Your clients trust you with their numbers. Give them an honest next step when credit is what's holding them back.
Clients get turned down for a loan, a car or business funding, and they ask you why. Point them to a free, independent, educational resource. You share a link. Nothing is paid in either direction, we take no client lists, and we never send credit or tax information back to you.
You see who was turned down before most people do. Share this only as optional information. Nothing is paid either way, and no tax or client information ever comes to us.
For licensed tax and accounting professionals and bookkeepers. This is not a referral-fee program. This is education, not tax, accounting, legal or financial advice, and we do not guarantee any credit-score change, approval or funding. The Credit Autopsy™ session is free. Additional FundedCEO™ services may carry a fee, which is explained in writing before anyone decides.
You see the denial letter, the thin books and the missed deposits first. The client asks what to do, and you're not in the business of fixing credit.
That is the moment this page is for. Here is where it shows up, and what a free, educational session helps the client understand. Nothing below is a promise about approval, funding, score or timing.
A client is turned down for a business loan and asks you why.
→The client learns what lenders commonly look at, from a source separate from your advice.
The books are sound, but personal credit is holding the business back.
→The client sees what is on their own three bureau reports, and can dispute inaccurate items for free.
A self-employed client's returns show less income than the business really earns.
→The client learns how lenders commonly read returns and documentation, and what to organize.
A client takes expensive financing because nobody showed them the options in time.
→The client learns the questions to ask before accepting any offer.
A bookkeeping client is growing and has never looked at their credit.
→An optional, independent checkup before the next application, not after the next decline.
A client was pitched "credit repair" and asked you whether it's legitimate.
→You have a straight-talking, no-guarantee, no-pressure resource to point to, with costs in writing first.
A client wants a home or car and a past tax or collection item is in the way.
→The client learns how those items commonly appear and what is realistic to work on.
A client keeps getting declined and keeps asking you what is going on.
→An independent next step, so you stay the advisor and someone else does the credit education.
Educational only. No approval, funding amount, rate, score change or timeline is promised, and every lender decides under its own rules.
I've been on the lender's side of that conversation.
I spent 15 years across Morgan Stanley, HUD and Capital One, and earlier I worked as a loan officer and a realtor. I know what lenders see when a file lands on the desk, and what the client usually wasn't told. In 2020 I went through my own Chapter 7 and rebuilt, so I also know what it is to need capital with nowhere honest to turn.
FundedCEO™ is education first, and it stays separate from your advice. One person's story is not a prediction of anyone's results.
Nothing paid. Nothing shared. Nothing hidden.
Tax preparers face strict limits on how client tax return information may be used or disclosed. CPAs face referral-fee and commission rules that differ by state board and by client type. Some programs let a professional sell "credit repair" under their own name, and credit-services laws can reach the professional whose name is on the offer. So we built a program with no money, no data, and no white-label credit repair.
Partner
- How clients reach usYou share a link or QR code. The client registers on their own.
- What you receiveAn educational resource for clients, approved wording, anonymous activity counts such as link clicks, and a due-diligence package on request.
- What we receive from youNothing. No client list, no tax return information, no files.
- Payments and giftsNone, in either direction.
- Credit and financial informationStays with the client. Anything shared with you is the client's own choice.
The things that put a license or a reputation at risk
- Pay or accept anything of valueNo referral fees, lead fees, revenue shares or gifts, and none disguised as co-marketing or sponsorships.
- White-label credit repairWe never run services under your name, and we never ask you to offer or advertise credit services yourself.
- Take client dataWe never accept tax return information, client lists or financial records from you.
- Borrow your credibilityWe don't use your name, logo or testimonials in our marketing, and we don't ask you to recommend a paid program.
- Promise a payoffWe don't promise score changes, approval or funding.
Your advice stays your advice.
We don't touch your tax work, your books or your client relationships. We run one educational session and get out of the way.
The optional pointer
- Share the link as optional information, never as a condition of anything.
- Keep doing the tax and accounting work you're licensed for.
- Vet us under your own process before you recommend us.
- Keep client information and tax return information to yourself.
