For CPAs & Accountants

Your clients trust you. When the bank says no, you can help.

Konnecs Originate partners with CPAs and accountants to connect their small-business clients with alternative funding in 48 hours. You earn $500 – $2,500 per funded deal for a 2-minute introduction.

Apply Now Download the CPA Guide

48hrs

Avg. Funding Time

10–12%

Commission Rate

None

Minimum Referrals

Why CPAs partner with Konnecs Originate

You already have the relationships. We provide the product, the process, and the compliance framework.

Earn $500 – $2,500 per referral

10–12% commission on every funded deal, paid the same day the deal closes. Most accountants earn their first commission within 30 days of joining.

You already know which clients need capital

You see their bank statements, their P&Ls, their cash flow. You know three months before anyone else which clients are heading into a funding gap.

Ethical referral framework built in

We provide the AICPA Rule 503 written disclosure language you need to stay compliant. No gray areas, no guesswork, just a clean referral with proper documentation.

Dedicated partner manager

Your own contact at Konnecs Originate who knows your clients and helps you close deals. Not a call center, a real person you can text.

Ethics & Compliance

Is it ethical for a CPA to accept a referral fee?

Yes, under AICPA Rule 503, a CPA may accept a referral fee or commission provided two conditions are met:

  • The client is informed of the arrangement in writing before services are performed.
  • The CPA is not performing an attest function (audit, review, or compilation) for that client.

We provide the written disclosure language for you. It is a single paragraph your client signs before you make the introduction. We keep a copy on file. You keep a copy. Done.

Read the full AICPA Rule 503 overview in our CPA Guide

Written Disclosure Checklist

AICPA Rule 503 compliant

  • Client name and date
  • Description of the referral arrangement
  • Nature of the commission or referral fee
  • CPA and client signatures
  • Retained copy in client file

We provide a pre-drafted disclosure template to every approved partner.

How it works for CPAs

1

Apply as a partner

Takes 5 minutes. Tell us about your practice and the types of clients you work with.

2

Complete the written disclosure

We provide the AICPA Rule 503 compliant language. Give it to your client, keep a copy, and you are covered.

3

Make the introduction

A single email or phone call. We handle the application, underwriting, and funding. You check your account.

Case Study
“A CPA in Tucson referred a restaurant owner who needed $8,000 for equipment. Funded in 48 hours. The CPA earned $960 for a 2-minute introduction.”

Funding amount

$8,000

Time to fund

48 hours

CPA commission

$960

Ready to add a revenue stream to your practice?

Apply in 5 minutes. Earn on your first referral within 30 days. No minimums, no exclusivity.

Apply Now Download the CPA Guide first

More funded deals,
fewer lost sales.

The application takes about 3 minutes. Most partners send their first referral that same week.

Become a Partner

Konnecs Originate partner program is operated by authorized independent partners. Konnecs Technologies LLC is not a lender. Funding products are offered by our network of funding partners. Partner compensation varies by deal size, program tier, and product type. Past performance is not indicative of future results.