The Advisor Alliance
For consultants, ProAdvisors, and coaches who advise small accounting firms — and keep getting asked “so what should we actually automate?”
CloseRadar gives small accounting, bookkeeping, and tax firms (1–30 staff) a free AI operations audit: the firm answers 19 questions about how it actually runs and gets back a custom report naming where its hours leak, which tools fit its size and software, and the quick wins to start this week. Quantified in hours back — never invented dollar savings.
If you advise these firms, the audit does your discovery for you. The Alliance makes it worth building into your practice.
Three steps, no paperwork.
- 1
Join with one email
Send your name and practice to info@closeradar.com. You get a personal partner code and a free deep-dive audit for your own practice, so you know exactly what you're recommending before you recommend it.
- 2
Run the free audit with the firms you advise
The operations audit is free for every firm — 19 plain-English questions, and the report comes back naming where the hours leak and which fixes fit that firm's size and software. Use it as the diagnostic that starts an engagement.
- 3
Your code works for both of you
When a firm you advise wants the paid deep-dive audit, your code gives them 25% off — and you receive $50 for every completed one. Payments go out monthly. No quotas, no minimums.
The client gets a better price. You get paid.
A free deep-dive audit for your own practice
You can't stand behind a report you haven't read. Your first deep-dive is on us.
25% off for every firm you advise
Your clients get the discount through your personal code — your recommendation carries a real, visible benefit.
$50 per completed referral
Paid monthly for every deep-dive audit purchased with your code. Simple, flat, no tiers.
A direct line to the founder
Questions answered within one business day by the person who built the audit. When your feedback changes the audit — a tool we should cover, a workflow we're missing — it usually ships within days, and you hear about it when it does.
Early access
New report capabilities reach partners before general release.
Founding-partner listing
Early members are named on this page with a link to their practice as the program grows.
A fit if you are:
- Practice-management consultants and firm coaches
- QuickBooks and Xero ProAdvisors who advise on firm operations, not just the books
- Fractional COOs and operations advisors working with firms of 1–30 staff
- Bookkeeping and CPA firm owners whose peers keep asking “what should we automate?”
Not a fit: resellers or installers. There's nothing to install — the audit is a questionnaire and a report, and the firm runs it themselves.
One email. That's the application.
Send your name, practice, and roughly how many firms you advise to info@closeradar.com. You'll get your partner code and your free deep-dive audit within one business day.
Referral payments are sent monthly. US tax reporting applies once annual payments cross IRS thresholds — we handle the paperwork with you.