't have a match yet.

For firms: become a referral partner

Vickery Finance's website and free calculators attract small-business owners looking for bookkeeping help — and our own service can only take a few of them. The rest are looking for a firm like yours.

How it works for partners:

• Register your criteria: niches, territory, business sizes, services (monthly bookkeeping, cleanup, CFO/advisory), and a monthly cap.
• When a visitor matches and consents to an introduction, you receive their intake answers — one firm per visitor, never a broadcast list.
• You contact them within one business day and tell us the outcome within 14 days.

What it costs:

• Pilot: your first 3 qualified leads are free. After that, $75 per qualified lead ($100 cleanup-heavy, $125 exclusive, $150 CFO-profile). No minimums, no setup fee, no contract — pause anytime.
• A lead only counts as qualified if it's a real business, reachable, inside your registered criteria, and not a duplicate. Bad leads are credited without argument.
• Monthly sponsorships (first-look routing in a niche or the Phoenix metro, plus a listing on this page) are offered to partners after the pilot, at $199–$299/mo.

Partner requirements: an operating firm with a public website; a signed partner acknowledgment covering contact speed, outcome reporting, and strict limits on how referred visitors' information may be used (respond to their inquiry only — no lists, no resale).

About Vickery Finance

Vickery Finance is Max Vickery's practice in Gilbert, Arizona — B.S. in Accountancy, Arizona State University (W. P. Carey School of Business), with experience as a PwC accounting intern and a Marriott night auditor. Max is a CPA candidate, not a CPA. Vickery Finance builds bookkeeping templates and calculators used by small businesses, provides monthly bookkeeping to a capped roster of clients, and runs this referral program for the businesses it can't take on.

Know your numbers — without the accounting software.