Ready to Supercharge Your Firm?

Expand your offerings. Earn recurring revenue. Let us do the heavy lifting.

How it Works

  • Sign up once to become a Blue Harbor Advantage Partner.

  • Refer clients who are looking for additional services like bookkeeping, reporting, or financial advisory. Simply fill out our quick referral form and we’ll take it from there.

  • Our team handles everything—onboarding, bookkeeping, reporting, and advisory services.

  • Earn monthly recurring commissions. Track your clients and payouts in your partner dashboard.

Our services

  • Monthly Bookkeeping

    We provide accurate, timely bookkeeping services using industry-standard platforms like QuickBooks Online and Xero. Our team ensures transactions are properly categorized, reconciled, and ready for review, giving your clients clarity and peace of mind.

  • Financial Reporting Packages

    Each month, clients receive clear, tailored financial statements—including P&L, balance sheet, and cash flow statements—designed to help them understand their financial position and support decision-making.

  • Cash Flow Management & Forecasting

    We help clients proactively manage cash flow by building detailed forecasts and identifying potential shortfalls. Our goal is to help them maintain financial stability and plan for upcoming obligations or growth opportunities.

  • Strategic Advisory Sessions

    Clients have access to periodic advisory calls where we review performance, answer financial questions, and provide insights into improving profitability, managing expenses, or planning for the future.

Join the Blue Harbor Advantage Today

Why Join Blue Harbor Advantage

Earn Recurring Revenue

Receive a percentage of monthly service fees or a one-time payout for each referred client. Build a new revenue stream without adding overhead.

No Hiring or Training Required

Instantly expand your service offerings without needing to recruit staff, train a team, or build new systems.

Offer Additional Services Instantly

Give your clients access to high-quality bookkeeping and advisory services. Expand your service line and value proposition overnight.

Co-Branded Support & Materials

Get access to ready-made marketing content and onboarding resources customized with your firm's branding to help you look like a full-service powerhouse.

Collaborative Client Service

We work alongside you to deliver high-quality financial support. Our team is introduced as your strategic partner, strengthening your firm’s value while maintaining transparency with your clients.

Real-Time Tracking & Reporting

Easily monitor referral status, payouts, and client performance

Become a Blue Harbor Advantage Partner

Ready to offer more services and earn recurring revenue?
Fill out the form below and we’ll follow up with next steps to get you onboarded.