Help Your Business Clients Access Working Capital—Without Adding Work to Your Practice
Give your business clients a trusted funding option when they need capital. Make the introduction, and FundKite handles the funding process from there—while you stay focused on the client relationship.
- $100,000–$2M in business funding
- Up to 5% commission on eligible funded referrals
- Simple referral process with FundKite handling the funding conversation
CPA Partner Program
A Funding Partner You Can Confidently Introduce
FundKite has helped businesses access working capital since 2015, with a funding process built to be clear, responsive, and straightforward for business owners and referral partners.
Since 2015
Helping businesses access capital
$100,000–$2M
Funding for qualified businesses
Fast Decisions
Streamlined review and underwriting
Dedicated Support
Guidance throughout the funding process
Give Clients More Options Without Adding More Work
Your clients already turn to you when cash flow gets tight, a tax payment is due, or an opportunity requires more capital. With FundKite, you can give them another option without taking on the funding process yourself.
Help Clients When Capital Is the Challenge
Connect qualified businesses with funding when taxes, cash flow, inventory, equipment, or growth creates a need for additional capital.
Keep the Client Relationship Yours
You make the introduction. We handle the funding while you continue serving your client as their trusted accounting partner.
Let Our Team Handle the Process
FundKite manages qualification, documentation, underwriting, and funding-related questions directly with your client.
Earn Up to 5% on Funded Referrals
Turn qualified introductions into an additional revenue opportunity, with commissions of up to 5% on eligible funded referrals.
Make the Introduction. We’ll Handle the Funding Process.
You don’t need to become a funding expert to help your clients explore their options. Refer a qualified business to FundKite, and our team takes it from there.
Refer a Client
Introduce a client who needs working capital. We’ll connect with them and understand their funding needs.
We Handle It
We manage qualification, documents, underwriting, and funding discussions directly with your client.
Client Decides
We explain the available funding, costs, and terms clearly so your client can decide confidently.
You Get Rewarded
When an eligible referral gets funded, your firm can earn up to 5% commission.
Know What You’re Referring
FundKite’s primary product is a purchase of future business receivables, not a conventional business loan.
Qualified businesses may receive $100,000 to $2 million, subject to eligibility and underwriting. FundKite explains the funding structure, costs, payment terms, and obligations directly to your client before they decide whether to move forward.
$100,000–$2M Funding
For qualified businesses
Revenue-Based Payments
Tied to an agreed percentage of business receivables
Clear Terms
Explained directly to your client before they proceed
This performance features a synthetic performer.
Why FundKite?
Because Payments Should be Flexible.
Why FundKite?
Because Payments Should be Flexible.
FundKite offers a repayment plan based on a percentage of the business’s Gross Sales, until fully repaid.
No minimum payment.
Payments are based on sales, offering protection during slower periods or when no sales occur.
You Already Know Which Clients May Need Capital
As a CPA or accounting professional, you often see a business’s financial needs before anyone else does. When additional working capital could help, FundKite gives you another option to bring to the conversation.
Tax Obligations
Manage significant tax payments without putting unnecessary pressure on working capital.
Cash Flow Gaps
Bridge timing gaps between incoming revenue and immediate expenses.
Payroll & Operations
Keep essential business expenses covered when cash flow timing gets tight.
Inventory
Prepare for seasonal demand, larger orders, or new opportunities.
Equipment & Improvements
Invest in equipment, technology, renovations, or other business needs.
Growth Opportunities
Move on expansion, hiring, marketing, or other opportunities that require capital upfront.
We Handle the Funding. You Keep the Relationship.
You’ve spent years earning your clients’ trust. A FundKite referral shouldn’t change that.
You remain your client’s trusted CPA or accounting advisor. Our role stays focused on helping them evaluate and complete the funding process.
Your Firm
- Accounting and tax advice
- Ongoing client relationship
- Strategic financial guidance
FundKite
- Funding qualification
- Documentation and underwriting
- Funding terms and support
You make the introduction. We handle the funding. Your relationship stays yours.
What CPA & Accounting Partners Ask Us
Everything you need to know before introducing a client to FundKite.
How much funding can my clients access?
Qualified businesses may be eligible for $100,000 to $2 million in funding. The amount available depends on the business, its revenue, eligibility, and underwriting.
How much can my firm earn from a referral?
Eligible partners can earn up to 5% commission on qualified referrals that successfully fund. The applicable commission depends on the referral and partner arrangement.
What happens after I refer a client?
FundKite connects directly with the business to understand its funding needs. Our team then handles qualification, documentation, underwriting, offer details, and funding-related questions.
What type of funding does FundKite provide?
FundKite’s primary product is a purchase of future business receivables rather than a conventional business loan. We explain the structure, costs, payment terms, and obligations directly to the business before it decides whether to proceed.
How are payments structured?
Payments are generally tied to an agreed percentage of the business’s receivables. The specific payment structure and terms are explained as part of each client’s funding offer.
What types of businesses should I refer?
Established businesses with consistent revenue and a need for working capital may be a fit. Every referral is evaluated individually based on FundKite’s eligibility and underwriting criteria.
Are there compliance considerations around referral fees?
Referral-fee requirements can vary based on professional standards, licensing, jurisdiction, and your firm’s policies. CPA and accounting partners should confirm any applicable requirements before participating.
Help Your Clients Access Capital—and Get Rewarded for the Referral
Give qualified business clients another funding option without adding another funding process to your firm.
$100K–$2M in Business Funding | Up to 5% Commission on Eligible Funded Referrals