Introduce a client. We’ll take the build from there.
For outsourced CFO and bookkeeping firms. When a client’s questions outgrow what their ERP or accounting system’s reports can answer (duplicate invoices, unbilled orders, reporting that could be faster and better tailored), introduce them to eIDX. We scope, build, and bill the work directly with your client. You stay their advisor, without taking on a build project.
Three questions, about a minute.
How an introduction works
- Check the fit. A few questions about your firm and your client. It takes about a minute.
- Book a time. We talk through what your client needs.
- We work with your client directly. Our engagement, our invoice, our support. The introduction is the whole ask.
Who this is for
A good fit
- Outsourced controller and CFO practices.
- Bookkeeping and accounting firms with ongoing monthly clients.
- Clients who are US operating businesses on an ERP or accounting system.
Not what this is
- Not white-label. The work is branded and billed as eIDX.
- Not a reseller arrangement or software for your firm to run.
- Not a fit for tax-only or audit-and-assurance practices.
Three questions, about a minute.