For partners
For bankers, CPAs, attorneys and advisors
When an owner you work with needs forward‑looking finance and operations help, Wescot can step in alongside you. Your client stays your client.
Who we’re a good fit for
Growing, owner‑led businesses that have outgrown a bookkeeper alone but aren’t ready for a full‑time CFO. The owner is usually making decisions without numbers they fully trust.
- A borrower whose financials aren’t ready for a renewal or new line of credit
- A client who asks you for forward‑looking help you don’t offer
- An owner facing a big project, a key departure or a sale in the next few years
What we do, and what we don’t
This is the part that matters most for you, so here it is plainly.
We do
- Monthly reporting, cash forecasting, budgets and KPI dashboards
- Controls, clean books and a reliable month‑end close
- Banker‑ready financial packages, prepared with management
- A weekly scorecard, clear roles and process playbooks
- Owner’s‑side planning and oversight for capital projects
We don’t
- Prepare tax returns
- Perform audits, reviews or compilations
- Sell investments or insurance
- Replace your client’s bookkeeper
- Give legal or HR advice
- Run EOS or act as an Integrator
How we look after your client
We tell you when we’ve connected
With your client’s permission.
We keep you informed
With your client’s okay, we’ll share what’s useful for your work, like a clean package for the bank or tidy books for tax season.
We send them back to you
For tax, audit, legal, lending and anything else you do.
No referral fees
We don’t pay or accept referral fees. We’d rather earn referrals by looking after your clients well and sending work your way when it fits.
Refer a client
Tell us a little about your client, and we’ll take it from there.
Thank you, there.
Marcie will follow up personally, usually within one business day. If your client hasn’t heard about the referral yet, she’ll check with you before reaching out.
Want to meet first?
Book 30 minutes with Marcie to talk about your clients and how we’d work together.