For accountants & advisors

Your client comes to you first. This covers the part that sits outside your scope.

Every practice has the occasional client whose question isn't a compliance question—it's whether to raise capital, whether the business can absorb a decision, or what the next twelve months should actually look like. That's specialist work, and a referral relationship with INFIN8 gives you somewhere to place it while you stay exactly where you are with the client.

What this is, and isn't

You keep the relationship. We take one piece of work.

Capital strategy and scenario modelling sit outside typical practice scope—not because the skill is missing, but because it isn't practical to build for occasional use.
The client relationship stays with you. You make the introduction and stay across the outcome. INFIN8 takes on one defined piece of work, not the relationship.
This suits the occasional client, not a volume channel. Some will fit, most won't need it this year, and that's the right ratio.

How it works

Three steps, not a process.

No integration, no retainer, no change to how you run your practice.

The client takes the Baseline Assessment

Complimentary, no document upload. It scores the business across four dimensions—Capital Clarity, Strategic Blueprint, Execution Momentum and Value Creation—and gives them a clear first read.

You use it in the next conversation

The result gives you a concrete, structured way to raise what's actually going on—cash pressure, a funding decision, an unclear growth plan—instead of a general "how's business" chat.

When it's the right fit, you refer them in

Deeper analysis, 13-week cash flow forecasting, scenario modelling and funding-readiness work happen with INFIN8. You stay the trusted advisor; we handle the specialist layer.

What this actually looks like

One example, worked through.

A single hypothetical scenario, so the mechanics are concrete rather than abstract.

Illustrative example — not an actual client

Client A trades business, eight staff, steady revenue but tightening cash—typical of a client an accountant sees quarterly, not weekly.

Trigger The owner mentions they're thinking about financing new equipment and asks what their accountant thinks.

Assessment The accountant points them to the free Baseline Assessment. It flags Capital Clarity as the constraint—cash timing, not profitability, is the real issue.

Referral The accountant introduces the client to INFIN8 for a 13-week cash flow forecast and funding-readiness review—the specialist piece, handed off deliberately.

Outcome The client comes back to the accountant for ongoing compliance and tax, now with a clearer cash position and a lender-ready case. INFIN8's engagement ends at delivery.

This is a constructed example to illustrate the mechanics, not a reported outcome. No specific figures, timeframes or results are claimed for any real engagement.

What the relationship gives you

Practical value, not extra workload.

No build required

Scenario modelling, capital strategy and lender-readiness support without hiring for it or building it into your own service line.

The relationship stays yours

You make the introduction and stay across the outcome. This is a second set of hands on the parts outside your remit, not a hand-off.

Regulated, accountable work

ACL 509639, AFCA member, Business Finance Consultant review on paid engagements. Nothing you'd need to caveat to a client.

A natural way to raise growth or funding

The assessment gives you a neutral, evidence-based opening for topics the client may already be thinking about.

What this is worth to your practice

Retention and relevance, not a referral fee.

There's no standard commission attached to this relationship. What it delivers is a stronger client relationship, a credible answer when a client raises growth or funding, and one less specialist service you need to build in-house. Where a structured commercial arrangement suits a specific relationship, we're open to discussing it directly—case by case, not as a published rate.

See where your time goes

Get the Hours Back

What to hand off, what to keep, how to roll it out properly — and what it looks like when it doesn't work.

What to hand off, and what still needs a person
Where to actually look, mapped by problem — not a product pitch
Four steps to roll it out without a mess
A simple way to prove it actually worked
What it looks like when it doesn't, and what to do about it

Drawn from CA ANZ and Thomson Reuters research.

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Who this suits

This works well for some practices, not all of them.

We work with a small number of practices at a time, so we can actually understand how each one operates.

This tends to fit when

You already advise SME clients on more than compliance, or want to.
You'd rather refer out the occasional piece of specialist capital or strategy work than build it internally.
You value the client relationship enough to want a proper second opinion, not a fast one.

It's probably not a fit if

You're after a high-volume referral channel rather than the occasional right introduction.
You want white-labelled work with your name on it rather than a named specialist referral.
Compliance is the whole of the offer and that's exactly how you want to keep it.

Ready to talk about how this fits your practice?

Register your interest and tell us a little about your practice. We read every message and reply within 1–2 business days, usually to set up a short call and check it's a genuine fit on both sides—no forms, no portal, no commitment at that stage.