The education
- Run the free educational session.
- Disclose that we are a for-profit company, and explain any paid option and its cost in writing before anyone commits.
- Support your due diligence.
- Keep attendee information confidential, even from you.
The decision
- Chooses whether to attend, with no pressure.
- Pulls their own reports through our credit-monitoring provider. Its terms, including the price after the trial, are on that provider's sign-up page.
- Decides whether to share anything with you.
- Can dispute inaccurate items on their own reports for free.
Four steps, with your review built in.
Introduce your practice
Tell us your role, license, state and firm contact.
Complete your review
Review us under your own process. We supply a due-diligence package, and we sign short Partner Terms: no payments, no lists, no promises.
Approve the materials
Approved wording, a link and a QR code. Nothing goes out in your name without your sign-off.
Share the link
The client decides and registers. You see anonymous activity counts only.
Rules we hold ourselves and every partner to.
We would rather turn away a partner than put a client, or your license, at risk.
We will never ask you to
- Accept anything of value for a referral, or offer clients anything of value in exchange for one.
- Send us client lists, tax return information or financial records.
- Promise or imply a score increase, a deletion, an approval or a funding amount.
- Describe our services as your own, or advertise "credit repair" in your name.
- Give us a testimonial, or recommend a paid program.
What every partner agrees to
- Complete your own review of us before sharing.
- Present the session as optional, independent education.
- Follow your own profession's rules on confidentiality and outside resources.
- Use only approved wording, and send anything new to us first.
- Keep your advice independent of the session.
Questions tax professionals and bookkeepers ask first.
Can I earn a referral fee or revenue share?
No. We don't pay referral fees, lead fees or revenue shares, and we don't accept them from you. For a CPA, referral compensation can raise commission and disclosure rules, and for any preparer it creates a conflict to disclose. We would rather give up the incentive than create the problem.
Can I market this as my own credit repair and funding service?
No. You share a link and FundedCEO™ runs the education. If you offer or advertise credit-improvement services for payment, federal and state credit-services laws can apply to you, including limits on when you may be paid and, in some states, registration and bonding, even when someone else does the work. If you want to build your own credit-services business, talk to an attorney first.
Will you handle my clients' tax information?
No. We never accept tax return information, client lists or financial records from you. The client registers on their own, and anything they share with you is their choice.
Do I have anything to disclose to my clients or my firm?
Because no compensation moves in either direction, there is no referral compensation for you to disclose. You should still follow your own firm's and board's policies on outside resources and vet anything you share. That call is yours.
Will you guarantee my clients get approved or funded?
No. We don't guarantee score increases, deletion of accurate information, approval, funding, rate or timing. Every lender decides under its own policies. The session is education about readiness.
Will you send me clients or introductions?
No. We don't promise introductions, referrals or any volume of business, and nothing here is an exchange of clients. A client is free to work with any professional they choose.
Will you tell me how my client did?
Not unless the client tells you themselves. We never send credit scores, reports, financial information or results to you or anyone else. You will see anonymous activity counts only, such as link clicks.
Will you use my name or ask for a testimonial?
No. We don't use tax professionals' or bookkeepers' names, logos or testimonials in our marketing, and we don't ask you to recommend a paid program.
Will you go through my firm's review?
Yes. We expect it and will supply a due-diligence package. We would rather be vetted than skipped.
Is it really free for clients?
The educational session is free. Clients pull their own reports through our credit-monitoring provider, which currently offers a $1 trial for the first 7 days and then $29.90 a month unless the client cancels; the terms are shown on the provider's sign-up page. If a client is interested in a paid FundedCEO™ service, we explain it and its cost in writing first.
Ready to give your clients an honest next step?
- Licensed and in good standing where licensing applies.
- You will complete your own review of us before sharing the link.
- You will use approved wording only, with no outcome promises.
- No payments or things of value, in either direction.
We review every request and we are selective on purpose. Submitting a request does not guarantee acceptance, and it creates no agreement.
Request received.
Thank you. We review every request and will email you at the address you gave. This request is not an acceptance and creates no agreement.