CPA Referral Directory
The Right Vendor, Vetted & Ready
One trusted network. I connect CPAs and their clients with vetted vendors — and stay with the referral from request to close.
How It Works
From client inquiry to completed work — every step is managed, monitored, and accountable.
Client Requests Service
A CPA firm member receives a client request for a specialized service outside their core practice.
CPA Sends Inquiry
The CPA sends the client inquiry to the referral platform, including client contact information and service requirements.
Review & Match
A Kirk Jaffe Consults customer service rep reviews the vendor list and initiates contact with qualified vendors based on expertise and timeline.
Vendor Accepts Inquiry
The matched vendor receives and accepts the inquiry. The client is connected to the vendor with full contact details shared.
Work Completed & Payment
The vendor completes the work and is paid directly by the client. I monitor progress with weekly check-ins.
Feedback & Fee Collection
The CPA provides feedback on the experience. The vendor pays the 10% referral technology fee. All parties are notified of task completion.
Stand Out as a CPA or Vendor
A short walkthrough of how my referral process helps you stand out.
Are You a CPA?
Join the directory and refer your clients to vetted vendors with confidence — and stay in the loop the whole way.
Apply as a CPAAre You a Vendor?
Become a vetted vendor and receive qualified referrals. A one-time $750 enrollment fee covers diligence review; a separate 10% technology fee applies only when a referred file closes.
Apply as a VendorPartner Directory
Professional Service Partners
The types of vetted professionals in my network. Filter by category to explore — the vendor roster stays private in my CRM.
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Not Ready to Apply?
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