Certified Public Accountants | Joorney Partner Program
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Join our growing network of over 400 partners

Certified Public Accountants

Every business plan request could translate to a 10-year client if properly addressed.

Our CPA Partners Enjoy Some Very Specific Benefits:

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WHITE LABELING

White Labeling allows your CPA firm to resell Joorney Business Plans as if they were your own product. We even provide a full range of non-branded marketing and sales materials to help you secure the sale.

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INCREASED REVENUE STREAM

Most of our partners say that before us, they did not have the time, resources or process to address these requests which is why firms like yours can benefit from a partnership with Joorney.

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REFERRAL COMMISSION

For those that prefer to cater to their clients needs but without being involved in the process, we provide a 20% referral commission.

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DEDICATED PROJECT MANAGERS

Our partners benefit benefit from the personalized approach of a single project manager working on each of their cases. This ensures that all potential issues will be considered during the drafting of your client’s business plan.

Testimonial from Trusted Partner

Testimonials

Benefits of Becoming a Joorney Business Plan Partner

Our average CPA partners receive 10-12 business plan requests from their clients every year for bank loans, investors, internal or immigration purposes. Because business plans are not their primary focus, our partners are usually only able to capitalize on a fraction of these requests.

As a CPA Partner with Joorney, you’ll join an elite group of over 400 partners. Our important work of creating in-depth and far-reaching business plans for these partners and their clients is a critical piece of the clients’ financial journey. We take our role in the process seriously, supported by a team of 30 expert members (including MBAs, financial analysts, professional writers, and more), and we take pride in the phenomenal customer service and successful results that are at the heart of our company’s makeup.

We are committed to supporting your growth. This is exemplified in our absolute professionalism, humility (you and your client are King), and integrity at every turn. 

White Labelling vs. Referrals

The structure of your partnership with Joorney is up to you. We currently have two different models by which we partner with CPAs. We have helped our CPA partners gain or retain an average of 8-10 additional long term clients per year by simply putting together business plans for them efficiently and with great attention to detail and personalized service.

White Labelling

Like a ghostwriter, the Joorney team will interact only with your firm and clients will never know that they are working with our services. We will communicate internally with your company, but interfacing with the client will continue to be handled by your firm.

Referral Model

Your clients work directly with Joorney, who will handle all aspects of the business plan process and communicate directly with the clients. Send leads to your account manager by email and get a monthly 20% Referral commission for each closed client.

How does White Labeling with us work?

White Labeling allows your CPA firm to resell Joorney Business Plans as if they were your own product. We deliver  business plans efficiently and with great attention to detail and personalized service and provide a full range of non-branded marketing and sales materials that your business will need to inform your clients on the process, pricing, and development of their business plans.

 

Our average partner makes $10,000 incremental income from business plans alone (white labeling or through referral fees) and more than $25,000 of additional revenue per year by simply acquiring these clients for repeat services.

The Joorney Partner Process

The partner process for Certified Public Accountants is the same as for all of our partners, although as always, we value your unique situation and can always accommodate with a custom solution.

Pricing

Flat Fee or Volume Discount

We offer flat-fee pricing on all our business plan services. We can, at the request of the partner, provide up to a 10% discount on our price when we work on a minimum of 3 business plans per month together.

Orientation

Getting to know your business

We’ll coordinate an introductory call with the Joorney team and designate your firm a tailored sales team to contact your clients and cater to their needs as soon as the initial client referral is received.

Business Plan Discovery

Reliable, Quality business plans

First, a questionnaire is provided to the client that covers all of the information our team needs for the creation of all business plans. A highly-qualified, expert project manager reverts back with feedback within 24hrs.

Completion, Design, and Delivery

Fastest Turnaround Times in the Industry

We Guarantee a set deadline date for completion of the business plan. Then, a team of professional, in-house editors Quality check each plan. Unlimited revisions ensure that the plan meets your standards and needs before it is sent to our in-house Design team.

What Our Clients Say
Contact Us

We are here to answer any questions you may have. Reach out to us and one of our consultants will be in touch with you immediately.

SUPPORTING GROWTH

 

“We offer services, built on trust. In this competitive and fast moving world when people share their most valuable business information with us, they trust their ideas/clients will get the support they need to move forward  reach the desired destination on their personal and professional journey. We support and respect people who move forward and make the necessary effort to develop themselves and their companies.”