For accountants
You see the financials. You see the deals coming.
Every business client of yours buying a truck, an excavator, a forklift or a fitout is going to finance it. Right now that referral goes to whoever they Google. Connect makes it an income line on your practice instead.
FY-end conversation, March 2026
You’re reviewing a transport client’s books. They’ve cleared a strong year, the prime mover is ageing, and you mention finance might be worth looking at before 30 June.
A second introduction from the same book
A civil client across the hall is fitting out a new yard. One mention, one form, and a fresh deal lands in your portal — a separate introduction, a separate fee.
Why it works
You already advise on this.
Equipment finance comes up in every commercial review, every tax-planning conversation, every instant-asset-write-off discussion. The question isn’t whether your clients need it — it’s whether they get a real specialist or get bounced around when they do.
Industry mapping
Filter your client book by industry and asset cycle. We’ll help you segment for a tax-time EDM — only the clients who actually buy equipment, in their industry’s language.
IAWO / Section 40-880 campaigns
Instant Asset Write-Off windows drive a predictable spike in equipment purchases. We pre-write the EDM for each cycle, you approve and send — and the deals come through tagged to you.
Advisory upsell
Finance referrals are an entry point to a broader advisory conversation — succession, structure, fleet planning. Connect gives you a reason to call without selling a product yourself.
A book that keeps introducing
Your client base is a renewable source of new introductions. Different clients buy equipment in different quarters, so across the book there’s always a fresh deal worth flagging — each one a standalone referral.
What you don’t have to do
No licence. No paperwork. No new workload.
You’re adding a referral channel, not a finance service — so there’s nothing to license, register, or train for. You make the introduction; we do all the finance work. Refer one client this year and you earn on that one; refer twenty and you earn on twenty.
The agreement is one page. Plain English. One signature.
A real conversation
What the introduction looks like.
You don’t need a script — but if you want one, this is roughly the shape of it.
“Quick note before EOFY — if you’re looking at a new vehicle, fitout or piece of plant before 30 June, we’ve partnered with a specialist equipment finance desk who can give you a same-day answer on what’s possible. Reply to this email or hit the link below and they’ll get in touch directly.”
↳ Sent to 180 commercial clients. Typical response rate 1.5–3%. Settled deals from a single send: usually 2–5.
“By the way — saw the truck’s getting on. If you’re thinking of replacing it, we’ve got a finance partner now. Same conversation we’ve always had, just with a specialist on the other end. Want me to flick them your details?”
↳ Spoken in passing, between the BAS and the depreciation schedule. Most accountant deals come through this conversation.
A realistic ramp
Your first 90 days as an accountant partner.
This is roughly what the first quarter looks like for a partner with ~150 commercial clients in their book. Numbers vary, but the rhythm doesn’t.
- Days 1–5 · Onboarding
Tools built, portal live, MoU signed
Co-branded finance page on your domain, calculator wired to your client industries, first EDM template drafted. Your portal is live with your referral link and QR code.
- Weeks 2–3 · First send
Tax-time or IAWO campaign to your commercial list
We pre-write the EDM, you approve, it sends. Typical 50–80% open rate on a clean accountant list. Expected first-send response: 4–8 enquiries. Two or three of those typically convert to settled deals over the next 60 days.
- Weeks 3–8 · First settlements
2–4 deals close, first fees paid
Equipment finance settles fast — average 5–7 business days from first call. Most accountant partners see their first settled deal in week 4, with another two or three following over weeks 5–8.
- Weeks 6–12 · Second campaign
Quarterly send + in-meeting conversations
A second segmented EDM (different campaign theme — IAWO threshold, plant cycle, EOFY) plus the conversations you’re having organically. By week 10, send 1’s deals are settling while send 2’s enquiries land.
- Day 90 · Quarterly review
Your partner team and you, on the phone
Half-hour call. What worked, what to change, which client segments responded, which campaign themes to test next. The partnership shape matures by the second review. Most partners are settling 1–2 deals per month by month four.
What your portal shows you
Built for an accountant’s workflow.
When you log in, the views are calibrated to how accountants think — by client, by financial year, by industry segment. Here’s what surfaces matter:
Client view
Every introduction tied to a client record. Where a client has more than one settled deal, you see each deal listed against the one client — clean attribution, deal by deal.
Active-segment prompts
When a client segment hits its buying window — transport at FY-end, plant before a write-off cut-off — the portal flags it, so you know which part of the book is worth a fresh introduction.
Year-over-year earnings
Quarterly and FY-aligned reporting on settled referral fees, so you can see how the channel is tracking period to period and read it against your own numbers.
Campaign performance by segment
Filter your past EDMs by client segment, asset class, send date. See open rates, enquiry rates, settlement rates per campaign — so you can replicate what works and skip what doesn’t.
One conversation per client.
That’s the whole effort. The rest is a book full of businesses that buy equipment — and a fresh introduction worth flagging whenever one of them does.