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Referral Partner Program

Partner with the Finance Group

the Finance Group partners with trusted advisors, consultants, and professional service providers who support growing organizations across North America.

Through our Referral Partner Program, you can connect clients and contacts with an in-house team of finance, accounting, payroll, systems, and recruitment experts who help businesses strengthen their finance function, improve visibility, build capacity, and move strategy into execution.

Whether your referral needs fractional support, interim expertise, permanent finance and accounting recruitment, or help modernizing their finance operations, our team can help guide the right next step.

Become a Referral Partner
Business team reviewing financial reports with a part time controller

Why Partner with tFG?

Your clients and network rely on you for trusted recommendations. When a growing business needs stronger financial leadership, better reporting, accounting support, payroll expertise, systems improvements, interim finance capacity, or help hiring for their internal team, tFG can help.

Our team works as an extension of our clients’ teams, bringing collaborative expertise across Fractional CFO, Fractional Controller, Finance and Accounting, Payroll, Systems, Operational Finance, Interim Support, and Permanent Placement.

We help organizations move beyond reactive finance and build the structure, insight, talent, and execution support they need to make stronger business decisions.

Why Refer to tFG?

When you refer a business to tFG, you are connecting them with a team that can support both financial strategy and practical execution. Referral partners can feel confident that their clients and contacts will receive professional follow-up, thoughtful discovery, and support from an experienced in-house team.

Scalable Support

As client needs grow, our support can grow with them.

Strategy and Execution

We do not just recommend solutions. We help implement them and move work forward.

Modern Finance Support

We help clients improve reporting, processes, systems, automation, and finance workflows.

Relationship-first Partnership

We value the trust you have built with your network and approach every referral with care and professionalism.

In-house Team of Experts

Clients gain access to collaborative expertise from our in-house team of 40+ CPAs across CFO, Controller, Accounting, Payroll, Systems, and Operational Finance.

Hear from some of our happy clients

Professional Services

Working with tFG gave our leadership team greater clarity, stronger reporting, and better insight into the business. Their partnership has been instrumental in helping us operate more strategically and confidently.

Ontario, Canada, 30 employees

Construction

The best experience I’ve ever had with a payroll service.

During a four-month period when I was temporarily covering our HR Manager role—with a background as an Executive Assistant—I had the opportunity to work with the Finance Group. Their payroll services exceeded all expectations. The team was consistently prompt, knowledgeable, and incredibly supportive. Every issue I encountered was handled quickly and thoroughly, making what could have been a stressful time feel manageable. Their professionalism and reliability truly set them apart.

National, 100 employees

Transportation

We have receiving support in various areas of our accounting and finance department. tFG team is accurate, efficient and on time with all the tasks and projects they work on. We find that their knowledge of our business and their professional experience provide a strategic and proactive lens to their services. They are an integrated part of our team and function as an extension of our accounting and finance department. We appreciate that they are not just a 3rd party provider, but instead, an integral part of our business function.

Ontario, Canada, 100 employees

Manufacturing & Retail

We approached the team at tFG during a critical point in our company’s growth where we needed to improve our financial literacy to make well-informed decisions affecting our company’s growth plan.  From the beginning, the team at tFG took time to fully understand the workings of our company and then applied that knowledge to a complete reskinning of our accounting program and processes. tFG continues to stay on top of our monthly bookkeeping as well which is why I can now say that we are confident in moving forward with our company plans.  Highly knowledgeable group of professionals and always quick communication. We only wish we met them earlier on!

Ontario, Canada, 20 employees

Not-for-Profit

Our fractional controller provides instrumental support to our organization. They manage our accounts payable process, handling a high volume of invoices with accuracy and efficiency. By overseeing multiple divisions, they ensure every invoice and expense is properly coded and reported, including precise HST tracking for each division.

This level of expertise gives us clearer visibility into our financials, improves our budgeting accuracy, and supports better decision-making across departments. We’ve gained time back as a team and reduced errors in our financial reporting — all without the overhead of a full-time hire.

Ontario, Canada, 150 employees

Industrial Manufacturing & Mining

the Finance Group provides a range of services, including fractional CFO support, accounting, payroll, and human resources. Their team of experienced financial professionals has been crucial in helping us scale our business and optimize our financial strategies. They are proactive, dependable, and always conduct themselves with integrity and transparency. We highly recommend Finance Group Global to any organization in need of expert financial guidance and support. Their commitment to excellence and ability to customize their services to meet specific needs make them invaluable partners.

Ontario, Canada, 80 employees

Frequently Asked Questions

Get more insight into our services, locations, and how we can support our clients in reaching their finance goals.

  • Who to Refer

    A strong referral may be a business that is:

    • Growing quickly and needs stronger finance leadership
    • Struggling with reporting, visibility, cash flow, or financial processes
    • Looking for fractional CFO, Controller, accounting, payroll, or systems support
    • Experiencing a gap in their finance team and needing interim or consultant support
    • Hiring for a full-time finance or accounting role
    • Modernizing their finance function, systems, or workflows
    • Preparing for a major business decision, transaction, audit, or period of change

    If you are unsure whether a referral is the right fit, our team would be happy to have a conversation.

  • Services We Provide

    tFG supports growing organizations across a range of finance, accounting, payroll, systems, and recruitment needs.

    Referral partners can connect clients and contacts to tFG for support with:

    • Fractional CFO support
    • Fractional Controller support
    • Finance and accounting support
    • Payroll leadership and processing
    • Accounting and ERP system implementations
    • Financial reporting and visibility improvements
    • Process optimization and finance workflow improvements
    • Interim finance and accounting support
    • Consultant and temporary finance support
    • Permanent finance and accounting recruitment
    • Business diagnostics and advisory support

  • Who Should Become a Referral Partner?

    This program may be a strong fit for professionals who work with business owners, CEOs, leadership teams, and growing organizations.

    Referral partners may include:

    Business consultants
    HR consultants
    Law firms
    Accounting firms
    Bookkeepers
    Recruiters and talent partners
    Wealth advisors
    Insurance advisors
    Commercial bankers
    Fractional executives
    Technology consultants
    Operations consultants
    Business coaches
    Professional service providers

    If your clients or network often need support with financial leadership, accounting structure, payroll, reporting, systems, modernization, or business growth decisions, we would be happy to explore partnership.

  • How the Referral Partner Program Works
    1. Submit your interest: Complete the form below to let us know you are interested in becoming a referral partner.
    2. We connect: A member of our team will follow up to learn more about your business, your network, and the types of clients you typically support.
    3. We align on fit: Together, we will confirm where tFG may be able to bring value to your clients or contacts.
    4. You make the referral: Once aligned, you can introduce qualified businesses that may benefit from our services.
    5. We support the client: Our team will handle discovery, assess the client’s needs, and determine whether tFG is the right fit.
    6. You receive referral compensation: Eligible referral partners may receive referral compensation for successful referrals, subject to program terms, eligibility, and a written agreement.

Interested in Becoming a Referral Partner?

We would be happy to learn more about your business, your network, and the types of clients you support. Please complete the form and a member of our team will follow up with next steps.

Connect with our team: +1 289-203-0515

Claire Poole – Business Development

Alyssa Huizenga – Business Development

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